Pantheon Macroeconomics

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Eurozone Publications

Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

Emerging Asia Daily Monitor Global Weekly Monitor Melanie Debono (Senior Eurozone Economist)

22 December 2023 Eurozone Monitor We're Below Consensus on Growth and Inflation; ECB to Cut in March

  • GDP is likely to rebound from Q1 next year, albeit slowly; consensus expects a quicker recovery. 
  •  Inflation will fall more sharply than the consensus or ECB expects in H1, if we are correct on January…
  •  ...If so, the ECB will cut rates five times next year, starting in March, earlier than consensus expects.

Melanie Debono (Senior Eurozone Economist)Eurozone

21 December 2023 Eurozone Monitor German Consumers Still Refusing to Spend; Construction Struggling

  • German consumer confidence is on the rise but risks to our consumption call remain to the downside.  
  • The EZ current account surplus climbed in October; the trend in the euro suggests it will decline soon.  
  • EZ construction started Q4 on a rough note, and all signs point to the struggle stretching into 2024.

Melanie Debono (Senior Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

independent macro research, Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,