Pantheon Macroeconomics - Eurozone Document Vault

Eurozone Documents
Eurozone Document Vault

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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

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  • Type: Economic Monitor
  19 Feb 2020 Investor Sentiment Data Signal a Hit to the PMIs, or Do They

Yesterday's German ZEW investor sentiment survey provided the first clear evidence of the coronavirus in the EZ survey data.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  18 Feb 2020 Is the ECB About to Include House Prices in its Inflation Analysis?

The idea that the ECB will use its forthcoming strategic policy review to include a measure of real estate prices in its inflation target has been consistently brought up by readers in recent meetings.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  17 Feb 2020 Growth Forecasts in the EZ are about to come down

Friday' second Q4 GDP estimate revealed that the EZ economy barely grew at the end of 2019. The report confirmed that GDP rose by 0.1% quarter-on-quarter in Q4, slowing from a 0.3% rise in Q3, but the headline only narrowly avoided downward revision to zero, at just 0.058%... More by Claus Vistesen

Region: Eurozone Publication: Monitor Weekly [Download]

  14 Feb 2020 Eurozone Q4 GDP Growth will be Revised Down Today, to Zero

We've already raised a red flag for today's second Q4 GDP estimate in the Eurozone, but for good measure, we repeat the argument here.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  13 Feb 2020 A Double-Dip Recession on the Menu for Italy's in Q1

The fact that Italy's economy is in poor shape will not surprise anyone following the euro area, but the advance Q4 GDP headline was astonishingly poor all the same.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  12 Feb 2020 What on Earth Happened in the Spanish Economy in Q4

On a headline level, the Spanish economy conformed to its image as the star performer in the EZ in Q4.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  11 Feb 2020 The Coronavirus will test the Policy Put's Effect on EZ Equities

Yesterday's Sentix investor sentiment survey provided the first glimpse of conditions on the ground in the EZ economy in the wake of the coronavirus scare.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  10 Feb 2020 The Noose Tightens on Eurozone Optimists, Will the ECB Cut Rates?

Friday's industrial production data in the core EZ economies, for December, were startlingly poor. In Germany, industrial production plunged by 3.5% month-to-month, comfortably reversing the revised 1.2% rise in November.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Weekly [Download]

  7 Feb 2020 December's Crash in German Factory Orders is an Outlier

Our hope for a year-end jump in German factory orders was laughably optimistic.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

  6 Feb 2020 Suddenly, the Composite PMI in the EZ Rose Slightly in January

Yesterday's final PMI data in the Eurozone were better than we expected.... More by Claus Vistesen

Region: Eurozone Publication: Monitor Daily [Download]

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Eurozone Document Vault, pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research