Pantheon Macroeconomics

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Eurozone Publications

Below is a list of our Eurozone Publications for the last 5 months. If you are looking for reports older than 5 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.

Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

18 June 2025 Eurozone Monitor How realistic is the ECB's 'immaculate disinflation' story?

  • Inflation in the EZ will settle at 2.0% over the summer, with the core also hitting 2% by August… 
  • …This should be enough for a final 25bp ECB rate cut in September, to 1.75%, setting up hikes next year. 
  • We’re lowering our inflation forecasts for 2026, but we’re still well above the ECB’s June projections.
Claus Vistesen (Chief Eurozone Economist)Eurozone

17 June 2025 Eurozone Monitor Jumbo cut from SNB incoming; EURUSD rally should peter out

  • The SNB is sure to ease this Thursday, and more analysts have joined us in expecting a sub-zero rate.
  • Strength in EURUSD is supported by leading indicators, but the recent rally will fade soon.
  • Disinflation in core goods from EURUSD at 1.15 is trivial, despite the ECB’s stringent forecast rules.
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,