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.

summer

19 Nov 2020 Will Covid-19 Lockdowns Cancel Christmas in the Eurozone

We are sympathetic to the idea that the prospect of an effective vaccine in H1 2021 incentivises governments and local authorities to tighten the screw more in the near term to...

Claus Vistesen (Chief Eurozone Economist)19th Nov 2020 00:10Eurozone

9 Nov 2020 German Manufacturing has Plenty of Room for Improvement in Q4

The official industrial production data in Germany are still underperforming, relative to leading indicators. Friday's report showed that output edged higher by 1.6%...

Claus Vistesen (Chief Eurozone Economist)9th Nov 2020 00:10Eurozone

6 Nov 2020 German Manufacturing Should Remain a Bright Spot in Q4

Manufacturing in Germany maintained momentum at the end of Q3.

Claus Vistesen (Chief Eurozone Economist)6th Nov 2020 00:10Eurozone

2 Nov 2020 Consensus-Beating Q3 GDP Data are a False Dawn for the EZ

Friday's data deluge delivered uplifting, if backward- looking, news in the EZ economy. Eurostat's advance report showed that GDP jumped by 12.7% quarter-on- quarter in...

Claus Vistesen (Chief Eurozone Economist)2nd Nov 2020 00:10Eurozone

30 Oct 2020 More QE is Coming in December

Yesterday's ECB meeting conformed to the consensus and our own expectations. The central bank left its main refinancing and deposit rates unchanged, at 0.00% and -0.5%...

Claus Vistesen (Chief Eurozone Economist)30th Oct 2020 00:10Eurozone

28 Oct 2020 Upside Risks to Q3 GDP Data This Week, but Anything can Happen

This EZ calendar is extremely busy over the next few days, so we'll use this Monitor to preview the key numbers, before turning our focus on the ECB in tomorrow's report.

Claus Vistesen (Chief Eurozone Economist)28th Oct 2020 00:10Eurozone

27 Oct 2020 Controlling the Virus will Cost EZ Q4 GDP Growth Dearly

On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.

Claus Vistesen (Chief Eurozone Economist)27th Oct 2020 00:10Eurozone

26 Oct 2020 EZ Q4 GDP Growth Forecasts Fall, the Only Question is, How Much?

The headline EZ data added to the evidence of a weakening recovery while we were away.

Claus Vistesen (Chief Eurozone Economist)26th Oct 2020 00:10Eurozone

16 Oct 2020 France's September CPI Adds to the Pressure on EZ Core Inflation

Yesterday's detailed French CPI data for September added to evidence of softening core inflation in the Eurozone.

Claus Vistesen (Chief Eurozone Economist)16th Oct 2020 00:10Eurozone

15 Oct 2020 EZ Industrial Output in August was Distorted by Seasonals

Yesterday's industrial production data in the EZ suggest that the rebound in manufacturing slowed sharply midway through Q3.

Claus Vistesen (Chief Eurozone Economist)15th Oct 2020 00:10Eurozone

8 Oct 2020 Don't Give up Hope of a Rebound in German Manufacturing

Yesterday's data seemed to pour cold water on the idea of a sustained recovery in German manufacturing. Industrial production, including construction, fell by 0.2% in August...

Claus Vistesen (Chief Eurozone Economist)8th Oct 2020 00:10Eurozone

5 Oct 2020 EZ Core Inflation is Now Uncomfortably low for the ECB

Friday's advance EZ inflation data were every bit as soft as we expected. The headline slipped to -0.3% year-over-year in September, from -0.2% in August, with the core...

Claus Vistesen (Chief Eurozone Economist)5th Oct 2020 00:10Eurozone

1 Oct 2020 This Week's EZ Core CPI will Surprise to the Downside

Yesterday's inflation data in France and Italy were just about as soft as we had expected, but not for the reasons we were looking for.

Claus Vistesen (Chief Eurozone Economist)1st Oct 2020 00:10Eurozone

29 Sept 2020 All You Need to Know About this Week's EZ Inflation Data

All eyes this week will be on the EZ September inflation data with investors looking for signs that the ECB is being drawn back into easing, or alternatively, that its recent more...

Claus Vistesen (Chief Eurozone Economist)29th Sep 2020 00:10Eurozone

18 Sept 2020 The ECB Will Struggle to Hold its Optimistic Line on Inflation

Yesterday's detailed EZ inflation data for August kick ed-off a period in which the numbers will be scrutinised more closely than usual.

Claus Vistesen (Chief Eurozone Economist)18th Sep 2020 00:10Eurozone

16 Sept 2020 ZEW and Sentix Point to a Leap in the EZ PMIs, We don't Buy it

Market-based sentiment indicators in the Eurozone are becoming increasingly detached from the reality of the threat of resurgent Covid-19 and the danger this poses to the strength...

Claus Vistesen (Chief Eurozone Economist)16th Sep 2020 00:10Eurozone

11 Sept 2020 The ECB Just Raised the Bar for a Boost to PEPP, Significantly

On a headline level, the ECB conformed to consensus expectations yesterday by leaving its policy stance unchanged.

Claus Vistesen (Chief Eurozone Economist)11th Sep 2020 00:10Eurozone

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