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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.
In one line: Growth should accelerate a touch in Q2 but employment growth will probably ease from here.
In one line: Still widening, and the March headline likely will be revised lower.
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.
In one line: Ugly; industry will be a drag on growth in Q2 as the German powerhouse takes a hit.
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.
In one line: Higher prices are weighing on spending.
In one line: The recovery in the labour market slowed at the end of Q1.
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.
In one line: Construction supported GDP growth in Q1, thanks mostly to a surge in activity in France.
In one line: Eurozone economic activity picks up pace heading into Q2.
In one line: No longer falling, but still depressed.
In one line: Small downward revision doesn’t change the picture of hot inflation.
In one line: Industry supported growth in Q1; the trade deficit widened again.
In one line: Pedestrian; sales likely fell by around 0.7% in Q1.
In one line: Still robust, but expect softer headlines in Q2.
In one line: No rebound in sight; will it hit the economic surveys?
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.
In one line: Jobless rate falls, but only because of an upward revision to January’s data.
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