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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: Trade Balance, Eurozone, January 2024

In one line: Falling imports are still lifting EZ net trade in goods.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Eurozone, February 2024

In one line: Next couple of months’ data will be more noise than signal.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, February 2024

In one line: The core is on track for sub-2%, despite sticky services inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

18 March 2024 Eurozone Monitor EURUSD to rise further this year; Spain budget delay no big deal

  • Interest-rate and core-inflation differentials still point to upside risks for EURUSD.
  • We continue to believe EURUSD is good value below 1.10; a rise to 1.15 should be possible.
  • Spain will continue to outperform despite the government ditching its attempt to set a budget.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, February 2024

In one line: The core is sticky, but will fall back soon; beware an incoming rebound in food inflation.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, Eurozone, Q4 2023

In one line: GDP went nowhere last year; slowing wage growth supports June ECB rate cut.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Spain, January 2024

In one line: Still on a downtrend, but the outlook is getting brighter.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, January 2024

In one line: Likely the beginning of a more sustained softening in net exports.

Claus Vistesen (Chief Eurozone Economist)Eurozone

11 March 2024 Eurozone Monitor EZ economy at a standstill in Q4; Q1 will be better

  • The EZ economy remained stuck in the mud in Q4; we think growth is now rebounding, slightly.
  • A rise in consumers’ spending and a lift from inventories should be key drivers of growth in 2024.
  • Industrial output in Germany and Spain rose in January, but a plunge in Ireland will drive the EZ headline.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, March 2024

In one line: Virtually similar to January, which is now a hawkish line. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, January 2024

In one line: Ignore volatility in major orders; the trend in core orders is still down.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final PMIs, Eurozone, February 2024

In one line: One for the hawks; slowdown easing quicker than previously thought and price intentions rise.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, France, January 2024

In one line: Soft, but manufacturing likely will only be a small drag on Q1 GDP growth.

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,