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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 Datanotes Weekly Monitor

PM Datanote: ZEW, Germany, February 2025

In one line: Up sharply, consistent with a better outlook for the EZ economy.

Melanie Debono (Senior Eurozone Economist)Eurozone

PM Datanote: Final Inflation, France, January

In one line: Revisions in healthcare lifts CPI inflation from initial estimate. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, EZ, December 2024

In one line: Still no signs of much tariff front running by US firms. 

Melanie Debono (Senior Eurozone Economist)Eurozone

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

EZ Datanote: Final Inflation, Germany, January 2025

In one line: Soft in CPI, but the core HICP is sticky, and selling prices are rebounding.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, Germany, December 2024

In one line: Output stung by falling auto production; exports finish 2024 on a strong note.

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

EZ Datanote: Retail Sales, EZ, December 2024

In one line: Retail sales still rose in Q4, and further increases are likely. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Construction PMIs, Eurozone, January 2025

In one line: Still pointing to underlying weakness in construction. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, December 2024

In one line: Signs of underlying strength, despite boost from major orders.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: PMIs, Switzerland, January 2025

In one line: Likely underestimating Swiss GDP growth still, and pointing to weaker inflation.

Melanie Debono (Senior 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,