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 Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Advance Inflation, Germany, March

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

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 April 2024 Eurozone Monitor Early HICP data point to downside risks for EZ inflation in March

  • Early HICP numbers point to downside risks to EZ inflation, but beware Easter effects in Germany.
  • A soaring French budget deficit in 2023 raises the risk of a confidence-denting income tax hike in 2024.
  • The Eurozone money supply data are picking up, supporting a further rebound in the composite PMI.

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

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

EZ Datanote: Detailed Inflation, Germany, February 2024

In one line: The core is sticky, but will fall back soon; beware an incoming rebound in food inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, January 2024

In one line: Likely the beginning of a more sustained softening in net exports.

Claus Vistesen (Chief Eurozone Economist)Eurozone

11 March 2024 Eurozone Monitor EZ economy at a standstill in Q4; Q1 will be better

  • The EZ economy remained stuck in the mud in Q4; we think growth is now rebounding, slightly.
  • A rise in consumers’ spending and a lift from inventories should be key drivers of growth in 2024.
  • Industrial output in Germany and Spain rose in January, but a plunge in Ireland will drive the EZ headline.

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,