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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.


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

11 Nov 2022 Eurozone Monitor Europe is Still Importing Russian Energy, but the Share is Falling

  • 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

8 Nov 2022 Eurozone Monitor Hawkish ECB-Speak is Still Consistent with 50bp in December

  • 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

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Keywords for: Eurozone Documents

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