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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.

Claus Vistesen (Chief Eurozone Economist)

13 May 2024 Eurozone Monitor European Parliament elections are not a game changer for EU policy

  • Polls point to more seats for the far-right in the European Parliament after June’s vote...
  • ...This will have little bearing on policy, even where the EU has exclusive competencies, such as trade.
  • Any hard-line recommendations from far-right MEPs will likely be watered down by the majority.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, EZ, April 2024

In one line : Grim, but the reality on the ground is likely better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 May 2024 Eurozone Monitor What if the ECB does nothing? We wouldn't recommend it

  • Real rates are still rising sharply in the Eurozone; it makes sense for the ECB to cut rates soon.
  • Bonds are not priced for the ECB deposit rate to stay at 4%; if they were, yields would be a lot higher.
  • What are the ECB’s assumptions for rates underlying its inflation forecasts? Answers on a postcard…

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, April 2024

In one line: The core is still drifting lower, but slowly does it.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP & Unemployment, Germany, Q1/April

In one line: Solid, but construction was boosted significantly by mild weather.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, April

In one line: Someone forgot the give French services inflation the memo, but core inflation fell, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q1 2024

In one line: Decent, but growth in domestic demand likely will slow a tad in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

1 May 2024 Eurozone Monitor Higher GDP won't impede first rate cut in June, as core inflation falls

  • EZ core inflation fell further in April; the June rate cut looks safe, but July’s is hanging in the balance.
  • EZ GDP rose by 0.3% in Q1, in line with our forecast; country data suggest net trade was the main boost.
  • Southern economies did the heavy lifting, again, and likely will continue to outperform this year.

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,