Pantheon Macroeconomics

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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

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

Chartbook Datanotes Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Advance Inflation & INSEE Consumers' Spending, France, Sep/Aug 2025

In one line: Inflation up, but less than we expected; spending, ex-services is flat.

EZ Datanote: ECB CES, August 2025

In one line: Another one for relatively hawkish policymakers.

29 September 2025 Eurozone Monitor Will the window for further ECB easing in 2025 close this week?

  • We look for an upside surprise in EZ inflation this week, and a further blow to ECB easing hopes.
  • Consumer inflation expectations tilt hawkish, but market-based expectations look dovish.
  • Inflation expectations overall support the baseline in markets for the ECB to stay on hold, for now.

EZ Datanote: Flash PMIs, Germany, September 2025

In one line: That’s more like it, but upturn in manufacturing is on borrowed time.

EZ Datanote: INSEE Business Confidence, France, September 2025

In one line: Positive pick-up in services, but downside risks loom in industrial output.

22 September 2025 Eurozone Monitor Week in preview: Will survey data shift the odds for ECB policy in Q4?

  • September’s first business survey from INSEE for France suggests the outlook is still weak.
  • We look for a small rise in the Eurozone’s flash PMIs next week, but they will still point to slow growth.
  • Other surveys, such as Germany’s IFO BCI and the EC consumer sentiment gauge, likely advanced too.

EZ Datanote: Construction, Eurozone, July 2025

In one line: A decent start to Q3, but the carry-over is still negative.

EZ Datanote: Final Inflation, Germany, August 2025

In one line: A further near-term rise is coming before a plunge in early 2026.

15 September 2025 Eurozone Monitor Closer to an estimate for the Q1 2026 fall in German energy prices

  • Fiscal easing to reduce energy prices will lower German inflation by 0.4-to-0.5pp in January.
  • Eurozone employment growth eased in Q2, continuing the downward trend since 2022…
  • …Hiring is falling in manufacturing and agriculture, even as it holds up well in construction and services.
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Keywords for: Eurozone Documents

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