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28th May 2025 17:32EurozoneWeekly Monitor

  • Early evidence on Q2 points to upside risk to our forecasts for Spain and Italy… 
  • ...This reinforces our view that both will outperform France and Germany again. 
  • Southern Europe’s outperformance in H2 will be even bigger than we expect if US tariff hikes are cut.

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Keywords for: 30 May 2025 Eurozone Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence