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.

Datanotes Weekly Monitor

EZ Datanote: Retail Sales, Spain, October 2025

In one line: Spanish households' spending spree is coming to an end.

EZ Datanote: Retail Sales, Germany, October 2025

In one line: Plateauing after strong growth earlier in the year.

1 December 2025 Eurozone Monitor A jump in Germany's HICP keeps the EZ at 2.2% in November

  • A hawkish German HICP keeps our forecast for Eurozone headline inflation at 2.2% for November…
  • …but the details in Friday’s early EZ inflation numbers, however, tilt dovish, especially for the core.
  • EZ retail sales likely had a slow start to Q4, due to weakness in Spain and Germany.

EZ Datanote: ESI, EZ, November 2025

In one line: Another survey suggesting ECB easing is over.

EZ Datanote: Detailed GDP, Germany, Q3 2025

In one line: Stung by falling consumption and another hit from falling net trade.

EZ Datanote: Flash PMIs, Eurozone, November 2025

In one line: Still pointing to upside risks to our forecast for Q4.

EZ Datanote: Flash PMIs, Germany, November 2025

In one line: Private sector activity growth slows but Q4 still set to be better than Q3.

24 November 2025 Eurozone Monitor PMIs for November show little reason for an ECB cut in December

  • The tiny fall in the EZ composite PMI in November still leaves it pointing to stronger GDP growth in Q4.
  • The PMIs also indicate rising price pressures, signalling little need for another ECB cut this year.
  • EZ negotiated wage growth dropped in Q3, but this is not the start of a new trend.

EZ Datanote: GDP flash, Switzerland, Q3 2025

In one line: Worse than we thought; upside risks loom for Q4.

EZ Datanote: GDP (2nd Est.), Employment & Trade Balance, EZ, Q3/Sept 2025

In one line: Drag from net trade in goods disappeared in Q3, as US exports jumped, supporting the confirmed picked up in GDP growth.

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Keywords for: Eurozone Documents

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