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.

April

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

23 July 2021 Welcome to a New, and Even More Dovish, ECB Rate Guidance

The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.

Claus Vistesen (Chief Eurozone Economist)Eurozone

22 July 2021 All Change at the ECB Today as It Presents Its New Inflation Target

Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...

Claus Vistesen (Chief Eurozone Economist)Eurozone

14 July 2021 On the Hunt for Supply Pressures, and Reopening in the EZ CPI Data

Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 July 2021 Taking Stock of Italy's Economy in Q2; It's Good News

We last set our outlook for the Italian economy at the end of May--see here--and in this Monitor, we take stock of what has changed since. In preview; it's good news.

Claus Vistesen (Chief Eurozone Economist)Eurozone

7 July 2021 EZ Manufacturing is Being Held Back by Weakness in Autos

Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.

Claus Vistesen (Chief Eurozone Economist)Eurozone

23 June 2021 Moving Closer to the First Set of EU Recovery Fund Disbursements

European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Current Account, EZ, April 2021

In one line: Boosted by firmer net exports in goods; portfolio outflows are slowing.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Construction, Eurozone, April 2021

In one line: Stung by decline in Germany, but note the upward revision to the March headline.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Eurozone, April 2021

In one line: Crashing and burning, but note the revisions, again.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, Eurozone, April 2021

In one line: A decent start to Q2, considering supply-side woes in the core.

Claus Vistesen (Chief Eurozone Economist)Eurozone

11 June 2021 If the ECB's New Forecasts are Right, PEPP will be Axed in Q4

The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Industrial Production, France, April 2021

In one line: Soft, pegged back by another sharp fall in output of cars.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Trade Balance, Germany, April 2021

In one line: A rebound, but still depressed compared to its past trend.

Claus Vistesen (Chief Eurozone Economist)Eurozone

8 June 2021 German Manufacturing was Soft in April; Spain was Much Better

Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote; Factory Orders, Germany, April 2021

In one line: Not terrible, but tomorrow's production data won't be pretty.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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