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.

Chartbook Global Weekly Monitor

17 February 2025 Eurozone Monitor ECB A truce in Ukraine is no panacea for still-elevated EZ energy prices

  • A peace deal or ceasefire in Ukraine is unlikely to drive near-term relief in Eurozone energy prices.
  • The EZ GDP growth slowdown in Q4 was smaller than previously thought...
  • ...And EZ productivity growth picked up; or did it? Our ECB call is unchanged either way.

Claus Vistesen (Chief Eurozone Economist)Eurozone

10 February 2025 Eurozone Monitor ECB policymakers will struggle to stay neutral on neutral

  • Attempts by the ECB to persuade markets to give up focusing on the neutral rate are laudable, but futile.
  • The ECB’s own forecasts suggest that the policy rate should stabilise at neutral, wherever that is.
  • EZ industrial production fell sharply in December, but we look for a solid rebound in January.

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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Keywords for: Eurozone Documents

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