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
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GDP Growth In The EZ Has Slowed To Around Zero...But The Rebound In The Surveys Is Strengthening
Recession Risks Have Faded, But Growth Is Slowing Further ECB Rate Hikes Are On The Way, & So Is QT
A Recession Is Coming...And So Are Further ECB Rate Hikes, & QT
Consumption propelled Italian economic growth in Q2 and Q3 but it will drag GDP down in Q4 and Q1.
We now look for a worse, albeit still shallow, recession in Italy over the coming quarters.
Swiss November inflation data support our call for just one more rate rise in the SNB’s hiking cycle.
Growth Is Slowing, But Inflation Is Rising Still...The ECB Will Continue To Hike & QT Is Coming
In one line: Stabilising but still depressed.
Inflation Likely Has Finally Peaked...But The ECB Will Keep Hiking Regardless
In one line: Inflation expectations are easing; look out for an upside inflation-surprise in Germany.
Inflation Hit Yet Another Record In July...Raising The Risks Of Bigger ECB Rate Hikes
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