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
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In one line: Mixed, but consistent with a modest recovery in consumption growth.
In one line: Better, but rise in the PMI is at odds with the INSEE data.
In one line: The sticky core will come undone soon; we look for a big fall in February
In one line: A downward revision to Q4 GDP growth?
In one line: : Still pointing to a further increase in the PMI.
In one line: Seasonals flatter the increase.
In one line: Still consistent with our EZ call; all eyes on Germany later.
In one line: Perking up, but is it enough?
In one line: Pointing to downside risks to our rebound call.
In one line: Mirroring the weak PMI.
In one line: In line with our view that the Q1 recovery in German GDP will be muted
In one line: A rise in core goods consumption not enough to lift Q4 spending; inflation will fall sharply in Q1.
In one line: Decent, but production likely fell over Q4 as a whole.
In one line: Did net trade boost GDP in France as it likely did in Germany in Q4?
In one line: EZ headline rebounded in December, but the core likely eased further.
In one line: Not enough to convince us consumption rose in Q4.
In one line: Not as good as the headline would suggest.
In one line: German firms will be happy to say Goodbye to 2023!
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