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.

Claus Vistesen (Chief Eurozone Economist) Craig Botham Melanie Debono (Senior Eurozone Economist) Miguel Chanco (Chief EM Asia Economist)

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.

EZ Datanote: Detailed GDP/Retail Sales, Eurozone, Q1 2025/April 2025

In one line: Fastest growth in eleven quarters thanks to tariff-front-running-led jump in Irish GDP.

EZ Datanote: Construction PMIs, Eurozone, May 2025

In one line: PMI still paints a picture of underlying weakness in construction. 

EZ Datanote: Factory Orders, Germany, April 2025

In one line: Surprisingly strong, but the details are volatile.

PM Datatnote: Industrial Production, Spain, April 2025

In one line: A rough start to Q2; little sign of tariff front running supporting industry.  

PM Datatnote: Advance Inflation & Unemployment, Eurozone, May/April

In one line: All set for doves to take charge of ECB policy over the summer.

PM Datatnote: GDP & PMI, Switzerland, Q1/May 2025

In one line: Switzerland was on a tear before the tariff shock; surveys point to slower growth in Q2. 

PM Datatnote: EZ Money Supply and Detailed Q1 GDP in Italy

In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.

EZ Datanote: State CPIs, Germany, May 2025

In one line: Strong, but remember difference in base effects in the CPI and HICP. 

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Keywords for: Eurozone Documents

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