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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: Lifted by tariff front-running, still pointing to downside risks to growth.
In one line: EZ consumers didn’t like Trump’s tariff announcements.
THE ECB HAS ONLY ONE MORE CUT IN IT...
In one line: Easing back; unemployment fears still high.
In one line: Easing political uncertainty didn’t lift spirits in March.
In one line: Business sentiment eases despite improvement in manufacturing.
In one line: Further increases are likely as political uncertainty abates.
In one line: Starting 2025 on decent footing.
In one line: Consumer sentiment takes a hit as the Holidays approach.
In one line: Rising IESI still points to downside risks for Q4 GDP.
In one line: Not as bad as PMIs but still in line with our view that GDP will flat-line in Q4 after the Olympics boost in Q3.
In one line: Politics still holding back consumer confidence.
ECB HAS FURTHER ROOM TO EASE POLICY...
...BUT WE ARE CLOSER TO NEUTRAL THAN MARKETS BELIEVE
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