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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.

Melanie Debono (Senior Eurozone Economist) Claus Vistesen (Chief Eurozone Economist) Andrés Abadía (Chief LatAm Economist)

6 August 2024 Eurozone Monitor Are we seeing an unsustainable housing boom in Spain? Unlikely.

  • House prices in Spain are currently higher than during the house price bubble in 2005-to-2008… 
  • ...But the current increase doesn’t look unsustainable and household finances are sound. 
  • We see little scope for a sharp correction in house prices in the coming quarters in Spain.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final PMIs, Eurozone, July

In one line: Still suggesting private sector activity stalled at the start of Q3.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Inflation, Switzerland, July 2024

In one line:  Stubborn domestic inflation means headline held steady.

Melanie Debono (Senior Eurozone Economist)Eurozone

5 August 2024 EZ Monitor SNB will still cut twice more, despite inflation holding steady

  • Swiss inflation held steady in July, but this means it was still in line with the SNB’s target.
  • The headline inflation rate will creep lower in the coming months, allowing for further easing.
  • EZ industry ended Q2 on a good note, enough to escape recession last quarter and boost GDP.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, Eurozone, July 2024

In one line: We think the manufacturing PMI is too downbeat, even after the upward revision. 

Melanie Debono (Senior Eurozone Economist)Eurozone

2 August 2024 Eurozone Monitor The EZ labour market was solid in Q2, despite softening surveys

  • Eurozone unemployment rose slightly in June, but the underlying trend is still flat. 
  • Surveys point to downside risks to employment growth and upside risks to unemployment in H2… 
  • …Yet our own GDP growth forecasts point to a better near-term outlook.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, July 2024

In one line: Further increases in jobless claims are on the horizon. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q2 2024

In one line: Continuing to outperform; inflation fell further than expected in July.

Melanie Debono (Senior Eurozone Economist)Eurozone

1 August 2024 Eurozone Monitor September ECB rate cut looks safe, but December less so

  • Inflation was slightly hotter than we expected in July but is still on track for a sharp fall in August. 
  • Disinflation in core goods and food will reverse soon, creating a challenge for the ECB in Q4. 
  • We still see an ECB rate cut in September, but no longer in December; we now have two cuts in H1-25. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP & State CPIs, Germany, Q2 2024/July

In one line: The trend in GDP growth is still around zero; core inflation fell further in July.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q2-24

In one line: Decent, but the details point to soft domestic demand.

Claus Vistesen (Chief 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,