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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: The rebound will continue as the slide in imports has further to run.
In one line: A new record low; labour market resilience will fade soon.
In one line: German retail sales tanked at the start of Q4.
In one line: Waning demand for labour suggests the jobless rate has further to rise
In one line: Support for an ECB pivot to 50bp in December.
In one line: German inflation likely undershot the consensus in November, slightly.
In one line: Solid, but we remain confident that growth is slowing.
The detailed Q3 GDP data in Germany paint too rosy a picture of growth; a recession is coming.
German consumers’ spending has been resilient so far, but we think this will end in Q4 and Q1.
We now see German growth of just 0.3% in 2023, but that’s still a lot better than the -0.7% consensus.
In one line: Still consistent with falling GDP.
In one line: Activity is still falling in Germany.
In one line: Confirmation of the downturn in Q3; investor sentiment remains depressed.
In one line: Confirmation of the downturn in Q3; investor sentiment remains depressed.
In one line: Energy remains the key driver, but the core looks “uncomfortably high” too.
In one line: Sideways in Q3; a big drop is coming in Q4.
In one line: Resilience in Germany’s labour market; EZ manufacturing is in a tail-spin.
In one line: Are imports finally rolling over?
In one line: Decent, but sales still fell over Q3 as a whole.
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