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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.
The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...
Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.
We last set our outlook for the Italian economy at the end of May--see here--and in this Monitor, we take stock of what has changed since. In preview; it's good news.
Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.
European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...
The Eurozone's external surplus rebounded at the start of Q2.
In one line: Boosted by firmer net exports in goods; portfolio outflows are slowing.
In one line: Stung by decline in Germany, but note the upward revision to the March headline.
Yesterday's euro area trade data from Eurostat were alarmingly poor.
In one line: Crashing and burning, but note the revisions, again.
In one line: A decent start to Q2, considering supply-side woes in the core.
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
In one line: Soft, pegged back by another sharp fall in output of cars.
In one line: A rebound, but still depressed compared to its past trend.
In one line: Held back by strong import growth, again,
In one line: Poor; still trailing the surveys and new orders.
Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.
In one line: Not terrible, but tomorrow's production data won't be pretty.
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