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: Final Inflation, Germany, August 2025

In one line: A further near-term rise is coming before a plunge in early 2026.

EZ Datanote: Industrial Production & Trade, Germany, July 2025

In one line: Solid production numbers, but net trade in goods remain under pressure.

EZ Datanote: Detailed GDP, Eurozone, Q2 2025

In one line: Growth slows as tariff front-running disappears.

EZ Datanote: Factory Orders, Germany, July 2025

In one line: As we expected, but where was the Airbus-driven upward revision?

8 September 2025 Eurozone Monitor Lifting our EZ H2 GDP forecasts, but downside risks still loom

  • EZ GDP rose in Q2 only because of an accumulation of inventories...
  • ...Inventories are now set to crash, but the drag from net trade will be buffered by a fall in imports.
  • We now look for continued, albeit still-weak, Eurozone GDP growth in the second half of the year.

EZ Datanote: Construction PMI, Eurozone, August 2025

In one line: Better; inflation pressures remain strong despite subdued activity.

1 September 2025 Eurozone Monitor EZ headline inflation close to 2% in August, but what about core?

  • It’s a coin toss between EZ headline inflation at 2.1% or 2.0% in August, but what happened in the core?
  • Early consumers’ spending data for July point to downside risks to growth in Q3.
  • Germany’s labour market seems to be turning a corner, and ECB inflation expectations are elevated.

EZ Datanote: ESI, Eurozone, August 2025

In one line: Unwelcome rise in services selling price expectations.

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Keywords for: Eurozone Documents

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