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: Drag from net trade in goods disappeared in Q3, as US exports jumped, supporting the confirmed picked up in GDP growth.
In one line: Disappointing rebound; we don’t trust it.
In one line: Reversing August’s fall; Q4 will be better.
In one line: Sticky, and will remain so until January.
In one line: A minor dip; investor sentiment still signals a solid PMI.
In one line: Down but still consistent with faster GDP growth in Q4.
In one line: Exports to the US rebounding; deficit with China widening.
In one line: Q4 will be better, we think.
In one line: Terrible, but also a terrible leading indicator.
In one line: Up less in Q3 than Q2.
In one line: Underwhelming, but we see further gains in early Q4.
In one line: Rock-solid, but momentum is now slowing.
In one line: A rebound, but what happened to output in September?
In one line: In line with our view of Swiss economic weakness.
In one line: Down, but the SNB will ignore it.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.

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