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Below is a list of our Eurozone Publications for the last 5 months. If you are looking for reports older than 5 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: On hold, stronger emphasis on FX intervention.
In one line: The ECB is no longer 'in a good place.'
In one line: Recovery in sentiment derailed by war in Iran.
In one line: Inflation holds steady; negative rates even less likely than earlier.
In one line: A slight downside surprise, offsetting upside surprises in France and Spain.
In one line: Still well above 2%, but little impact on the ECB’s reaction function.
In one line: EZ inflation still looks dovish for February, but not enough to shift the ECB’s stance.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
In one line: The probability of further ECB easing is underpriced.
In one line: One more decline coming in January before a rebound.
In one line: Still high, but not a decisive hawkish signal for the ECB
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
In one line: The ECB’s December forecasts now look too hawkish.
In one line: On hold, as we expect it to be until early 2027.
In one line: In line with our view of Swiss economic weakness.
In one line: Down, but the SNB will ignore it.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
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