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.
EUROZONE INFLATION IS SHIFTING HIGHER…
In one line: Strong momentum in domestic demand, but risks still loom in early 2026.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
DOVISH INFLATION DATA SET UP A NERVY Q1 FOR THE ECB...
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Strength in manufacturing, but PMIs signal weakness in services.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Industry slowed sharply in Q4, but goods spending likely accelerated.
In one line: Strong manufacturing, but plunging exports.
In one line: A modest improvement in EZ construction; no change in Germany’s labour market.
LITTLE IN THE DATA TO SUPPORT AN INSURANCE RATE CUT...
HOPES OF A Q4 RATE CUT DRIFTING OUT OF REACH
In one line: Not pretty, but the official numbers are better.
INFLATION ABOVE 2% WILL KEEP THE ECB ON HOLD IN Q4
…THE EURO AND ENERGY PRICES ALLOWING

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