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.

August 2021

25 Oct 2021 If the Supply Side Can't Move, Demand will Have to Fall

  • The composite PMIs are still consistent with robust GDP growth, but risks are stacked to the downside.
  • If the PMIs are right, demand is now falling to match fixed supply; that means slower GDP growth.
  • We look for another soft IFO today, but next week's consumer sentiment data should be more resilient.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, France, October 2021

  • In one line: Services are driving the recovery, as manufacturing is stuck in the mire. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, August 2021

  • In one line: The EZ trade surplus with EFTA has vanished, apparently. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ZEW, Germany, October 2021

  • In one line: The German economy is losing steam, and quickly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, August 2021

  • In one line: Back to square one; imports roared ahead of exports, again. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, August 2021

  • In one line: A stable goods deficit, but the services surplus is rising quickly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, August 2021

  • In one line: Ugly; Q3 GDP growth forecasts will have to come down. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, August 2021

  • In one line: German manufacturing hit a brick wall in Q3; GDP growth downgrades coming soon. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final PMIs, Eurozone, September 2021

  • In one line: Economic growth continued to slow at the end of Q3.  

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

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