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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.
In one line: Business sentiment eases despite improvement in manufacturing.
RISKS TO OUR HAWKISH ECB CALL ARE FOR LESS EASING...
In one line: Ugly crash in the services PMI is a fluke, we hope
In one line: Further increases are likely as political uncertainty abates.
In one line: Starting 2025 on decent footing.
In one line: Poor, but far from conclusive for consumption growth in Q1.
In one line: A rebound, but still subdued overall.
ECB HAS FURTHER ROOM TO EASE POLICY...
In one line: New year relief, but still subdued.
In one line: Poor, but details better than the headline.
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: Consumer sentiment takes a hit as the Holidays approach.
In one line: Rising IESI still points to downside risks for Q4 GDP.
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.
In one line: Politics still holding back consumer confidence.
ECB HAS FURTHER ROOM TO EASE POLICY...
...BUT WE ARE CLOSER TO NEUTRAL THAN MARKETS BELIEVE
ECB DOVES STILL HAVE THE UPPER HAND...
In one line: Politics rattle German consumers; we doubt falling sentiment will be reflected in spending figures.
independent macro research, Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,