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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.

Claus Vistesen (Chief Eurozone Economist) Miguel Chanco (Chief EM Asia Economist)

18 December 2023 Eurozone Monitor Slide in the PMI Confirms Tough End to 2023 for EZ Economy

  • Friday’s PMIs confirmed the EZ economy was still is in a rut in December, pointing to falling GDP in Q4.
  • The PMI input price component suggests EZ headline inflation will stabilise at just under 2% in H1 24.
  • Accelerating third quarter growth in hourly labour costs is grist on ECB hawks’ mills.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, December

In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, December

In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Eurozone, November 2023

In one line: A big decline; base effects in energy point to a snap-back in December.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, EZ, Q3

In one line: Hit by falling inventories; productivity fell further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Sentix, Eurozone, December 2023

In one line: A modest rise, but still consistent with upside risks for the PMI.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, October 2023

In one line: Net exports in goods seem on track for a rise in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, November

In one line: German unemployment is rising, but employment growth is resilient.

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,