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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: Final Inflation, Eurozone, December 2023

In one line: Old news; will January and February inflation be soft enough for a March cut? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ZEW, Germany, January 2024

In one line: In line with our view that the Q1 recovery in German GDP will be muted

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, December 2023

In one line: All due to base effects; how far will inflation fall in January?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Full-Year GDP, Germany, 2023

In one line: Pulled lower by falling domestic demand; GDP likely fell in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, Eurozone, November

In one line: Industry was still in recession in Q4; boost from net trade was likely offset by weakness elsewhere last quarter. 

Melanie Debono (Senior Eurozone Economist)Eurozone

15 January 2024 Eurozone Monitor The French economy ran out of luck in Q4; GDP likely fell by 0.2%

  • Data until November suggest French GDP plunged in Q4; we’re lowering our forecasts.
  • The savings rate is a key swing factor for French consumption growth; what will it do in 2024?
  • The inventory correction in France has likely run its course, but net investment is slowing.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Consumers' Spending & Final Inflation, France, Nov/Dec 2023

In one line: A rise in core goods consumption not enough to lift Q4 spending; inflation will fall sharply in Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Eurozone, November 2023

In one line: Wage growth will still slow if the labour market remains tight.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, November 2023

In one line: Did net trade boost GDP in France as it likely did in Germany in Q4?

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ESI/Retail Sales, EZ, Dec/Nov 2023

In one line: Services sentiment pulled up the ESI at the end of 2023; Retail sales were still going nowhere in November. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Factory Orders & Trade, Germany, November 2023

In one line: Factory orders remain depressed; net trade in goods soared in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, December 2023

In one line: All due to base effects in energy; the downtrend in the core remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

8 January 2024 Eurozone Monitor March's ECB Meeting Is Live; It All Depends on inflation in January

  • EZ inflation was lifted by base effects in December; the downtrend in the core is uninterrupted.
  • Markets are folding on expectations of a March rate cut; we aren’t, until we see January inflation figures.
  • German retail sales plunged in November; seasonals have caught up with Black Friday shopping.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, December 2023

In one line: Headline rebounds more than expected, but the core undershot our forecast.

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,