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.

car production

23 July 2021 Welcome to a New, and Even More Dovish, ECB Rate Guidance

The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.

Claus Vistesen (Chief Eurozone Economist)23rd Jul 2021 00:10Eurozone

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)15th Jul 2021 00:10Eurozone

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)14th Jul 2021 00:10Eurozone

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)12th Jul 2021 00:20Eurozone

8 July 2021 German Industry was Sluggish in H1, Blame Collapsing Auto Output

Manufacturing in Germany has stalled. Data yesterday showed that industrial production, including construction, edged lower by 0.3% month-to-month in May, matching the revised...

Claus Vistesen (Chief Eurozone Economist)8th Jul 2021 00:10Eurozone

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)7th Jul 2021 00:10Eurozone

EZ Datanote: Industrial Production, Spain, May 2021

In one line: Jump in output down to just one sub-group.

Claus Vistesen (Chief Eurozone Economist)6th Jul 2021 16:21Eurozone

EZ Datanote: Industrial Production, France, May 2021

In one line: Soft; production in autos is still falling.

Claus Vistesen (Chief Eurozone Economist)5th Jul 2021 11:07Eurozone

1 July 2021 All Aboard for a Wild Ride in the Second Half EZ Inflation Numbers

Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.

Claus Vistesen (Chief Eurozone Economist)1st Jul 2021 00:10Eurozone

25 June 2021 More Upbeat Survey Data in the EZ; Services are Driving the Upturn

Yesterday's national survey data in the core Eurozone economies added to the evidence that services are now driving the recovery.

Claus Vistesen (Chief Eurozone Economist)25th Jun 2021 00:10Eurozone

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

15 June 2021 A Closer Look at the ECB's New Forecasts; are we too Pessimistic?

In preview, we still think the central bank is setting the bar a bit too high.

Claus Vistesen (Chief Eurozone Economist)15th Jun 2021 00:20Eurozone

EZ Datanote: Industrial Production, Eurozone, April 2021

In one line: A decent start to Q2, considering supply-side woes in the core.

Claus Vistesen (Chief Eurozone Economist)14th Jun 2021 14:06Eurozone

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)11th Jun 2021 00:10Eurozone

EZ Datanote: Industrial Production, France, April 2021

In one line: Soft, pegged back by another sharp fall in output of cars.

Claus Vistesen (Chief Eurozone Economist)10th Jun 2021 11:16Eurozone

EZ Datanote: Industrial Production, Germany, April 2021

In one line: Poor; still trailing the surveys and new orders. 

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 07:40Eurozone

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

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