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.

October

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)8th Jun 2021 00:20Eurozone

24 Dec 2020 What if the Consensus is Wrong About the Post-Covid World

This is our final report before we sign off for Christmas, and we'll use it to ask the question of what the consensus might be getting wrong about the economy next year.

Claus Vistesen (Chief Eurozone Economist)24th Dec 2020 00:10Eurozone

21 Dec 2020 Germany's Economy is Doing Relatively Well, but by How Much?

Data on Friday added to the evidence that the decline in EZ economic activity stabilised at the end of Q4.

Claus Vistesen (Chief Eurozone Economist)21st Dec 2020 00:10Eurozone

EZ Datanote: Industrial Production, Eurozone, October 2020

In one line: Solid, manufacturing is on track for a solid GDP boost in Q4.

Claus Vistesen (Chief Eurozone Economist)14th Dec 2020 10:55Eurozone

EZ Datanote: Industrial Production, France, October 2020

In one line: Solid, but the core sectors remain relatively weak.

Claus Vistesen (Chief Eurozone Economist)10th Dec 2020 16:40Eurozone

EZ Datanote: Trade Balance, France, October 2020

In one line: Back to its pre-virus trend; will it stay there?

Claus Vistesen (Chief Eurozone Economist)8th Dec 2020 16:35Eurozone

8 Dec 2020 Germany's Industrial Sector is Revving-up, Right on Cue

Yesterday's data in Germany confirmed that the upturn in manufacturing gathered pace at the start of Q4.

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

EZ Datanote: Industrial Production, Germany, October 2020

In one line: Will manufacturing prevent a q/q GDP decline in Q4?

Claus Vistesen (Chief Eurozone Economist)7th Dec 2020 07:40Eurozone

EZ Datanote: Budget Balance, France, October 2020

In one line: On track for a deficit at 7% of GDP in 2020, but Q4 is a wildcard.

Claus Vistesen (Chief Eurozone Economist)4th Dec 2020 16:16Eurozone

EZ Datanote: Factory Orders, Germany, October 2020

In one line: Solid; a V-shaped recovery, at last.

Claus Vistesen (Chief Eurozone Economist)4th Dec 2020 16:16Eurozone

4 Dec 2020 More Miserable Survey Data in EZ Services, Q4 GDP won't be Pretty

Yesterday's final euro area PMIs for November all but confirmed that the the economy fell flat on its face midway through Q4.

Claus Vistesen (Chief Eurozone Economist)4th Dec 2020 00:10Eurozone

EZ Datanote: Unemployment, Eurozone, October 2020

In one line: Still a poor guide for the true state of the labour market.

Claus Vistesen (Chief Eurozone Economist)2nd Dec 2020 16:13Eurozone

EZ Datanote: Retail Sales, Germany, October 2020

In one line: Goods spending is motoring higher.

Claus Vistesen (Chief Eurozone Economist)2nd Dec 2020 16:13Eurozone

EZ Datanote: Money Supply, EZ, October 2020

In one line: The private sector has plenty of firepower once the economy reopens fully.

Claus Vistesen (Chief Eurozone Economist)26th Nov 2020 15:36Eurozone

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

EZ Datanote: Final Inflation, Eurozone, October 2020

In one line: Soft, setting the stage for more ECB stimulus next month.

Claus Vistesen (Chief Eurozone Economist)18th Nov 2020 16:12Eurozone

EZ Datanote: Car Registrations, EU 27, October 2020

In one line: The recovery stalled at the start of Q4, and further near-term weakness is likely.

Claus Vistesen (Chief Eurozone Economist)18th Nov 2020 16:12Eurozone

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