Pantheon Macroeconomics
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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.
HICP core inflation in Germany rose further in July; it will peak in September, at just under 4%.
Energy inflation in Germany is now falling, but upside risks in gas and electricity are still substantial.
ESI sank in July, adding to the evidence of a significant slowdown in the EZ economy.
Mortgage rates in the EZ tend to trend in line with the main ECB policy rates, so they will rise this year.
Around a fifth of mortgages incur a variable rate and so are sensitive to changes in ECB policy rates.
Households can withstand higher borrowing costs, but growth in house prices will slow significantly.
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