Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

Eurozone Publications

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.

Melanie Debono (Senior Eurozone Economist)

EZ Datanote: Advance PMIs, Germany, December 2023

In one line: Consistent with our call that Germany is in a shallow recession.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: SNB Rate Decision, Q4 2023

In one line:  A clear dovish shift; rate cuts are next. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, EZ, October 2023

In one line: Exaggerated by an Irish drop, but still not good news.

Melanie Debono (Senior Eurozone Economist)Eurozone

12 December 2023 Eurozone Monitor BTP-Bund Spread at 100bp Sounds Fanciful, but It's Doable

  • The BTP-Bund spread is currently around 175bp, but we think it will fall to 100bp by end-2024...
  • ..In line with the current spread between Spanish government-bond yields and Bund yields...
  • ...Faster QT than we anticipate risks preventing the spread from falling to 100bp.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, October 2023

In one line: Confirming that output fell in each of the big four in October.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, October 2023

In one line: Not enough to convince us that net trade was a boost to GDP in Q4.

Melanie Debono (Senior Eurozone Economist)Eurozone

7 December 2023 Eurozone Monitor Italy Still in the Doldrums Despite Upward Revision to Q3 GDP

  • Italian GDP increased in Q3 rather than flat-lined, as the advance release had suggested...
  • ...It is still more likely to fall than rise in Q4, and we are lowering our forecasts for H1 2024.
  • BTPs are rallying, and we look for further gains; we see yields falling to just over 3% by mid 2024.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: GDP, Switzerland, Q3 2023

In one line: Outperforming the EZ and defying the slump in the surveys.

Melanie Debono (Senior Eurozone Economist)Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Eurozone Documents

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