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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.

imports

EZ Datanote: Detailed GDP, Eurozone, Q4 2022

In one line: Still in line with the ECB’s conviction of economic resilience.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production & Trade, EZ, December 2022

In one line: 2022 was a year to forget for EZ industry; net exports jumped in Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, December 2022

In one line: Headline masks big declines in imports and exports. 

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: Trade Balance, France, November 2022

In one line: Net trade in goods are still on track for a Q4 GDP boost.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, November 2022

In one line: Net trade in goods likely provided a big boost to Q4 GDP.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, EZ, October 2022

In one line: The terms-of-trade shock is easing, but we can’t assume it is over altogether.

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 Dec 2022 Eurozone Monitor Core Inflation will Provide Cover for the ECB to Lift Rates to 3.5%

  • Core inflation data will allow the ECB to raise rates to 3.5% by June, but the tune will change in H2-23.
  • PMI data confirm the greenshoots seen in November, but still point to GDP falling sharply in Q4.
  • EZ energy imports plunged in October, but we can’t assume this is the start of a more sustained fall.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed GDP, Eurozone, Q3 2022

In one line: Revised up but GDP growth still slowed sharply in Q3.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, France, October 2022

In one line: The deficit is likely to narrow further this quarter.

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, October

In one line: The rebound will continue as the slide in imports has further to run.

Melanie Debono (Senior Eurozone Economist)Eurozone

11 Nov 2022 Eurozone Monitor Europe is Still Importing Russian Energy, but the Share is Falling

  • EZ imports of Russian oil and gas have dropped, but they remain well above zero...
  • ...The EU has made up more of the shortfall left by Russian energy in oil than in gas.
  • Filling gas storages next year will come at a higher price, especially if activity in Asia rebounds.

Melanie Debono (Senior Eurozone Economist)Eurozone

3 Nov 2022 Eurozone Monitor Germany's €200B Energy Support is a Game-Changer for 2023

  • Germany’s €200B Double-Kaboom energy support package is a game-changer for households in 2023.
  • The PMIs say EZ manufacturing is in a tail-spin; will Q4 official output data tell the same story?
  • German unemployment was unchanged in October, and the upturn in imports is petering out.

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