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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.

ECB

EZ Datanote: ECB Press Conference, September 2023

In one line: The bar for further hikes is high; no mention of cuts, yet.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, Eurozone, Q2

In one line: All set for a stand-off at the ECB next week.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, August 2023

In one line: Supportive for ECB hawks; core inflation is still on track for a sharp decline in September. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: EC Sentiment, Eurozone, August 2023

In one line: As bleak as the PMIs; price expectations no longer falling everywhere.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, July 2023

In one line: Easing; services inflation will drop sharply in September.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance July Inflation & Q2 GDP, Eurozone

In one line: Services inflation is worryingly sticky; EZ GDP rose slightly in Q2. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB BLS, EZ, Q2

In one line: Firms’ credit demand is crashing, but the pace of net tightening is easing. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Lagarde Speech, ECB Banking Forum, Sintra June 2023

In one line: The argument for higher-for-longer; will market-pricing adjust?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Press Conference, June 2023

In one line: The ECB just talked itself into two more rate hikes

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, June 2023

In one line: A hawkish hike; the new core inflation forecasts are ugly.

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 June 2023 Eurozone Monitor EZ Disinflation is Accelerating; the ECB will be Done Next Month

  • Core inflation in the EZ is now being pulled lower by disinflation in goods; services will follow later.
  • The EZ inflation data support our call that the ECB will end its hiking cycle in July.
  • Punchy wage growth won’t keep the ECB hiking beyond July, but it is an upside risk for rates in 2024.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Eurozone, April 2023

In one line: A sticky core leaves room for two more 25bp hikes over the summer.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: ECB Rate Decision, May 2023

In one line: Down a nudge, but the ECB likely isn’t quite done yet. 

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