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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.

Eurozone

EZ Datanote: GDP & Employment, Eurozone, Q1 2022

 In one line: Growth should accelerate a touch in Q2 but employment growth will probably ease from here. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, March 2022

 In one line: Still widening, and the March headline likely will be revised lower. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

16 May 2022 Is it Safe for Investors to Start Buying Eurozone Equities?

The medium-term outlook for EZ equities has improved significantly in the past 12 months...

...But earnings expectations have to fall further in the near term, weighing on prices over the summer.

EZ manufacturing will slow sharply in Q2; core inflation pressures in France have intensified.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Eurozone, March 2022

 In one line: Ugly; industry will be a drag on growth in Q2 as the German powerhouse takes a hit.

Melanie Debono (Senior Eurozone Economist)Eurozone

13 May 2022 The EZ Primary Budget will Stay in the Red, but the Debt Ratio will Fall

The euro area’s primary budget balance swung to a significant deficit during the pandemic.

We think the primary deficit will narrow through 2024, but the balance will remain in the red.

Net interest costs will rise, but we think the debt-to-GDP ratio will fall, due to robust nominal growth.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Eurozone, March 2022

In one line: The recovery in the labour market slowed at the end of Q1.

Melanie Debono (Senior Eurozone Economist)Eurozone

26 Apr 2022 The EZ Budget Deficit will Fall in 2022, but by Less than in 2021

The fall in the EZ budget deficit slowed in Q4, as governments ramped up fiscal support again.

We look for a smaller fall in the budget deficit this year than last, despite strong automatic stabilisers.

France’s electorate voted to maintain the status quo, but low turnout means Macron cannot rest easy yet.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Construction, Eurozone, February

In one line: Construction supported GDP growth in Q1, thanks mostly to a surge in activity in France.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Eurozone, April 2022

In one line: Eurozone economic activity picks up pace heading into Q2. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final inflation, Eurozone, March 2022

In one line: Small downward revision doesn’t change the picture of hot inflation.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial production & Trade, Eurozone, February

In one line: Industry supported growth in Q1; the trade deficit widened again. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Retail Sales, Eurozone, February 2022

In one line: Pedestrian; sales likely fell by around 0.7% in Q1. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final PMIs, Eurozone, March 2022

 In one line: Still robust, but expect softer headlines in Q2. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

PM Datanote: Sentix, Eurozone, April 2022

In one line: No rebound in sight; will it hit the economic surveys?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Manufacturing PMIs, Eurozone, March

In one line: Manufacturing output slows and the outlook sours on the back of the rising risk of rationing of gas supplies in some parts of the EZ. 

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Eurozone, February

In one line: Jobless rate falls, but only because of an upward revision to January’s data. 

Melanie Debono (Senior 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