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.
In one line: Add low water levels in European rivers to the long list of factors that will weigh on industrial output in H2.
In one line: Eurostat’s measure shows no “refugee effect”.
In one line: A tough few months ahead for industry.
The EZ jobless rate held at a record-low in June, but the number of people unemployed rose slightly.
Ukrainian refugees are lifting labour supply less than expected, but we still see joblessness rising in H2.
We think the EZ unemployment rate will rise to 7.0% by year-end; risks to this forecasts are balanced.
In one line: Revisions will change the story for EZ GDP soon; Core inflation will stay at 4% through Q3.
In one line: Forward guidance and sequencing are gone.
In one line: A new record low and further falls are likely as incomes continue to be squeezed.
In one line: Depressed by accelerating imports; foreign investors are dumping EZ assets.
In one line: Q2 was tough for EZ construction, Q3 will be more of the same.
In one line: A surprising rebound, but no change in the underlying trend, yet.
In one line: Industry will hit the skids in H2.
In one line: Investors start to price in an EZ recession.
In one line: 50bp later this month is now a risk.
In one line: Will EZ manufacturing ever see the light at the end of the tunnel?
In one line: The unemployment rate will increase next month, but this is not the beginning of a rising trend.
In one line: GDP growth will still be decent in Q2, but a recession is coming in H2.
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