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.

oil Asset PricesUnited States ECB Andres Abadia (Senior International Economist) Claus Vistesen (Chief Eurozone Economist)

24 Feb 2022 EZ Inflation Data will Continue to Hold the ECB's Feet to the Fire

  • We still think EZ core inflation is on track to hit 3.0% in Q2, underpinning the hawkish shift at the ECB.
  • We now think the central bank will lift its deposit rate by 20bp in December, after ending QE in October.
  • Soft GfK consumer confidence data in Germany, but solid INSEE business sentiment numbers in France.

Claus Vistesen (Chief Eurozone Economist)Eurozone

21 Feb 2022 More Evidence that the ECB is About to Make a Hawkish Shift

  • Comments from Mr. Lane and Ms. Schnabel add to evidence of a hawkish shift in ECB policy.
  • French core inflation fell in January, but it will re- bound quickly, to 2.0%, where it will stay through Q3.
  • EZ construction fell in Q4, again, and consumer sentiment remained soft midway through Q1.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 Feb 2022 The ECB is in a Tight Spot, Sooner than We Anticipated

  • EZ inflation blew past expectations in January, leaving the ECB in a tight spot today.
  • Risks are tilted towards a quicker than expected withdrawal of QE; we look for a taper to zero in Q4.
  • The ECB's bank lending survey points to strong demand for credit, and banks are willing to lend.

Claus Vistesen and Melanie Debono (Eurozone Team)Eurozone

20 Jan 2022 Will the Real Trade Data in the Eurozone Please Stand Up?

  • The EZ's trade surplus in goods is a lot perkier if we choose to believe the ECB's current account data.
  • Net services exports likely jumped in Q4, but this means intellectual property investment plunged.
  • EZ portfolio outflows are now slowing, belatedly; inflows signal trouble for equities in 2022.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence