Pantheon Macroeconomics

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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, France, April

In one line: Decent, but exclusively due to strength in services

Claus Vistesen (Chief Eurozone Economist)Eurozone

22 April 2024 Eurozone Monitor A decade covering the EZ; what have we learnt, and what's next?

  • The Eurozone is still an incomplete currency union, but we think it will carry on regardless.
  • The pandemic and war in Ukraine show that inflation is possible even in a rapidly aging economy.
  • Fiscal activism, inflation and higher interest rates are all here to stay in the EZ, for the foreseeable future.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Construction, Eurozone, February

In one line: Something funny in the data; on course for a rise in Q1 either way.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, February 2024

In one line: Hit by a fall in the goods surplus; portfolio inflows remain robust.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, February 2024

In one line: A setback was coming, but the improvement remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, March 2024

In one line: A big decline, and risks are tilted towards a slide in the core in April

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed CPI, Germany, March 2024

In one line: Pushed lower despite an early Easter boost in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

15 April 2024 Eurozone Monitor Hunting for early-Easter effects in the German and French CPI

  • Our preliminary forecasts for France and Germany point to downside risks to EZ core inflation in April.
  • A VAT hike on gas in Germany and higher oil prices are near-term upside risks to energy inflation.
  • Italy will struggle to shrink its budget deficit to 3% any time soon; will the EU take note?

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, February 2024

In one line: Industry was a bigger drag on Italian Q1 GDP than we previously thought.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, February 2024

In one line:  Net trade is still likely to have been a drag one growth in Q1. 

Melanie Debono (Senior 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,