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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: Rising enough to prevent a 50bp cut in December, we think.
In one line: Up in manufacturing, down in services; GDP to flat-line in Q4 after the Olympics boost in Q3.
In one line: Goods surplus rebounded in September; net trade was still a drag on growth in Q3.
In one line: PMI-suggested stagnation unlikely but Trump win bodes ill for already-weak demand for manufactured goods.
In one line: A big blow to hopes of a 50bp cut in December.
In one line: Disappointing; was the hit from construction investment bigger than we thought?
In one line: Stellar again; inflation increase driven by energy base effects
In one line: Decent, but nothing to write home about ex-Olympic boost.
In one line: Supporting our view Germany will avoid recession this year but pointing to downside risks in Italy.
In one line: Barely budging fuelling market expectations for faster ECB rate cuts.
In one line: Down, in line with our call that French GDP will slow again in Q4 after an Olympics boost in Q3.
In one line: Inflation will likely rise back up in Q4.
In one line: Likely to fall further this month but also likely overdoing the weakness in the economy.
In one line: Fall in core confirmed & headline below the ECB’s target; October’s rate cut is a go
In one line: Down, like the PMI, and dovish on inflation and wages.
In one line: An October cut is now fully priced, and for good reason.
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