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 info@pantheonmacro.com, or contact your account rep

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

services activity

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

18 Nov 2022 Eurozone Monitor Core Inflation Likely is now Falling, but the Downshift will be Slow

  • EZ core goods inflation will rise a bit further in the near term, but services inflation should now ease.
  • The reversal in margin pressure points to a sustained fall in EZ core inflation, but it will take a long time.
  • We think core inflation will stay above 3% through the first half of 2023, maintaining pressure on the ECB.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Final Inflation, Germany, October 2022

In one line: Energy remains the key driver, but the core looks “uncomfortably high” too.

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: State CPIs, Germany, September

In one line: German inflation jumped above 10% in September.

Claus Vistesen (Chief Eurozone Economist)Eurozone

26 Sept 2022 Eurozone Monitor More Recessionary PMI Data in the EZ

  • The EZ composite PMI sank further in September, consistent with GDP falling in the third quarter
  • Supply-side tensions eased in September, but higher energy costs drove a rise in input price inflation.
  • Markets look for the ECB deposit rate to end 2022 at 2.25, with 75bp more in 2023; that's too much. 

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