Pantheon Macroeconomics
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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.
In one line: Dovish; upside risks for the headline in January, but electricity tariffs set to fall sharply in February.
In one line: Hit by declines in Germany and France; services are still holding up overall.
In one line: ECB doves were saved by France and Italy.
In one line: Another soft inflation print in France; soft core in Switzerland.
In one line: Hot; EZ inflation to overshoot the consensus tomorrow.
In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.
In one line: Rising IESI still points to downside risks for Q4 GDP.
In one line: Further declines are coming.
In one line: Not as bad as PMIs but still in line with our view that GDP will flat-line in Q4 after the Olympics boost in Q3.
In one line: Construction escaped recession in Q4.
In one line: EZ inflation rose less than previously thought in November; another rise this month is likely.
In one line: Growth will still slow, despite increase in PMI in December; rising price indices still point to downside risks for inflation.
In one line: Still no sign of a pick up in new orders in manufacturing.
In one line: Dovish, but staying open on the path in 2025 and the level of the neutral rate.
In one line: As expected; no longer need for a restrictive policy rate. Where is neutral?
In one line: Martin Schlegel comes out swinging with jumbo cut at his first meeting as SNB Chairman.
In one line: Services inflation will bring the headline down soon, but another increase in December is a decent bet.
In one line: Pointing to downside risks still, but probably overdoing it.
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