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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: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly.
In one line: Solid; ignore the drop in core inflation; it will come back in August, strongly.
In one line: Mildly disappointing in Germany and rocketing in Italy; EZ GDP to surprise to the upside.
In one line: Stellar Q2 for Spain, Q3 should be even better.
In one line: The core was hit by base effects in goods; it will rebound in August.
In one line: Decent, but held back by fall in goods spending; Q3 will be better.
In one line: Decent, but held back by fall in goods spending; Q3 will be better.
Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...
In one line: The red-hot German inflation print has arrived; and it will get hotter still.
In one line: Germany's CPI will come in hot today, mostly due to technical factors.
In one line: Solid growth at start of Q3 but Delta starting to weigh on sentiment
The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...
In one line: Soft, but not terrible.
Robust M1 growth points to solid GDP growth in the Eurozone, once the dust settles from reopening. Loan growth is slowing, but that's mainly due to base effects; the underlying...
In one line: Still slowing, but we it will stabilise in Q3; M1 growth remains robust.
The Rebound In The EZ Economy Is Now Underway....Will It Be Sustained In Q3?
We look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...
In one line: Still consistent with solid growth, but a warning, all the same.
The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...
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