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.

Housing Supply

3 Aug 2021 The Swiss Economy Entered Q3 on the Front Foot

Raft of Swiss data reaffirm our view that the economy is recovering quicker than the Eurozone. The pick-up in Swiss inflation in July is nowhere near enough to set alarm bells...

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

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

20 July 2021 Europe's New Green Deal is Trail- Blazing, but it's Going to Cost

Talking about a green energy transition in Europe is easy, but more often than not, actions fall short of promises, for political reasons.

Claus Vistesen (Chief Eurozone Economist)Eurozone

15 July 2021 How Well did the EZ Economy do in the Second Quarter?

Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.

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

9 July 2021 The ECB's New Inflation Target Signals Looser Policy, in Theory

The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.

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

6 July 2021 The ECB Probably will Come up with a New Inflation Target in Q3

Judging by the questions we're receiving from readers, and reports in the financial news, the outcome of the ECB's strategic policy review is now starting to occupy investors'...

Claus Vistesen (Chief Eurozone Economist)Eurozone

30 June 2021 Eurozone Headline Inflation Fell only Marginally in June

Data yesterday revealed that inflation in Germany eased slightly at the end of Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

28 June 2021 Don't Fear the Slowdown in EZ M1 Growth; the Trend is still Solid

Data on Friday showed that money supply growth in the Eurozone slowed further midway through Q2. Broad money, M3, rose by 8.4% year-over-year in May, easing from a 9.4% increase...

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

17 June 2021 Expect a Quiet SNB Meeting, but Higher CHF Sales Needed Soon

The Swiss National Bank (SNB) will keep its powder dry today and leave its policy rate at -0.75%, a number we recommend investors get used to.

Claus Vistesen (Chief Eurozone Economist)Eurozone

14 June 2021 We're Betting on a Further Fall in EZ Unemployment in H2

In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...

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

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