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 Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Detailed GDP, EZ, Q1

In one line: Net exports did the heavy lifting, but the trend in consumption looks decent.

Claus Vistesen (Chief Eurozone Economist)Eurozone

10 June 2024 Eurozone Monitor The EZ economy is in the early stages of a cyclical upturn

  • A mini-boom in EZ consumption is coming, judging by the trend in real disposable income growth.
  • The inventory cycle reached a trough in Q1; gross capital formation will rebound from here.
  • Net exports soared at the start of 2024 but will likely be a drag on growth for the rest of the year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, EZ, May 2024

In one line: Services too hot to handle, but the trend isn’t 4%.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, Italy, 2024

In one line: Domestic demand, including inventories, rose; net exports plunged. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation & Consumers' Spending, May/Apr 2024

In one line: The HICP comes in hot; April spending dented by Easter seasonals.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Germany, April 2024

In one line: Disappointing, but don’t write off Q2 consumption just yet.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 June 2024 Eurozone Monitor Services inflation in the EZ as grim as ever midway through Q2

  • EZ services inflation snapped back in May; it will come down eventually, but this will take a while.
  • The ECB will cut its policy rate this week, but hopes of a July cut are now lost; September is at risk too.
  • EZ consumers’ spending, ex-services, fell in April, but this was mainly due to Easter seasonals in food.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, May 2024

In one line: Jump in services inflation stands out like a sore thumb.

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,