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.

September

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)22nd Jul 2021 00:10Eurozone

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)16th Jul 2021 00:10Eurozone

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)6th Jul 2021 00:20Eurozone

29 June 2021 Who's Afraid of the Taper? Not Many it Seems, for Now

From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...

Claus Vistesen (Chief Eurozone Economist)29th Jun 2021 00:20Eurozone

24 June 2021 EZ GDP Likely Rebounded Solidly in Q2, but Markets Fear Tapering

The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.

Claus Vistesen (Chief Eurozone Economist)24th Jun 2021 00:10Eurozone

10 June 2021 We Expect a Dovish ECB today, but Difficult Decisions Loom in H2

The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...

Claus Vistesen (Chief Eurozone Economist)10th Jun 2021 00:10Eurozone

9 June 2021 Consumers will have to Step up to Deliver a Solid Q2 in the Eurozone

Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.

Claus Vistesen (Chief Eurozone Economist)9th Jun 2021 00:10Eurozone

4 June 2021 The EZ Services Sector is Now Stretching its Legs

If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.

Claus Vistesen (Chief Eurozone Economist)4th Jun 2021 00:10Eurozone

21 May 2021 The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

Claus Vistesen (Chief Eurozone Economist)21st May 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

10 Dec 2020 A Boost to PEPP and Juicier TLTROs on the ECB Menu Today

The scene has been carefully set for the ECB to announce further stimulus today.

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

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

7 Dec 2020 German Manufacturing Seems to be Picking up the Pace in Q4

Friday's new orders and turnover data in German manufacturing send a clear and uplifting message.

Claus Vistesen (Chief Eurozone Economist)7th Dec 2020 00:10Eurozone

20 Nov 2020 The Recovery Fund Hangs in the Balance, December will be Tense

The prospect of a fierce political battle over the EU's Recovery Fund is now a reality.

Claus Vistesen (Chief Eurozone Economist)20th Nov 2020 00:10Eurozone

EZ Datanote: Construction, Eurozone, September 2020

In one line: Poor, but Q4 likely will look decent overall.

Claus Vistesen (Chief Eurozone Economist)19th Nov 2020 16:10Eurozone

EZ Datanote: Current Account, Eurozone, September 2020

In one line: Robust goods and services, but net primary income has slumped.

Claus Vistesen (Chief Eurozone Economist)19th Nov 2020 16:10Eurozone

13 Nov 2020 The 2021 Outlook Has Improved, but the Uncertainty is Enormous

Today's second Q3 GDP estimate in the Eurozone has been rendered even more meaningless after this week's news that an effective vaccine could now be a reality as early as...

Claus Vistesen (Chief Eurozone Economist)13th Nov 2020 00:10Eurozone

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