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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
Please use the filters on the right to search for a specific date or topic.
In one line: Resilience in Germany’s labour market; EZ manufacturing is in a tail-spin.
In one line: The downturn is intensifying.
In one line: Activity in the EZ’s largest economy is shrinking at break-neck speed.
In one line: The downturn is intensifying.
In one line: The downturn is underway, and it could last a while.
In one line: Someone forgot to tell France about the recession.
In one line: Under Pressure.
Soft money data rounded up a week of gloomy leading indicators for EZ GDP last week.
ISTAT data lend support to our view that Italy, along with Germany, is leading the EZ downturn in H2.
The sour data spooked some ECB members, but the ECB is not about to turn dovish.
The slide in the Composite PMI to an 18-month low now points to downside risks to our Q3 GDP call.
The steep decline in demand and easing hiring intentions suggest the worst is yet to come.
The fall in the EURUSD will catch the ECB’s attention, but will have little impact on core inflation.
Equities want to believe in a monetary policy pivot; we don’t share their optimism.
Valuations are now attractive for EZ equities, but we still think earnings have further to fall.
Eurostoxx 50 will fall 4% by year-end; we see gains of 10% and 13% in ’23 and ’24, respectively.
The EZ jobless rate held at a record-low in June, but the number of people unemployed rose slightly.
Ukrainian refugees are lifting labour supply less than expected, but we still see joblessness rising in H2.
We think the EZ unemployment rate will rise to 7.0% by year-end; risks to this forecasts are balanced.
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