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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: Advance GDP, France, Q2-24

In one line: Decent, but the details point to soft domestic demand.

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 July 2024 Eurozone Monitor EZ inflation likely stable in July, with risks to the downside

  • Brace for the Q2 GDP data and July inflation figures, after a busy week for surveys last week.
  • EZ headline inflation likely was unchanged in July, but we think core inflation dipped further.
  • Italy’s first survey data for July were not as downbeat as those for France and Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Eurozone, July 2024

In one line: Hanging on for dear life, but also likely underestimating the pace of growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs & GfK Consumer Confidence, Germany, Jul/Aug

In one line: PMI lower by weakness in manufacturing; services and consumer sentiment are looking much better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, France, July 2024

In one line: Poor, but GDP growth is stronger than implied by the headlines.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, May 2024

In one line: The headline should soon fall; foreign demand for EZ assets remain strong.

Claus Vistesen (Chief Eurozone Economist)Eurozone

22 July 2024 Eurozone Monitor Business surveys should rebound this week, seasonals permitting

  • This week sees a raft of business surveys for July; we expect increases across the board.
  • Political uncertainty in France is a threat, but the unclear outcome of the elections removes tail risks...
  • ...German industrial surveys were too weak in June, given early signs from hard data; they will rebound.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: ECB Rate Decision, July

In one line: No signal of a cut in September; we look for such a signal at the press conference. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Construction, Eurozone, May 2024

In one line: Construction fell back in Q2, after a decent Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, June 2024

In one line: Services is sticky as ever, and it won’t drop meaningfully anytime soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, June 2024

In one line: Core is settled around 2%; headline should fall further from August onwards.

Claus Vistesen (Chief Eurozone Economist)Eurozone

15 July 2024 Eurozone Monitor The details that matter in German and French inflation figures

  • German services inflation, ex-rents, is still sizzling, at just under 5%, but it will fall soon.
  • Core inflation in Germany will drop further between now and the end of the year, to just over 2.5%.
  • The Summer Olympics will likely lift French core inflation by 0.1pp in July, and by 0.3pp in August.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, June 2026

In one line: Falling, and survey data point to further declines ahead.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, May

In one line: Decent, but not enough to prevent a Q2 decline. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, France, May 2024

In one line: A nasty plunge in manufacturing, but don’t forget rising services output.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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