Pantheon Macroeconomics
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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.
In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably.
In one line: Up despite being held back by German weakness.
In one line: Our PM composite PMI points to another solid increase in GDP in Q1.
In one line: EZ inflation expectations hold steady; further increases in German unemployment are on the way.
In one line: Election result and fiscal stimulus boost sentiment.
In one line: Up less than expected but still consistent with a rebound in GDP.
In one line: Downward revision to HICP rate signals bigger fall in EZ headline in February.
In one line: Surging, thanks to Germany’s “whatever it takes” moment.
In one line: Little sign of recovery in consumer confidence, but maybe the election changed that.
In one line: Steady; not a reflection of firms’ attitudes to election result.
In one line: Up again, in line with our call for a rebound in GDP.
In one line: Up sharply, consistent with a better outlook for the EZ economy.
In one line: Up marginally, supporting our view of a modest rebound in Q1.
In one line: Falling back but still consistent with a supra-50 EZ composite PMI.
In one line: Politics still holding back consumer confidence.
In one line: German investor sentiment recovers; EZ goods trade takes a hit in October.
In one line: Sinking to its lowest since May 2020, and the first Covid lockdowns.
In one line: Still no sign of a pick up in new orders in manufacturing.
In one line: Services inflation will bring the headline down soon, but another increase in December is a decent bet.
In one line: Falling at the start of Q4; will risk of higher US trade tariffs lead to a temporary gain?
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