Pantheon Macroeconomics
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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: Unemployment is still rising; soft state CPIs can’t be extrapolated to the HICP.
In one line: Still (very) friendly to ECB doves.
In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
In one line: Core inflation is sticky around 3%.
In one line: Dovish; upside risks for the headline in January, but electricity tariffs set to fall sharply in February.
In one line: ECB doves were saved by France and Italy.
In one line: Another soft inflation print in France; soft core in Switzerland.
In one line: Hot; EZ inflation to overshoot the consensus tomorrow.
In one line: Construction escaped recession in Q4.
In one line: EZ inflation rose less than previously thought in November; another rise this month is likely.
In one line: Dovish, but staying open on the path in 2025 and the level of the neutral rate.
In one line: As expected; no longer need for a restrictive policy rate. Where is neutral?
In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.
In one line: Services inflation will bring the headline down soon, but another increase in December is a decent bet.
In one line: Still low enough for a 50bp rate cut next week.
In one line: German joblessness is still rising; rise in inflation expectations a lagged effect of rebounding inflation.
In one line: French inflation signals EZ HICP in line with the consensus.
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: French inflation signals EZ HICP in line with the consensus.
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