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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.

manufacturing

EZ Datanote: ISTAT Business Confidence, Italy, November

In one line: Green shoots are showing; retail confidence is on a tear.

Melanie Debono (Senior Eurozone Economist)Eurozone

17 Nov 2022 Eurozone Monitor A Quick Economic Decoupling from China Would Hurt the EZ

  • EZ manufacturing is heavily exposed to the risk of an abrupt rupture in EU-China economic links. 
  • China is now the EZ’s main trading partner in goods, primarily due to a post-Covid leap in EZ imports. 
  • Decoupling from China currently is a slow process; it will remain so, unless war breaks out over Taiwan

Claus Vistesen (Chief Eurozone Economist)Eurozone

7 Nov 2022 Eurozone Monitor Leading Indicators Point to a Big Q4 Fall in German Manufacturing

  • Factory orders in Germany are starting to match the grim surveys; output is set for a big fall in Q4.
  • Early evidence suggests that EZ industrial output was resilient at the end of the third quarter.
  • The composite EZ PMI was revised up marginally in October, but still points to a recession ahead.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, France, September 2022

In one line: Mean-reversion from a strong rise in August; Q3 was solid overall.

Claus Vistesen (Chief 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

EZ Datanote: German Unemployment & Final EZ Manufacturing PMIs, October 2022

In one line: Resilience in Germany’s labour market; EZ manufacturing is in a tail-spin.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance PMIs, Germany, October

In one line: Activity in the EZ’s largest economy is shrinking at break-neck speed.  

Melanie Debono (Senior Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Germany, August 2022.

In one line: Hit by falling output in energy-intensive sectors and construction.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence