Pantheon Macroeconomics

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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

20 November 2023 Eurozone Monitor EZ Inflation Data Look Consistent with a March Rate Cut, to Us

  • Inflation in the EZ is falling quickly, and the threat from a rebound in energy inflation is receding.
  • Core inflation remains on track to undershoot the ECB’s September forecasts, especially in Q1.
  • Sticky wages is a risk to our call for easing early next year, but the path to a March cut is still clear.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, EZ, September 2023

In one line: No light at the end of the tunnel for industry yet; net trade in goods boosted GDP in Q3.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, October 2023

In one line: Disinflation will continue, despite stickiness in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GDP & Employment, Eurozone, Q3

In one line: We think GDP will fall again in Q4; surveys suggest robustness in employment growth will not last. 

Melanie Debono (Senior Eurozone Economist)Eurozone

13 November 2023 Eurozone Monitor Italy Facing a Tough Year-End Whether in Recession or Not

  • Italian GDP will probably fall in Q4, even if revisions don’t show it declined in the third quarter.
  • Budget negotiations are heating up; BTP yields will stay high next year despite a likely fall in spreads.
  • Spain may end the year with a government after all, but this won’t change the economic outlook.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, September 2023

In one line: Confirming that net exports were a drag on GDP in Q3. 

Melanie Debono (Senior 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,