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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In one line: The holidays are lifting consumers’ spirits but consumption still likely fell in Q4.
Early data point to a downside surprise in today’s advance EZ inflation report for November...
...This likely would seal the deal on a 50bp rate hike next month, but it will be a close call either way.
Switzerland’s economy grew slightly in Q3, but we look for falling GDP in Q4.
German GDP grew by 0.1% in Q2, finally returning to its pre-virus, Q4 2019, level.
But the tiny expansion is now old news; survey data imply GDP in the EZ’s largest economy is now falling.
France’s economy will avoid a recession, we think, but risks here are also skewed to the downside.
Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence