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

8 December 2025 Eurozone Monitor EZ GDP growth next year will be higher than the ECB expects

  • EZ GDP growth picked up more than previously thought in Q3, far surpassing the ECB’s call, 0%.
  • We reiterate our forecast for GDP to rise by 0.2% in Q4, given our estimates for the big four.
  • GDP growth will pick up in H1 next year, but probably by less than we previously thought.

EZ Datanote: PMI, Switzerland, November 2025

In one line: Swiss economy still struggling according to PMI.

EZ Datanote: Inflation, Switzerland, November, 2025

In one line: Inflation has further to fall, but SNB easing is done.

EZ Datanote: Advance Inflation, Eurozone, November, 2025

In one line: Too hot for a December cut, but dovish data in food and core goods.

EZ Datanote: ECB Consumer Inflation Expectations, EZ, October 2025

In one line: Households' inflation expectations stubbornly above ECB target.

EZ Datanote: Retail Sales, Spain, October 2025

In one line: Spanish households' spending spree is coming to an end.

EZ Datanote: Retail Sales, Germany, October 2025

In one line: Plateauing after strong growth earlier in the year.

1 December 2025 Eurozone Monitor A jump in Germany's HICP keeps the EZ at 2.2% in November

  • A hawkish German HICP keeps our forecast for Eurozone headline inflation at 2.2% for November…
  • …but the details in Friday’s early EZ inflation numbers, however, tilt dovish, especially for the core.
  • EZ retail sales likely had a slow start to Q4, due to weakness in Spain and Germany.

EZ Datanote: ESI, EZ, November 2025

In one line: Another survey suggesting ECB easing is over.

November 2025 - EZ Economic Chartbook

LITTLE IN THE DATA TO SUPPORT AN INSURANCE RATE CUT...

  • …ECB EASING IS OVER

EZ Datanote: Detailed GDP, Germany, Q3 2025

In one line: Stung by falling consumption and another hit from falling net trade.

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Keywords for: Eurozone Documents

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