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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: Confirming that December’s jump was a blip.
In one line: Money data still point to downside risks for EZ GDP; Improvement in Italian business confidence stalls.
In one line: The EZ economy remained resilient at the end of 2022.
In one line: The decline in output in Q4 was double that in Q3, despite the stellar December.
In one line: A small rise despite the falls in Italian and German GDP.
In one line: The consumer will hold back growth.
In one line: Resilience of capital goods is fading.
In one line: The jobless rate will rise again as the EZ economy enters recession.
In one line: Overall business sentiment improves, despite messy budget negotiations.
In one line: The holidays are lifting consumers’ spirits but consumption still likely fell in Q4.
In one line: Industry will be a drag on Italian GDP growth again in Q4.
Consumption propelled Italian economic growth in Q2 and Q3 but it will drag GDP down in Q4 and Q1.
We now look for a worse, albeit still shallow, recession in Italy over the coming quarters.
Swiss November inflation data support our call for just one more rate rise in the SNB’s hiking cycle.
In one line: A new record low; labour market resilience will fade soon.
In one line: Green shoots are showing; retail confidence is on a tear.
The new budget in Italy means consumption growth will slow less than we previously thought in 2023.
Financial markets welcomed the budget; we are revising down our call for the rise in the BTP yield.
We look for the yield to rise to 4.0%, and we think it will stay around that level for most of next year.
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: Brace for a bigger fall in Q4.
In one line: Surprisingly strong; Q4 won’t be as good.
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