Pantheon Macroeconomics
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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.
In one line: Solid, before inflation saps real M1 growth.
In one line: Net trade in goods on track for a boost to growth in Q1.
In one line: No help to GDP growth from construction in Q1.
In one line: The ECB is no longer 'in a good place.'
In one line: Revision due to Ireland; core domestic demand was strong.
In one line: Consistent with likely weakness in Q1, but still too downbeat overall.
In one line: More hawkish data for EZ short-term bonds to digest.
In one line: Still well above 2%, but little impact on the ECB’s reaction function.
In one line: A strong rise in M1 growth; did lending growth really slow?
In one line: Dovish, but far from underwriting a further rate cut.
In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
In one line: Falling energy and services inflation overpowered by rising inflation in food and core goods.
In one line: The EZ ends 2025 on a high.
In one line: Sticky, and hawkish, relative to our expectations.
In one line: Easing M1 growth offset by falling inflation, for now.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: The probability of further ECB easing is underpriced.

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