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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

5 Apr 2023 Eurozone Monitor Net Trade in Germany Helped GDP Growth again in the First Quarter

  • Growth in German goods exports will soon hit zero on a year-over-year basis.
  • German imports from Russia have collapsed, and they're not coming back anytime soon.
  • Real net exports in Germany likely rose again in the first quarter, lifting GDP growth by 0.1pp.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, Eurozone, March 2023

In one line: The supply-side shock is over; output is rebounding, slowly.

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 Apr 2023 Eurozone Monitor A U.S. Recession means that the ECB will be Done in May

  • A U.S. recession means slower GDP growth in the euro area and a terminal ECB rate in May.
  • We now see a smaller EZ GDP growth boost from net trade in the first half of 2023.
  • The ECB will raise rates by 50bp in May, but by June the survey data should be poor enough for a pause.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 Apr 2023 Eurozone Monitor The Energy Inflation Shock is Over, but the Core HICP is Still Rising

  • EZ energy inflation plunged in March, but the core rate hit a new high, due to firming services inflation.
  • The fall in EZ non-energy goods inflation in March was a relief; it has limited the upside in core inflation.
  • We still think the ECB will hike by 50bp in May, but the April data could easily persuade it to do 25bp.

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