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.

Chartbook Datanotes Weekly Monitor

EZ Datanote: GDP flash, Switzerland, Q3 2025

In one line: Worse than we thought; upside risks loom for Q4.

EZ Datanote: GDP (2nd Est.), Employment & Trade Balance, EZ, Q3/Sept 2025

In one line: Drag from net trade in goods disappeared in Q3, as US exports jumped, supporting the confirmed picked up in GDP growth.

17 November 2025 Eurozone Monitor Q3 EZ GDP increase confirmed; EZ-US trade surplus jumps

  • The paltry 0.2% increase in EZ GDP in Q3 was confirmed, with minimal new country data.
  • Trade figures suggest the drag from net trade in goods in Q2 disappeared in Q3…
  • …The main impetus was a jump in exports to the US, which is unlikely to last.

EZ Datanote: ZEW, Germany, November 2025

In one line: A minor dip; investor sentiment still signals a solid PMI.

EZ Datanote: Sentix, Eurozone, November 2025

In one line: Down but still consistent with faster GDP growth in Q4.

EZ Datanote: Trade Balance, Germany, September 2025

In one line: Exports to the US rebounding; deficit with China widening.

10 November 2025 Eurozone Monitor Swiss GDP fell in Q3 and the economy is now likely in recession

  • Swiss GDP is likely to have fallen outright in Q3, as US trade tariffs were hiked and unemployment rose.
  • The ECB wage tracker implies EZ wage growth eased in Q3 and will slow further out to mid-2026.
  • The ECB is not about to end QT, like the Fed; we expect a continued steady run-off, for now.

October 2025 - EZ Economic Chartbook

HOPES OF A Q4 RATE CUT DRIFTING OUT OF REACH

  • …AS GROWTH AND INFLATION OVERSHOOT ECB EXPECTATIONS

EZ Datanote: PMI, Switzerland, October 2025

In one line:  In line with our view of Swiss economic weakness.

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Keywords for: Eurozone Documents

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