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: Slowly rebounding.
In one line: On track for a rise in Q1, surprisingly.
In one line: Investor sentiment is still rising; a dovish plunge in EZ labour cost growth.
In one line: Falling imports are still lifting EZ net trade in goods.
In one line: The core is on track for sub-2%, despite sticky services inflation.
In one line: The core is sticky, but will fall back soon; beware an incoming rebound in food inflation.
In one line: Likely the beginning of a more sustained softening in net exports.
In one line: Positive, but is it the start of a sustained pick-up?
In one line: See you in June, for the first rate cut.
In one line: Virtually similar to January, which is now a hawkish line.
In one line: Ignore volatility in major orders; the trend in core orders is still down.
In one line: The leap in exports is not backed by the surveys.
In one line: Soft, but manufacturing likely will only be a small drag on Q1 GDP growth.
In one line: Is the door now shut on an April cut? Probably.
In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.
In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.
In one line: Mixed, but consistent with a modest recovery in consumption growth.
THE ECB IS DONE HIKING; EASING WILL BEGIN SOON
In one line: Investment crashed at the end of 2023.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
independent macro research, Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,