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 Emerging Asia Daily Monitor

2 October 2025 Eurozone Monitor Dovish decimals in the EZ HICP hide an overall hawkish report

  • Decimals proved dovish in the September HICP, but the main message from the report is hawkish. 
  • We still see EZ inflation above 2% in Q4, which would make it difficult for the ECB to cut in December. 
  • We’re lowering our inflation forecasts slightly, but our baseline remains higher than the ECB’s.
Claus Vistesen (Chief Eurozone Economist)Eurozone

1 October 2025 Eurozone Monitor All set for a slight upside surprise in the EZ HICP today

  • A hawkish tilt in the German and Italian HICP data leaves our forecast for the EZ HICP at 2.3%. 
  • We still see the glass as half-full for Q3 consumption in Germany and France, despite soft monthly data. 
  • German jobless claims ticked higher in September but will fall in October; employment is still subdued. 
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,