Eurozone Publications
Below is a list of our Eurozone Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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Daily Monitor Global Chartbook Claus Vistesen (Chief Eurozone Economist)
- The ECB will hold fire this week, as data has swung to the side of the hawks over the past few months.
- The confidence interval around a baseline of a stable deposit rate at 2% next year is widening.
- Rates will be stable or fall in the next six months; then the balance will shift towards no change or hikes.
- The fall in Italian GDP in Q2 was confirmed; net trade fell but investment remained resilient
- We now expect Italian GDP to rise in Q3 and Q4, though this still means just 0.6% growth this year.
- The government in France will fall on Monday, but look closely and public finances are now improving.
- The number of people out of work dropped by the most in over three years in July…
- ...As a result, the EZ unemployment rate fell to 6.2% in July and is likely to have held steady in August.
- Labour-market data provide little ammunition for ECB doves in their fight for another rate cut.
EZ ECONOMY SLOWS AS TARIFF HIKES START TO BITE…
- …BUT OUR CALL FOR A SEPTEMBER RATE CUT IS NOW ON LIFE SUPPORT
EZ ECONOMY SHOWS RESILIENCE IN THE FACE OF TARIFF THREATS…
- …SUB-2% SUMMER INFLATION WILL GET A SEPTEMBER RATE CUT OVER THE LINE
A TENSE MONTH OF EU-US TRADE NEGOTIATIONS LIES AHEAD...
- ...WE STILL SEE UNCERTAINTY WEIGHING ON GROWTH
