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

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Claus Vistesen (Chief Eurozone Economist) Miguel Chanco (Chief EM Asia Economist)

7 July 2025 Eurozone Monitor EZ industrial output weakens in May; all eyes on tariffs this week

  • Tariffs will likely dominate this week; will Mr. Trump stick or twist in the negotiations with the EU?
  • The near-term outlook for German manufacturing is better than what is implied by factory orders in May.
  • EZ industrial production likely fell in May, reversing the jump in late Q1, ahead of US tariffs.
Claus Vistesen (Chief Eurozone Economist)Eurozone

3 July 2025 Eurozone Monitor What are the chances of a "beautiful releveraging" in Europe?

  • A glass-half-full perspective indicates that the stars are aligned for a “beautiful releveraging” in the EZ. 
  • The EZ economy is completing a soft landing, an important prerequisite for a beautiful releveraging.  
  • Germany leading from the front is a key condition for a growth-supporting leverage cycle in the Eurozone.
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,