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.

EZ Datanote: Final PMIs, Eurozone, August

In one line: GDP growth is unlikely to slow in Q3, as the PMI suggests.

Melanie Debono (Senior Eurozone Economist)Eurozone

4 September 2024 Eurozone Monitor Swiss GDP growth picks up, but inflation falls; SNB will cut again

  • Net trade drove the increase in Swiss GDP in Q2, while investment held it back.
  • Growth will slow in Q3 but pick up again in Q4, such that GDP rises by 1.2% in 2024 the same as in 2023.
  • Inflation was a touch higher than we expected in August, but the SNB will still cut twice more this year.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Inflation, Switzerland, August 2024

In one line: Stubborn domestic inflation prevents bigger decline. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, Eurozone, August 2024

In one line: Consistent with continued recession in industry, despite upward revision. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ISTAT Confidence, Italy, August 2024

In one line: Rising services sentiment boosts the headline aggregate index.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, August

In one line:  Within a touch of the ECB’s target; September’s rate cut is a go

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, August

In one line: Steady; leading indicators point to a renewed increase soon.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation/Consumers Spending, France, August/July

In one line:  Olympics pulled services prices higher but headline inflation still dropped 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: EC ESI, EZ, August 2024

In one line:  Up, like the PMI; inflation expectations remain anchored.

Melanie Debono (Senior Eurozone Economist)Eurozone

3 September 2024 Eurozone Monitor Italian growth will improve, despite construction capex dwindling

  • The small 0.2% q/q increase in Italian GDP in Q2 was confirmed; net trade held back growth...
  • ...But so did construction investment, where dwellings investment is falling.
  • Both trends will be offset by a rebound in inventories and stronger consumers’ spending in H2.

Melanie Debono (Senior Eurozone Economist)Eurozone

2 September 2024 EZ Monitor ECB September rate cut is a go; October easing growing in favour

  • EZ inflation fell to its lowest since July 2021 in August, marginally above the ECB’s target...
  • ...The Bank will find it hard to justify its current restrictive stance, especially with wage growth easing.
  • We think a September rate cut is more likely than not and keep our October cut in too, for now.

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,