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Eurozone Publications

Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 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.

Datanotes Webinar Weekly Monitor Claus Vistesen (Chief Eurozone Economist)

EZ Datanote: Detailed Inflation, France, April 2024.

In one line: The core should fall a bit further over the summer, but 2% is likely the new trend.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, April 2024

In one line: Soft, but beware the risk of a snap-back in services inflation in May.

Claus Vistesen (Chief Eurozone Economist)Eurozone

13 May 2024 Eurozone Monitor European Parliament elections are not a game changer for EU policy

  • Polls point to more seats for the far-right in the European Parliament after June’s vote...
  • ...This will have little bearing on policy, even where the EU has exclusive competencies, such as trade.
  • Any hard-line recommendations from far-right MEPs will likely be watered down by the majority.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, EZ, April 2024

In one line : Grim, but the reality on the ground is likely better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, April 2024

In one line: The core is still drifting lower, but slowly does it.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP & Unemployment, Germany, Q1/April

In one line: Solid, but construction was boosted significantly by mild weather.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, April

In one line: Someone forgot the give French services inflation the memo, but core inflation fell, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q1 2024

In one line: Decent, but growth in domestic demand likely will slow a tad in Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, April 2024

In one line: Headline in line; services inflation a touch higher than we anticipated.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Spanish CPI & German State CPIs, April 2024

In one line: Downside surprise in Spain; bang on consensus in Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 April 2024 Eurozone Monitor Upside risk to Q1 GDP growth, and falling core inflation? We think so

  • We look for agreeable data this week; we see upside risk to GDP growth, and downward to core inflation.
  • Money data point to a lift-off in GDP growth over the coming quarters, adjusted for the savings shift...
  • ...But lending figures suggest we are right to think investment will remain depressed in H1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, France, April

In one line: Decent, but exclusively due to strength in services

Claus Vistesen (Chief Eurozone Economist)Eurozone

22 April 2024 Eurozone Monitor A decade covering the EZ; what have we learnt, and what's next?

  • The Eurozone is still an incomplete currency union, but we think it will carry on regardless.
  • The pandemic and war in Ukraine show that inflation is possible even in a rapidly aging economy.
  • Fiscal activism, inflation and higher interest rates are all here to stay in the EZ, for the foreseeable future.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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