Pantheon Macroeconomics

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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.

Global Daily Monitor Claus Vistesen (Chief Eurozone Economist)

20 December 2023 Eurozone Monitor EZ Inflation Will Rise in December; January Key for 2024 Forecasts

  • Inflation fell sharply in November; it will rebound in December, but what will happen in January?
  •  Our inflation forecasts remain at odds with the ECB’s; we still see a March rate cut.  
  • We’re betting that inflation falling below target will prompt the ECB to focus less on wage growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 December 2023 Eurozone Monitor Rebound in Imports to Hold Back EZ GDP Growth in 2024

  • Net exports are poised to lift GDP growth in Q4, but by how much? We look for a 0.1pp rise. 
  • Export growth will rebound next year, but we think imports will recover relatively more. 
  • We believe rising goods imports will weigh on net exports and GDP growth in 2024.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

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