Pantheon Macroeconomics

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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.

Datanotes Chartbook Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Current Account, Eurozone, December 2023

In one line: Boosted by a narrower primary income deficit; is the trend in portfolio outflows stalling?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, January 2024

In one line: The sticky core will come undone soon; we look for a big fall in February

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GDP, Employment and Industrial Production, EZ, Q4 2024/Dec

In one line: Weak GDP growth, still-solid trend in employment; industrial production boosted by Ireland.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, January 2024

In one line: Services inflation pushed higher by healthcare, education and hospitality.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, December 2023

In one line: Boosted by major orders in aircraft; core orders were weak.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, January

In one line:  Not enough for a rate cut in March; but April is still on. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, January 2024

In one line: Still consistent with a fall in the ECB’s 2024 inflation forecasts in March.

Claus Vistesen (Chief Eurozone Economist)Eurozone

January 2024 - EZ Economic Chartbook

THE ECB IS DONE HIKING; WHEN WILL IT CUT?

  • ...WE THINK EASING WILL BEGIN IN MARCH

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, December 2023

In one line: Old news; will January and February inflation be soft enough for a March cut? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, December 2023

In one line: All due to base effects; how far will inflation fall in January?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Full-Year GDP, Germany, 2023

In one line: Pulled lower by falling domestic demand; GDP likely fell in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Consumers' Spending & Final Inflation, France, Nov/Dec 2023

In one line: A rise in core goods consumption not enough to lift Q4 spending; inflation will fall sharply in Q1.

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,