Pantheon Macroeconomics
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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.
In one line: Not the start to Q1 we’d hoped for. .
In one line: Construction downturn intensifies midway through Q1.
In one line: Italian growth fared better than previously thought in Q4, and should now pick up.
In one line: Another data point in favour of ECB hawks.
In one line: Nasty; is the ECB done this week?
In one line: Consistent with another 0.5% q/q increase in GDP in Q1; price pressures rising.
In one line: Consistent with a below-consensus EZ print on Monday.
In one line: EZ inflation expectations ease back; further increases in German unemployment are on the way.
In one line: Consistent with the national CPI undershooting the consensus.
In one line: Inflation pulled lower by energy, but the core softened too; setback in spending after a strong finish to 2024.
In one line: On track for a slowdown in Q1.
In one line: Business sentiment eases despite improvement in manufacturing.
In one line: Upturns in real M1 growth and credit impulse continue.
In one line: Decent headline, but rising unemployment fears is a red flag.
In one line: Little sign of recovery in consumer confidence, but maybe the election changed that.
RISKS TO OUR HAWKISH ECB CALL ARE FOR LESS EASING...
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