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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.

Ankita Amajuri (Eurozone Economist)

EZ Datanote: Inflation, Switzerland, March 2026

In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further. 

2 April 2026 Eurozone Monitor Swiss inflation jumped in March, and will accelerate through 2026

  • Higher energy prices in March more than offset the disinflationary impact of the strong Swiss franc....
  • ....and likely pushed the headline inflation rate in Switzerland to 0.6%, from 0.1% in February.
  • A surge in price-setting expectations suggests inflation will pick up quickly over the coming months.

EZ Datanote: Retail Sales, Spain, February 2026

In one line: Fiscal support isn’t going to save Spanish consumer spending in H1.

EZ Datanote: ISTAT Business Confidence, Italy, March 2026

In one line: Households already rattled by energy shock; industry yet to report feeling jittery.  

EZ Datanote: Flash EC Consumer Confidence, Eurozone, March 2026

In one line: Initial hit from Trump’s war is worse for EZ sentiment than his tariffs. 

EZ Datanote: SNB Rate Decision, Q1 2026

In one line: On hold, stronger emphasis on FX intervention. 

17 March 2026 Eurozone Monitor SNB will stand pat, whether energy prices rise further or fall back

  • The conflict in the Middle East pits energy prices and the CHF in a tug of war over Swiss imported inflation.
  • A prolonged conflict would push headline CPI  to the middle of the SNB’s inflation target range this year.  
  • The SNB will leave interest rates unchanged on Thursday, and also throughout 2026.

13 March 2026 Eurozone Monitor Toss the FX models; safe-haven CHF flows will override them all

  • Safe-haven flows have pushed the Swiss franc close to record highs against the euro and US dollar.
  • The risk of an energy shock has weakened the euro, making it harder for the SNB to weaken the franc.
  • Appreciation driven by risk-on sentiment will offset downward pressure from interest rate differentials.

EZ Datanote: Industrial Production, Spain, January 2026

In one line: Spanish industry stumbled at the start of the year; downside risks loom.

EZ Datanote: Inflation, Switzerland, February 2026

In one line: Inflation holds steady; negative rates even less likely than earlier. 

5 March 2026 Eurozone Monitor Deflation and negative rates in Switzerland both off the table

  • Headline inflation in Switzerland held steady at 0.1% in February; deflation is unlikely going forward…
  • …The SNB will stand pat in 2026 and will instead intervene in FX markets to stem currency strength.
  • GDP growth in Italy picked up in Q4; we expect even stronger quarterly growth throughout 2026.

EZ Datanote: EC Sentiment, Eurozone, February 2026

In one line: Sentiment edges down, price pressures remain elevated. 

EZ Datanote: ISTAT Business Confidence, Italy, February 2026

In one line: Slight deterioration, but consumers and retailers are upbeat.

EZ Datanote: INSEE Consumer Confidence, France, February 2026

In one line: Sentiment improved, but unemployment fears remain high. 

EZ Datanote: Advance EC Consumer Confidence, Eurozone, February 2026

In one line: EZ consumer sentiment up once again, but by only a bit this time.

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Keywords for: Eurozone Documents

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