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.

EZ Datanote: Advance Inflation, Eurozone, July 2021

In one line: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: GDP, Inflation and Unemployment, Eurozone 2021

In one line: Solid; ignore the drop in core inflation; it will come back in August, strongly. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Germany & Italy, Q2 2021

In one line: Mildly disappointing in Germany and rocketing in Italy; EZ GDP to surprise to the upside. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, Spain, Q2 2021

In one line: Stellar Q2 for Spain, Q3 should be even better.  

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, France, July 2021

In one line: The core was hit by base effects in goods; it will rebound in August. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q2 2021

In one line: Decent, but held back by fall in goods spending; Q3 will be better. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance GDP, France, Q2

In one line: Decent, but held back by fall in goods spending; Q3 will be better.

Claus Vistesen (Chief Eurozone Economist)Eurozone

30 July 2021 German Inflation is now Red Hot, but Broadly as Expected

Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Germany, July 2021

In one line: The red-hot German inflation print has arrived; and it will get hotter still.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: German State CPIs, July 2021

In one line: Germany's CPI will come in hot today, mostly due to technical factors.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: EC Sentiment, Eurozone, July 2021

In one line: Solid growth at start of Q3 but Delta starting to weigh on sentiment

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 July 2021 EZ Equity Investors Can't Look to the Macro Data for Help in H2

The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...

Claus Vistesen (Chief Eurozone Economist)Eurozone

28 July 2021 A Sneak-Peek at the Likely Pace of EZ GDP growth in H1 2022

Robust M1 growth points to solid GDP growth in the Eurozone, once the dust settles from reopening. Loan growth is slowing, but that's mainly due to base effects; the underlying...

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Money Supply, EZ, June 2021

In one line: Still slowing, but we it will stabilise in Q3; M1 growth remains robust. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

July 2021 - EZ Economic Chartbook

The Rebound In The EZ Economy Is Now Underway....Will It Be Sustained In Q3?

Claus Vistesen (Chief Eurozone Economist)Eurozone

27 July 2021 What to Expect from the Barrage of EZ Economic Data this Week

We look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: IFO, Germany, July 2021

In one line: Still consistent with solid growth, but a warning, all the same.

Claus Vistesen (Chief Eurozone Economist)Eurozone

26 July 2021 The Economic Upturn in the EZ Continued at the Start of Q3

The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...

Claus Vistesen (Chief Eurozone Economist)Eurozone

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