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 2021

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 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

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

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

EZ Datanote: Advance PMIs, Eurozone, July 2021

In one line: Recovery continued in Q3, but concerns about the Delta variant are rising and supply issues remain.

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

EZ Datanote: ECB Press Release, July 2021

In one line: The bar for policy "normalisation" has just been raised.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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