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.

June

30 July 2021 German Inflation is now Red Hot, but Broadly as Expected

Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...

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: Detailed Inflation, Eurozone, June 2021

In one line: Energy inflation remains high; the core hit by lower inflation in services.

Claus Vistesen (Chief Eurozone Economist)Eurozone

16 July 2021 Supply Constraints & Reopening Boost Italian & Spanish inflation

Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...

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

EZ Datanote: Detailed Inflation, France, June 2021

In one line: Boosted by a leap in inflation of clothing; a setback looms in July.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Detailed Inflation, Germany, June 2021

In one line: A plunge in services inflation stung the core; watch VAT base effects in the July report.

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

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

EZ Datanote: Final PMIs, Eurozone, June 2021

In one line: Activity was stronger than initially thought in June, but third-wave risk is rising.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 July 2021 How to get a Better Sense of what is Happening in EZ Services

We recently wrote about the prospects of a reopening leap in core inflation--see here--as the restrictions are eased.

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Advance Inflation, Eurozone, June 2021

In one line: Stable; brace for wild volatility in the next few months. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

EZ Datanote: Unemployment, Germany, June 2021

In one line: Solid, and leading indicators signal more to come. 

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

EZ Datanote: Advance Inflation, Germany, June 2021

In one line: Hit by a slide in services inflation; goods inflation will go to the moon next month.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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