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.
Weekly Monitor
- EZ headline inflation held steady in April, matching the first estimate; core inflation fell slightly.
- The near-term outlook for energy inflation has improved, but that will change if oil prices rebound.
- Services inflation is as sticky as ever and will likely rebound in May; insurance inflation is rocketing.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- Polls point to more seats for the far-right in the European Parliament after June’s vote...
- ...This will have little bearing on policy, even where the EU has exclusive competencies, such as trade.
- Any hard-line recommendations from far-right MEPs will likely be watered down by the majority.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- The EZ unemployment rate held steady in March, staying at 6.5% for the fourth straight month.
- Employment growth likely slowed in Q1, in line with the surveys and advance national data...
- ...And will slow to Q3 at least, lifting the jobless rate as labour-force growth stays strong.
Melanie Debono (Senior Eurozone Economist)Eurozone
- We look for agreeable data this week; we see upside risk to GDP growth, and downward to core inflation.
- Money data point to a lift-off in GDP growth over the coming quarters, adjusted for the savings shift...
- ...But lending figures suggest we are right to think investment will remain depressed in H1.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- 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
- 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