Pantheon Macroeconomics

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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.

economic activity Claus Vistesen (Chief Eurozone Economist)

February Chartbook - EZ Economic Chartbook

EUROZONE INFLATION IS SHIFTING HIGHER…

  • …COULD THE ECB HIKE THIS YEAR?

EZ Datanote: Detailed Q4 GDP & GfK Consumer Confidence, Germany

In one line: Strong momentum in domestic demand, but risks still loom in early 2026.

EZ Datanote: Advance PMIs, France, February 2026

In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs. 

January 2026- EZ Economic Chartbook

DOVISH INFLATION DATA SET UP A NERVY Q1 FOR THE ECB...

  1. …BUT THE BAR FOR FURTHER EASING REMAINS HIGH

EZ Datanote: Advance PMIs, Eurozone, January 2026

In one line: Decent, but now signals downside risks relative to official forecasts. 

EZ Datanote: Full-year GDP, Germany, 2025

In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth. 

EZ Datanote: EZ Construction PMIs & German Unemployment, December 2025

In one line: A modest improvement in EZ construction; no change in Germany’s labour market.   

November 2025 - EZ Economic Chartbook

LITTLE IN THE DATA TO SUPPORT AN INSURANCE RATE CUT...

  • …ECB EASING IS OVER

October 2025 - EZ Economic Chartbook

HOPES OF A Q4 RATE CUT DRIFTING OUT OF REACH

  • …AS GROWTH AND INFLATION OVERSHOOT ECB EXPECTATIONS

September 2025 - EZ Economic Chartbook

INFLATION ABOVE 2% WILL KEEP THE ECB ON HOLD IN Q4

…THE EURO AND ENERGY PRICES ALLOWING

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Keywords for: Eurozone Documents

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