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.

core

EZ Datanote: Final Inflation, Germany, May 2023

In one line: Soft headline and core, but beware base effects in services over the summer.

Claus Vistesen (Chief Eurozone Economist)Eurozone

1 June 2023 Eurozone Monitor EZ Core Inflation will Undershoot the Consensus Today

  •  Advance data point to a downside surprise in today’s EZ inflation report; fade hawkish ECB-speak.
  • German core inflation is now rolling over, irrespective of summer volatility in transport services.
  • The May CPI in France points to cracks in the national core rate; surveys suggest more to come.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, April 2023

In one line: A sticky core leaves room for two more 25bp hikes over the summer.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, April 2023

In one line: The headline is coming down; the core will too, but not until autumn.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, April 2023

In one line: Core inflation rose, but note the dovish offsets in Germany and Spain.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, March 2023

In one line: Energy inflation slumped in March; we’re eyeing a peak in the core. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, March 2023

In one line: Energy inflation is now falling, but the core will remain sticky through Q3. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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