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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.
THE ECB HAS ONLY ONE MORE CUT IN IT...
In one line: Overall confidence is improving, but still subdued.
In one line: Up and away; let’s hope the fiscal stimulus package passes today.
In one line: Business sentiment eases despite improvement in manufacturing.
In one line: Decent headline, but rising unemployment fears is a red flag.
In one line: Little sign of recovery in consumer confidence, but maybe the election changed that.
RISKS TO OUR HAWKISH ECB CALL ARE FOR LESS EASING...
In one line: Further increases are likely as political uncertainty abates.
In one line: Up sharply, consistent with a better outlook for the EZ economy.
In one line: Decent, but also behind the Trump-curve.
In one line: Starting 2025 on decent footing.
ECB HAS FURTHER ROOM TO EASE POLICY...
In one line: Hit by declines in Germany and France; services are still holding up overall.
In one line: Unemployment fears are soaring.
In one line: Not as bad as PMIs but still in line with our view that GDP will flat-line in Q4 after the Olympics boost in Q3.
ECB HAS FURTHER ROOM TO EASE POLICY...
...BUT WE ARE CLOSER TO NEUTRAL THAN MARKETS BELIEVE
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