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
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Global Weekly Monitor Ankita Amajuri (Eurozone Economist)
- The SNB will leave rates on hold throughout 2026, unlike its neighbouring central bank, the ECB.
- The SNB’s Q2 projections for inflation in the medium term will be slightly higher than before.
- We expect the Chairman to reiterate the SNB’s willingness to curb the strength of the CHF.
- Italy risks breaching the EU’s 3% deficit-to-GDP rule in the event of a prolonged energy shock.
- Spain’s budget stalemate since late 2022 gives it the fiscal firepower to mitigate the hit to its economy.
- Borrowing costs could climb higher still, but policy backstops will keep EZ bond markets relatively calm.
- Higher energy prices in March more than offset the disinflationary impact of the strong Swiss franc.
- But a decline in domestic inflation kept the headline rate from rising as much as the consensus expected.
- Headline inflation will rise further this year, as domestic price pressures are building.