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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 Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Construction, Eurozone, March

In one line: A solid Q1, but output will fall back in Q2. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

20 May 2024 Eurozone Monitor Sticky services inflation still the key threat to the outlook for rates

  • EZ headline inflation held steady in April, matching the first estimate; core inflation fell slightly.
  • The near-term outlook for energy inflation has improved, but that will change if oil prices rebound.
  • Services inflation is as sticky as ever and will likely rebound in May; insurance inflation is rocketing.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, April 2024.

In one line: The core should fall a bit further over the summer, but 2% is likely the new trend.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, April 2024

In one line: Soft, but beware the risk of a snap-back in services inflation in May.

Claus Vistesen (Chief Eurozone Economist)Eurozone

13 May 2024 Eurozone Monitor European Parliament elections are not a game changer for EU policy

  • Polls point to more seats for the far-right in the European Parliament after June’s vote...
  • ...This will have little bearing on policy, even where the EU has exclusive competencies, such as trade.
  • Any hard-line recommendations from far-right MEPs will likely be watered down by the majority.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, EZ, April 2024

In one line : Grim, but the reality on the ground is likely better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, April 2024

In one line: The core is still drifting lower, but slowly does it.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP & Unemployment, Germany, Q1/April

In one line: Solid, but construction was boosted significantly by mild weather.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, April

In one line: Someone forgot the give French services inflation the memo, but core inflation fell, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q1 2024

In one line: Decent, but growth in domestic demand likely will slow a tad in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, April 2024

In one line: Headline in line; services inflation a touch higher than we anticipated.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

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Keywords for: Eurozone Documents

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