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.

Daily Monitor Global Weekly Monitor

4 February 2025 Eurozone Monitor A 10pp hike in US tariffs on EU imports priced in by EURUSD

  • President Trump will soon impose tariffs on imports from the EU, but the details are still up in the air. 
  • A 10pp increase in tariffs on EU goods is all but fully factored in by the drop in EURUSD since Q3. 
  • EZ headline and core inflation beat the consensus in January; still no perfect landing at 2% in sight.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 February 2025 Eurozone Monitor Risks tilted slightly to the downside for EZ headline inflation today

  • We now see EZ headline inflation unchanged at 2.4% in January, with a 0.1pp dip in the core, to 2.6%.
  • Selling price expectations are rising in Germany and France, but core inflation will dip further in Q1.
  • Is the consumption recovery in the Eurozone finally kicking in? We think so.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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