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.

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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 June 2021 Ignore the April Plunge in the EZ Trade Surplus; a Rebound Beckons

Yesterday's euro area trade data from Eurostat were alarmingly poor.

Claus Vistesen (Chief Eurozone Economist)16th 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

21 Jan 2021 The ECB's December Message of Caution has Aged Like Fine Wine

The ECB will rest on its laurels today. The central bank will leave its key refinancing and deposit rates unchanged, at 0.00% and -0.5%, and we expect no further change to the QE...

Claus Vistesen (Chief Eurozone Economist)21st Jan 2021 00:10Eurozone

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

16 Dec 2020 The Rebound in French Services Inflation Likely Won't be Sustained

Inflation pressures in France firmed marginally midway through Q4.

Claus Vistesen (Chief Eurozone Economist)15th Dec 2020 22:10Eurozone

30 Oct 2020 More QE is Coming in December

Yesterday's ECB meeting conformed to the consensus and our own expectations. The central bank left its main refinancing and deposit rates unchanged, at 0.00% and -0.5%...

Claus Vistesen (Chief Eurozone Economist)30th Oct 2020 00:10Eurozone

14 Oct 2020 The VAT Cut isn't the Only Drag on German Core Inflation

In a world where the ECB is inclined to ease first and ask questions later, yesterday's detailed German inflation data gave further indication that more stimulus is on the...

Claus Vistesen (Chief Eurozone Economist)14th Oct 2020 00:10Eurozone

14 Sept 2020 German Core Inflation is 0.5pp Lower After the July VAT Cut

Friday's sole economic report provided further clarity on the impact on Germany's inflation data from the Value-Added-Tax cut in July.

Claus Vistesen (Chief Eurozone Economist)14th Sep 2020 00:10Eurozone

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