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.

energy

EZ Datanote: Final Inflation, Germany, February 2023

In one line: The headline is set to fall back in March, but core inflation will rise further.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation & Unemployment, EZ, Feb/Jan

In one line: The rise in core inflation cements at least two more 50bp hikes.

Melanie Debono (Senior Eurozone Economist)Eurozone

Eurozone Datanote: Final Inflation, Eurozone, January 2023

In one line: The headline has peaked, but the core hasn’t, and that’s a problem for the ECB. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Italy, December

In one line: The decline in output in Q4 was double that in Q3, despite the stellar December.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, December 2022

In one line: Stung by falling output in energy-insensitive industries and construction.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, December 2022

In one line: Headline inflation likely has peaked, but the core isn’t rolling over, yet.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade & Industrial Production, EZ, November

In one line: The drag from EZ industry in Q4 was likely partly offset by net trade.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, France, December 2022

In one line: Core inflation is peaking, but it will take a while to come down. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 Jan 2023 Eurozone Monitor BTP Yields will Rise, but the Italian Yield Curve is Not About to Invert

  • Italian bond yields offer an attractive carry, but yields are likely to stay high this year and next...
  • ...Even if the spread to bunds falls, as we expect, assuming Italy doesn’t rock the boat with the EU.
  • We expect BTP yields to rise to 4.35% by June, before easing back to 4.0% by year-end.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, November 2022

In one line: The rebound in capital goods output continues, but will it last?

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance CPI, Germany, December 2022

In one line: A fiscal-stimulus aided fall in the headline; the core is still rising.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

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