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.
remain
- 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
- EZ imports of Russian oil and gas have dropped, but they remain well above zero...
- ...The EU has made up more of the shortfall left by Russian energy in oil than in gas.
- Filling gas storages next year will come at a higher price, especially if activity in Asia rebounds.
Melanie Debono (Senior Eurozone Economist)Eurozone
- ECB speakers remain as hawkish as ever, but we still see a pivot to a 50bp hike in December.
- German industrial production rebounded in Q3, but leading indicators point to a plunge in Q4...
- ...The recent fall in gas prices, mild weather and rising auto production are upside risks.
Claus Vistesen (Chief Eurozone Economist)Eurozone
