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: Up thanks to rebound in German manufacturing.
In one line: Easing political uncertainty didn’t lift spirits in March.
In one line: Construction kept going at the start of 2025.
In one line: As low as it gets this year?
In one line: Another data point in favour of ECB hawks.
In one line: Nasty; is the ECB done this week?
In one line: Ignore headline fall; M1 growth is still accelerating.
In one line: Up, supporting our call for faster GDP growth in early 2025, but not enough to deter an ECB rate cut next week.
In one line: New year relief, but still subdued.
In one line: Construction supported growth in Q4.
In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
In one line: Disappointing, but still consistent with a rise in Q4.
In one line: Hit by declines in Germany and France; services are still holding up overall.
In one line: ECB doves were saved by France and Italy.
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
In one line: Sustained weakness in manufacturing; upturn in real M1 growth is accelerating.
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: Consumers came to the rescue for Italy in Q3; Still no dovishness in EZ labour market data.
independent macro research, Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,