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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: ECB BLS, EZ, Q1 2025

In one line: Banks tighten lending standards for firms & demand for credit eases again even before the shock of “Liberation Day". 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, France, March 2025

In one line: Soft, but selling prices point to upside risks for the core.

Claus Vistesen (Chief Eurozone Economist)Eurozone

14 April 2025 Eurozone Monitor The ECB will cut by 25bp this week but offer little guidance

  • The ECB will cut its deposit rate by 25bp this week, in line with the consensus.
  • Falling oil prices and a strengthening euro point to downside risk to the ECB’s June inflation forecasts.
  • ‘Uncertainty’ will be a key word for Ms. Lagarde this week, but doves have the upper hand, for now.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, EZ, February 2025

In one line: Rebounding as expected; will global trade war hurt consumers? 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, Germany, February

In one line: German industry likely had a great Q1, but what awaits in Q2? 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, France, February 2025

In one line: Not enough to salvage Q1, but the 3m/3m trend is turning up.

Claus Vistesen (Chief Eurozone Economist)Eurozone

Factory Orders, Germany, February 2025

In one line: Growth and the surveys were picking up, before Mr. Trump’s tariff hammer.

Claus Vistesen (Chief Eurozone Economist)Eurozone

7 April 2025 Eurozone Monitor Markets, and baseline forecasts, are on the ropes from US tariffs

  • The markets’ verdict is clear; trade uncertainty is a disinflationary shock, but we’re not convinced.
  • We now think the ECB will cut its policy rate later this month, by 25bp, for a terminal rate of 2.25%.
  • A high export ratio for EZ industry means higher US tariffs are a risk; construction is looking better.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Inflation, Switzerland, March 2025

In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Eurozone, February 2025

In one line:  A new record low; another data point for ECB hawks. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: PMI, Switzerland, March 2025

In one line: Our PM composite PMI points to another solid increase in GDP in Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, March 2025

In one line: We now see the March EZ HICP up by 0.7% m/m, and by 2.2% y/y.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: State CPIs, Germany, March 2025

In one line: Headline in line with consensus; core looks strong considering Easter effects. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

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