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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 PMIs, Eurozone, December 2023

In one line: Revised higher, but still consistent with a technical recession.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Inflation, North Rhine Westphalia & France, December 2023

In one line: EZ headline rebounded in December, but the core likely eased further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Unemployment, Germany, December

In one line: Stable, but we doubt the trend in claims is improving.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Final Manufacturing PMIs & Money Supply, EZ, Dec/Nov 2023

In one line: EZ manufacturing remained in recession in Q4; is the plunge in M1 fading?

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 January 2024 Eurozone Monitor Rapidly Falling Inflation in Early Q1 Will Prompt an ECB Pivot in March

  • Markets think the ECB will cut rates in March, as do we; inflation below 2% by February should do it.
  • Energy prices are the key wildcard for headline inflation in Q1; so far the trend looks benign.
  • In the core, non-energy goods inflation is about to collapse, but services inflation is still sticky.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ISTAT Business Confidence, Italy, December 2023

In one line: Jump in services sentiment leads the way; will it be sustained?

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, November 2023

In one line: Drop confirmed. Inflation will rebound in December, but what happens in January?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, December 2023

In one line: German firms will be happy to say Goodbye to 2023! 

Melanie Debono (Senior Eurozone Economist)Eurozone

18 December 2023 Eurozone Monitor Slide in the PMI Confirms Tough End to 2023 for EZ Economy

  • Friday’s PMIs confirmed the EZ economy was still is in a rut in December, pointing to falling GDP in Q4.
  • The PMI input price component suggests EZ headline inflation will stabilise at just under 2% in H1 24.
  • Accelerating third quarter growth in hourly labour costs is grist on ECB hawks’ mills.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Labour Costs & Trade, Eurozone, Q3/October

In one line: Still-strong growth in labour costs; net trade on track for a rise in Q4?

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, December

In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch. 

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,