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.

business sentiment

EZ Datanote: ISTAT Business Confidence, Italy, November

In one line: Green shoots are showing; retail confidence is on a tear.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: EC Sentiment, Eurozone, October 2022

In one line: Another day, another weak survey; will the hard data fall too?

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: ZEW, Germany, October 2022

In one line: A glimmer of hope, but more evidence is needed to call a bottom.

Claus Vistesen (Chief Eurozone Economist)Eurozone

6 Sept 2022 Eurozone Monitor The End of Russian Gas Flows is Pushing the EZ into Recession

  • The surge in gas prices adds to our conviction that inflation will remain high, despite a hit to EZ activity.
  • A probable EZ recession is weighing heavily on the outlook for Switzerland’s economy in H2.
  • EZ investor sentiment tumbled in September; it will sour further as the ECB continues to hike.

Melanie Debono (Senior Eurozone Economist)Eurozone

ESI and German State CPIs, August 2022

In one line: Inflation expectations are easing; look out for an upside inflation-surprise in Germany.

Claus Vistesen (Chief Eurozone Economist)Eurozone

30 Aug 2022 Eurozone Monitor The Surge in Gas Prices Piles More Pressure on the ECB

Soft money data rounded up a week of gloomy leading indicators for EZ GDP last week.
ISTAT data lend support to our view that Italy, along with Germany, is leading the EZ downturn in H2.
The sour data spooked some ECB members, but the ECB is not about to turn dovish.

Melanie Debono (Senior Eurozone Economist)Eurozone

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