Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

Datanotes Daily Monitor Webinar Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Industrial Production, France, February 2024

In one line: Held back by a plunge in energy output; core production did better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 April 2024 Eurozone Monitor Core inflation in March softer than implied by the headline

  • EZ inflation surprised to the downside in March, but not enough for the ECB to pull the trigger next week.
  • Services inflation was sustained by the early Easter in March; it will come down sharply in April.
  • We expect EZ headline inflation to stabilise around 2% from August through to Q1 next year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, March

In one line:   EZ inflation on track to undershoot the consensus tomorrow. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

27 March 2024 Eurozone Monitor Is a rebound in German spending still on? We think so, just about

  • German consumer confidence remains depressed, but the headlines are poor indicators of spending. 
  •  Rising real income growth and a stabilisation in the labour market are tailwinds for German consumers… 
  •  ...But early-Q1 data on retail and car sales point to near-term downside risks for consumption growth.

 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Germany, March 2024

In one line: Better, but likely not enough to prevent another decline in GDP in Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ZEW & EZ Labour Costs, March/Q4

In one line: Investor sentiment is still rising; a dovish plunge in EZ labour cost growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, January 2024

In one line: Falling imports are still lifting EZ net trade in goods.

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 March 2024 Eurozone Monitor Upside risks building for EZ inflation data in March

  • EZ inflation dipped in February, matching the first estimate; upside risks are now building for March.
  • An upward surprise in the March and April inflation reports would put a June rate cut in jeopardy.
  • We still struggle to see a perfect landing for inflation at 2%; how will the ECB respond to this?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, February 2024

In one line: The core is on track for sub-2%, despite sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

15 March 2024 Eurozone Monitor How resilient is the consensus position on the ECB?

  • Inflation at 3% in Q2 likely will prevent ECB easing in June; a 50-to-75bp cut would need inflation at 2%. 
  •  Sticky wage growth remains a risk to ECB cuts, but we think the Q1 numbers will play ball. 
  •  It would require significant outliers in the non-HICP numbers for the ECB’s near-term path to change.

Claus Vistesen (Chief Eurozone Economist)Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Eurozone Documents

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