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.

m1 growth

EZ Datanote: EZ Money Supply & IFO, Feb/Mar 2023

In one line: Overnight money growth is still collapsing; the IFO follows the PMI higher.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, January 2023

In one line: Industrial production roared back in January; retail sales are still falling.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Spain, January 2023

In one line: Disappointing, but output likely rebounded in February.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Factory Orders, Germany, January 2023

In one line: Decent, but the Q1 outlook for output remains poor.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: INSEE Business Confidence, France, February 2023

In one line: Robust, but new orders-to-inventories still signal falling industrial production.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, France, February 2023

In one line: Lifted by a leap in services; manufacturing rolled over.

Claus Vistesen (Chief 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: Trade Balance, Germany, December 2022

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

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: INSEE Business Confidence & PMIs, France, January 2023

In one line: A mixed bag; the PMIs and INSEE disagree on the pace of activity in services.

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: Retail Sales and ESI Sentiment, EZ, Nov/Dec 2022

In one line: EZ goods spending likely fell in Q4; the ESI points to an easing downturn. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final PMIs, Eurozone, December 2022

In one line: A decent finish to 2022, but still consistent with a technical recession.

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