Pantheon Macroeconomics - Eurozone Document Vault

Eurozone Documents
Eurozone Document Vault

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Eurozone Publications

Below is a full list of our Eurozone Publications.

Please use the filters on the right to search for a specific date or topic.

13 December 2018 Expect a Dovish Mr. Draghi Today, but Don't Bet Money on It

We suspect that today's ECB meeting will be a sideshow to the political chaos in the U.K., but that doesn't change the fact that the central bank's to-do list is long.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

12 December 2018 Mr. Macron Signals a Policy Shift in France, and for the EZ too?

The outlook for the French economy is changing on a daily basis these days.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

11 December 2018 Probably No Help From Net Exports for German GDP in Q4

German net exports were treading water at the start of the fourth quarter. The seasonally adjusted trade surplus slipped to €17.4B in October, from a revised €17.7B in September, constrained by a 1.3% month-to-month rise in imports, which offset a 0.7% increase in exports.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

10 December 2018 EZ Consumption Slowed Sharply in Q3, is a Q4 Rebound Coming?

Friday was a busy day in the Eurozone. The final and detailed GDP report confirmed that growth in the euro area slowed to 0.2% quarter-on-quarter in Q3, from 0.4% in Q2, with the year-over-year rate slipping by 0.6 percentage points to 1.6%, just 0.1pp below the first estimate.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

7 December 2018 German Manufacturing is Recovering, but Watch Out for Base Effects in Q4

The tepid recovery in German manufacturing continued in at the start of Q4. Factory orders edged higher by 0.3% month-to-month in October, boosted by a 2.9% month-to-month increase in export orders, primarily for capital and intermediate goods in other EZ economies.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

6 December 2018 The PMIs are No Fun EZ Growth is Slowing, and Italy is in Recession

Yesterday's final PMI data in the euro area for November broadly confirmed the initial estimates.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

5 December 2018 Mr. Macron Blinks in the Face of Violence and Chaos in Paris

The violent protests in France claimed their first victims over the weekend, providing sombre evidence of the severity of the situation for the government.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

4 December 2018 Eurozone Markets Want to Believe in the U.S.-China Trade Truce

The 90-day truce in the trade wars between the U.S. and China, brokered on Saturday at the G20 meeting in Argentina, is a big deal for financial markets in the euro area, at least in the near term.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

3 December 2018 Soft Economic Data in the EZ are Priced-in by Rates Markets

Friday's inflation and labour market data in the Eurozone were dovish.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Weekly  Download

30 November 2018 EZ Inflation Likely Fell More than Markets Expected in November

Yesterday's November inflation reports from Germany and Spain suggest that today's data for the Eurozone as a whole will undershoot the consensus.... More by Claus Vistesen

Region: Eurozone   Publication:  Monitor Daily  Download

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Eurozone Document Vault, pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent advice, independent analysis, independent macroeconomic researcj, independent, analysis, research, economic intelligence, economy, economic, economics, economists, Dr. Ian Shepherdson, Ian Shepherdson, financial market, financial, market, finance, macro, macro research, independent macro research