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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

18 May 2026 Eurozone Monitor Don't fear inflation in the EZ, fear disinflation and fiscal risk

  • Downside risks to EZ economic growth are widening, but we see broadly stable nominal growth.
  • The starting position of public deficits makes fiscal balances vulnerable to a slowdown in the economy.
  • A recession would widen the EZ budget deficit to 6% of GDP, triggering pro-cyclical tightening.

EZ Datanote: ZEW, Germany, May 2026

In one line: Investor sentiment rebounds in May, slightly.

EZ Datanote: Final Inflation, Germany, April 2026

In one line: The core will snap back in May, but a fuel duty cut will lower energy inflation.

11 May 2026 Eurozone Monitor EZ industry finishes Q1 in decent shape, despite German weakness

  • German industrial output is still trailing leading indicators; revisions or a rebound are coming.
  • Nowcast models for Q1 GDP in Germany look strong despite weakness in industry and retail sales data.
  • Industrial output in Spain jumped in March, helping production in the EZ as a whole to a small gain.

EZ Datanote: Inflation, Switzerland, April 2026

In one line: SNB to stand pat through 2026 as the economy faces stagflation.  

5 May 2026 Eurozone Monitor Week in preview: robust German industry and rising Swiss inflation

  • Swiss inflation likely rose further at the start of Q2, lifted primarily by higher inflation in import prices.
  • German manufacturing data for March should reveal gains in both production and new orders.
  • Retail sales in the EZ fell in March, but we think the German headline will be revised higher next month.

EZ Datanote: ECB Rate Decision, April 2026

In one line: In wait-and-see mode, but we suspect with a hawkish bias. 

EZ Datanote: Advance GDP & Unemployment, Eurozone, Q1/March 2026

In one line: Q1 growth undershoots expectations; labour market holding up, for now.

EZ Datanote: Advance Q1 GDP, Italy, Q1 2026

In one line: The energy shock will hurt Italian growth more than other major EZ economies.

EZ Datanote: Advance Q1 GDP & April Unemployment, Germany

In one line: Q1 GDP boosted by consumption and net trade; labour market cracking in Q2? 

EZ Datanote: Advance GDP, Spain, Q1 2026

In one line: Beats expectations, but this strength won’t last

EZ Datanote: Retail Sales, Germany, March 2026

In one line: Grim, but appear unduly depressed by seasonals. 

EZ Datanote: Advance GDP, France, Q1 2026

In one line: Stung by falling energy consumption and plunge in construction. 

EZ Datanote: Advance Inflation, Germany, April 2026

In one line: Services flattered by plunge in package holiday inflation. 

EZ Datanote: EC ESI, Eurozone, April 2026

In one line: Inflation expectations soar, sentiment slumps.

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Keywords for: Eurozone Documents

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