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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.

Global Datanotes Daily Monitor

EZ Datanote: Advance Inflation, EZ, October 2025

In one line: Only a washout in November can deliver an ECB rate cut now. 

EZ Datanote: Advance Inflation, France, October 2025

In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.

EZ Datanote: ECB Press Conference, October 2025

In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions. 

EZ Datanote: Q3 GDP, State CPIs & Unemployment, Germany

In one line: Germany avoids recession, just; inflation down fractionally in October.

EZ Datanote: Advance GDP, Italy, Q3 2025

In one line: Not much of a rebound but faster growth is on the way.

31 October 2025 Eurozone Monitor ECB holds rates steady as inflation and GDP look resilient

  • The ECB took a breather in Florence; no change in policy and little in the way of guidance. 
  • Inflation in Spain and Germany, and our forecasts for Italy and France, signal EZ inflation at 2.2% today. 
  • EZ GDP rose by 0.2% quarter-to-quarter in Q3, breezing past the ECB’s September forecast.

EZ Datanote: ECB BLS, EZ, Q3 2025

In one line: Lending standards tightened again, but demand for loans is still rising, just.

EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025

In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.

29 October 2025 Eurozone Monitor BLS remains weak, but surveys point to strength in Italy in early Q4

  • The ECB BLS showed banks tightened lending standards in Q3, boding ill for capex and spending… 
  • ...But these downbeat messages can safely be ignored, given other survey data. 
  • The first business survey for Italy for October suggests growth there is picking up, as in Germany.

EZ Datanote: Money Supply, EZ, Sep 2025

In one line: Still pointing to decent growth alongside credit figures

28 October 2025 Eurozone Monitor More data to suggest underlying resilience in the EZ economy

  • Lending to the private sector is slowing at the margin but underlying momentum remains solid… 
  • ...Our measure of the credit impulse points to EZ GDP growth of around 0.5% q/q in Q4. 
  • Germany’s IFO survey adds to the message from the PMI that a rebound there will lead the way in Q4.

EZ Datanote: Flash PMIs, EZ, October 2025

In one line: Driven higher by pick up in German activity. 

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Keywords for: Eurozone Documents

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