Eurozone Documents

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.

Datanotes Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

31 March 2025 Eurozone Monitor Last week's data had something for both ECB hawks and doves

French and Spanish inflation came in weaker than expected in March, and German joblessness rose...
...But consumer inflation expectations and selling price expectations are up and money supply firmed.
The April decision by the ECB is now finely poised; a dovish March HICP could swing it for the doves.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: INSEE Business Confidence, France, March 2024

In one line: Overall confidence is improving, but still subdued.

Claus Vistesen (Chief Eurozone Economist)Eurozone

24 March 2025 Eurozone Monitor Upside for business surveys in March; services trade on the rise

The jump in investor sentiment points to a higher EZ Composite PMI in March.
Current account data suggest services trade may be a drag on EZ GDP in Q1; inventories may offset it.
The INSEE survey shows improving, but still subdued, business confidence in France.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Construction, Eurozone, January 2025

In one line: Construction kept going at the start of 2025.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, February 2025

In one line: As low as it gets this year?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ZEW, Germany, March 2025

In one line: Up and away; let’s hope the fiscal stimulus package passes today.

Claus Vistesen (Chief Eurozone Economist)Eurozone

17 March 2025 Eurozone Monitor SNB has found the end of the rainbow: easing cycle finishes here

Swiss inflation has fallen thus far in Q1, so the SNB will trim rates this week...
...But another jumbo 50bp cut is highly unlikely; we look for a 25bp cut, taking the policy rate to 0.25%.
The Swiss monetary easing cycle likely ends there, with inflation set to rise over the coming months.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, Germany, January 2025

In one line: Solid rise in industrial output, but net trade remains subdued.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, January 2025

In one line: Stung by plunge in major orders; core orders should rise in coming months.

Claus Vistesen (Chief Eurozone Economist)Eurozone

10 March 2025 Eurozone Monitor A look on the bright side for GDP growth in the Eurozone

Domestic demand drove growth in the Eurozone in the second half of 2024; can it continue?
Inventories and net trade will be important swing factors for growth in the first half of 2025.
Our new forecasts put us well above the ECB; trade policy uncertainty is the dark horse.

Claus Vistesen (Chief Eurozone Economist)Eurozone