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.

Productivity Mortgage Lending and Sales

14 Jan 2022 Draghi's Departure Wouldn't Change Italy's Outlook, Much

  • Decent hard data lead us to raise our Q4 forecast for Italy, as for Spain, but GDP growth has slowed.
  • Italian GDP likely rose by 0.8% in Q4; Q1's outcome will be little more than zero, as virus restrictions bite.
  • An early election in Italy would put upward pressure on BTP yields, but it would prove short-lived.

Melanie Debono (Senior Eurozone Economist)Eurozone

2 Dec 2021 House prices in the EZ are Rocketing; Does it Matter?

  • Eurozone house prices are rising at their fastest pace since before the global financial crisis..
  • ...Indicative signs point to further upside ahead, supporting consumer spending...
  • ...But the virus remains a threat in the near term, weighing on consumer confidence.

Claus Vistesen and Melanie DebonoEurozone

23 Sept 2021 Another SNB Snoozefest; Limited Impact from Evergrande on EZ

  • No one expects any changes at the SNB today, us included; we think policy will be on hold until 2024.
  • The CHF will strengthen to the end of the year, but not enough to warrant significant FX intervention.
  • Markets are worried about Evergrande—rightly—but contagion is limited, for now.

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 trend remains robust. 
Non-financial firms are substituting short-term for long-term lending, a good sign for investment.

Claus Vistesen (Chief Eurozone Economist)Eurozone

21 June 2021 Did the EZ Trade Surplus Really Fall at the Start of Q2

The Eurozone's external surplus rebounded at the start of Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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Keywords for: Eurozone Documents

Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence