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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.

Datanotes Webinar Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Spanish CPI & German State CPIs, April 2024

In one line: Downside surprise in Spain; bang on consensus in Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 April 2024 Eurozone Monitor Upside risk to Q1 GDP growth, and falling core inflation? We think so

  • We look for agreeable data this week; we see upside risk to GDP growth, and downward to core inflation.
  • Money data point to a lift-off in GDP growth over the coming quarters, adjusted for the savings shift...
  • ...But lending figures suggest we are right to think investment will remain depressed in H1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, France, April

In one line: Decent, but exclusively due to strength in services

Claus Vistesen (Chief Eurozone Economist)Eurozone

22 April 2024 Eurozone Monitor A decade covering the EZ; what have we learnt, and what's next?

  • The Eurozone is still an incomplete currency union, but we think it will carry on regardless.
  • The pandemic and war in Ukraine show that inflation is possible even in a rapidly aging economy.
  • Fiscal activism, inflation and higher interest rates are all here to stay in the EZ, for the foreseeable future.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, Eurozone, February 2024

In one line: Hit by a fall in the goods surplus; portfolio inflows remain robust.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Eurozone, March

In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, February 2024

In one line: A setback was coming, but the improvement remains intact.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, March 2024

In one line: A big decline, and risks are tilted towards a slide in the core in April

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed CPI, Germany, March 2024

In one line: Pushed lower despite an early Easter boost in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

15 April 2024 Eurozone Monitor Hunting for early-Easter effects in the German and French CPI

  • Our preliminary forecasts for France and Germany point to downside risks to EZ core inflation in April.
  • A VAT hike on gas in Germany and higher oil prices are near-term upside risks to energy inflation.
  • Italy will struggle to shrink its budget deficit to 3% any time soon; will the EU take note?

Claus Vistesen (Chief Eurozone Economist)Eurozone

Global Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, April 2024

In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, April 2024

In one line: A dovish hold—as expected—with a clear signal of a June cut.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, France, February 2024

In one line: Held back by a plunge in energy output; core production did better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

8 April 2024 Eurozone Monitor Hard data support our view of a 0.2% increase in EZ GDP in Q1

  • Industrial production in the Eurozone likely jumped in February but fell over Q1 as a whole.
  • Retail sales data point to a subdued EZ consumer in Q1, but the services numbers will look better.
  • Our Nowcast model points to EZ GDP stagnating in Q1, but it is too downbeat; a 0.2% rise is more likely.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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