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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: Sentix, Eurozone, December 2023

In one line: A modest rise, but still consistent with upside risks for the PMI.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, October 2023

In one line: Net exports in goods seem on track for a rise in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 December 2023 Eurozone Monitor What Is the Likelihood of an Upturn in Manufacturing in Q1?

  • EZ manufacturing PMIs suggest that industrial production remains on track for a decline in Q4.
  • Manufacturing employment is now falling steadily; will it pull the broader labour market down?
  • It’s early days, but we’re starting to feel excited about better-looking manufacturing surveys in Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, November

In one line: German unemployment is rising, but employment growth is resilient.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: EC Sentiment, Eurozone, November 2023

In one line: Services confidence is holding up; employment expectations fell further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: ISTAT, Italy, November 2023

In one line: Better for consumers and manufacturing, but service confidence fell further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GfK Consumer Confidence, Germany, December.

In one line: Depressed, despite an improving outlook for real income growth.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, November 2023

In one line: Still-rising, but will the fiscal impasse hit the December data?

Claus Vistesen (Chief Eurozone Economist)Eurozone

27 November 2023 Eurozone Monitor Germany's Economy Is Suffering; a Fiscal Crisis Would Make It Worse

  • German GDP fell in Q3, and we look for a further decline in Q4, pushing the economy into recession.
  • Real disposable income growth remains weak; we still think it will improve next year as inflation eases.
  • The fiscal impasse will be resolved, eventually, but a near-term hit to growth is now likely.

Claus Vistesen (Chief Eurozone Economist)Eurozone

20 November 2023 Eurozone Monitor EZ Inflation Data Look Consistent with a March Rate Cut, to Us

  • Inflation in the EZ is falling quickly, and the threat from a rebound in energy inflation is receding.
  • Core inflation remains on track to undershoot the ECB’s September forecasts, especially in Q1.
  • Sticky wages is a risk to our call for easing early next year, but the path to a March cut is still clear.

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,