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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.

Datanotes Weekly Monitor

EZ Datanote: Advance PMIs, Eurozone, June 2024

In one line: Slower but still decent growth and price pressures are easing.

Melanie Debono (Senior Eurozone Economist)Eurozone

24 June 2024 Eurozone Monitor EZ PMIs stumbled at the end of Q2; will they pick up again in Q3?

  • The EZ PMI fell in June, but it rose solidly over Q2 as a whole; all eyes are now on the early Q3 data.
  • A drop in the EZ manufacturing output PMI raises questions about the rebound in industry; a blip?
  • The French PMIs were stung by political uncertainty; we think it will blow over by August.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Consumer Confidence, EZ, June 2024

In one line: Still-rising; lifted by a strong labour market and firming real wage growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Construction, Eurozone, April

In one line: Q1 wasn’t as good as previously thought, and output will fall back in Q2. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, April 2024

In one line: Boosted by a rebound in the surpluses of goods and services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Eurozone, May 2024

In one line: Transport, hospitality and insurance are key drivers of sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

17 June 2024 Eurozone Monitor Markets still underestimating the amount of SNB easing

  • Swiss inflation held steady in May but is likely to fall in the coming months, to around just 1% by August.
  • Weak growth will drag down domestic inflation, and gas & oil prices point to a falling imported rate.
  • The SNB will probably cut its key policy rate again this week, by 25bp to 1.25%; more cuts are likely.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, EZ, April 2024

In one line: Headline points to weakness but the details are more positive

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, May 2024

In one line: Nasty, especially in the core, but it’ll get better soon.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Italian IP, Sentix and French Parliamentary Elections

In one line: Disappointin manufacturing in Italy, a still-rising Sentix and political drama in France.

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

10 June 2024 Eurozone Monitor The EZ economy is in the early stages of a cyclical upturn

  • A mini-boom in EZ consumption is coming, judging by the trend in real disposable income growth.
  • The inventory cycle reached a trough in Q1; gross capital formation will rebound from here.
  • Net exports soared at the start of 2024 but will likely be a drag on growth for the rest of the year.

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,