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.

Net trade Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Current Account, Eurozone, September 2024

In one line: Hanging on, but we still think the headline will come down soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: German elections, industrial production & trade, September 2024

In one line: Fiscal stimulus in Germany? — Manufacturing and net trade stumbled at the end of Q3.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Q3, France

In one line: Decent, but nothing to write home about ex-Olympic boost.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, August 2024

In one line: Solid, but likely not enough to prevent a growth hit from net exports in Q3.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, August 2024

In one line: The boost to GDP from rising net exports is reversing, we think.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, July 2024

In one line: Pushed down by a reversal in the primary income balance.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance & Labour Costs, EZ, July/Q2

In one line: EZ trade pulled lower by imports in July; hourly labour cost growth remained elevated in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

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

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

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

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: Detailed GDP, Germany, Q1 2024

In one line: Construction and net trade propelled growth in Q1; neither will last.

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,