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
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Daily Monitor Global
- The slide in Swiss inflation appears to have stalled but we do not think the SNB needs to panic-hike.
- GDP in Switzerland likely fell in Q3—following in Ger- many’s footsteps—and likely will decline again in Q4.
- The election outcome means we should expect “more of the same” on the Swiss fiscal front.
Melanie Debono (Senior Eurozone Economist)Eurozone
- The rise in bund yields since summer is driven by a higher term premium, from a depressed level.
- Medium-term forecasts for the ECB’s policy rate suggest that the term premium could rise further.
- We still see a near-term fall in bond yields as core inflation undershoots the ECB’s expectations.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- EZ inflation plunged in October, but energy inflation will snap back in November and December.
- We still see a much quicker fall in core inflation than the ECB between now and March.
- GDP in the Eurozone fell slightly in Q3, and we look for another poor quarter in Q4, with zero growth.
Claus Vistesen (Chief Eurozone Economist)Eurozone