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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.

machinery

7 Dec 2021 Factory Orders in Germany are Falling, but Output is Rebounding

  • Factory orders in Germany crashed in October, pegged back by a plunge in large orders…
  • …But turnover jumped, by 3.6% on the month, pointing to a consensus-beating production report today.
  • German manufacturing likely will do well in Q4, but the virus is now a severe risk for services.

Claus Vistesen and Melanie DebonoEurozone

26 Nov 2021 Clouds Gather over Germany's Near-term Economic Outlook

  • German consumers' spending soared in Q3, offsetting falling investment and net exports.

    We are lowering our Q4 growth forecasts to 0.4-to- 0.5%, from 0.7% before; the virus is a threat.

    German investment in machinery and equipment looks terrible; it will get better next year.

Claus Vistesen and Melanie DebonoEurozone

18 Oct 2021 The EZ Trade Deficits With Asia and China are Widening, Quickly

  • EZ imports are still outpacing exports by a hand- some margin; further downside for net trade in Q4?
  • The EZ trade deficits with Asia and China are widening, this could sting Q4 GDP growth.
  • Headline inflation in France is still rising, but the national core rate seems to have peaked.

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 Sept 2021 The Eurozone's Industrial Sector Remains in the Doldrums, for now

  • EZ manufacturing output is still hampered by supply-side woes, but it's not all bad news.
  • Unemployment in the EZ fell further at the start of Q3; we think the good news will keep coming.
  • SPD's lead in the German polls is startling, but not yet a game-changer for the final outcome.

Claus Vistesen (Chief Eurozone Economist)Eurozone

26 May 2021 Grim Q1 GDP Report in Germany, but the IFO Promises a Big Q2

Yesterday's two key economic reports provided a snapshot of German's economy at two very different points in time.

Claus Vistesen (Chief Eurozone Economist)Eurozone

10 May 2021 EZ Manufacturing Disappointed in Q1, will Q2 be Better

Friday's data in the core EZ economies confirmed our suspicion that the reality in manufacturing at the start of the year was not as rosy as implied by the headline surveys and new orders data.

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