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Eurozone Publications

Below is a list of our Eurozone Publications for the last 5 months. If you are looking for reports older than 5 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.

7 May 2026 Eurozone Monitor ECB unlikely to be bailed out by a US-Iran deal

  • We doubt that a rapprochement between the US and Iran will get the ECB off the hook next month.
  • Wage growth in the EZ remains subdued, but risks are tilting to the upside for next year.
  • French industry and Italian retail sales ended Q1 on a solid note; the fall in EZ April PMIs is confirmed.

EZ Datanote: Inflation, Switzerland, April 2026

In one line: SNB to stand pat through 2026 as the economy faces stagflation.  

6 May 2026 Eurozone Monitor Stagflation risk will keep the SNB on the sidelines this year

  • Swiss inflation jumped in April, and is set to average 1% over the medium term… 
  • …As second-round effects from higher energy prices will lift domestic inflation sustainably in H2.  
  • The SNB will remain on the sidelines, since the energy shock is also set to hit growth.

5 May 2026 Eurozone Monitor Week in preview: robust German industry and rising Swiss inflation

  • Swiss inflation likely rose further at the start of Q2, lifted primarily by higher inflation in import prices.
  • German manufacturing data for March should reveal gains in both production and new orders.
  • Retail sales in the EZ fell in March, but we think the German headline will be revised higher next month.

EZ Datanote: ECB Rate Decision, April 2026

In one line: In wait-and-see mode, but we suspect with a hawkish bias. 

EZ Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

EZ Datanote: Advance Q1 GDP, Italy, Q1 2026

In one line: The energy shock will hurt Italian growth more than other major EZ economies.

EZ Datanote: Advance Q1 GDP & April Unemployment, Germany

In one line: Q1 GDP boosted by consumption and net trade; labour market cracking in Q2? 

EZ Datanote: Advance GDP, Spain, Q1 2026

In one line: Beats expectations, but this strength won’t last

EZ Datanote: Retail Sales, Germany, March 2026

In one line: Grim, but appear unduly depressed by seasonals. 

EZ Datanote: Advance GDP, France, Q1 2026

In one line: Stung by falling energy consumption and plunge in construction. 

EZ Datanote: Advance Inflation, Germany, April 2026

In one line: Services flattered by plunge in package holiday inflation. 

EZ Datanote: EC ESI, Eurozone, April 2026

In one line: Inflation expectations soar, sentiment slumps.

EZ Datanote: ISTAT Business Confidence, Italy, April 2026

In one line: Broad-based fall in confidence; inflation expectations soar.  

EZ Datanote: State CPIs, Germany, April 2026

In one line: Temporary relief from plunge in package holiday inflation. 

April 2026- EZ Economic Chartbook

THE EUROZONE IS SLIPPING BACK INTO STAGFLATION…

  • …THE ECB WILL FOCUS ON INFLATION WITH TWO RATE HIKES THIS YEAR
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Keywords for: Eurozone Documents

independent macro research, Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,