Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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24 Feb 2021 How to Separate the Signal from the Noise in the EZ Inflation Data

24 Feb 2021 How to Separate the Signal from the Noise in the EZ Inflation Data

Claus Vistesen (Chief Eurozone Economist)23rd Feb 2021 19:10Eurozone

6 Jan 2021More Consensus-Beating Data in Germany's Economy

Yesterday's economic reports provided further evidence that Germany's economy took the return of virus restrictions in its stride at the end of 2020.

Claus Vistesen (Chief Eurozone Economist)5th Jan 2021 19:10Eurozone

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)23rd Dec 2020 19:10Eurozone

3 Dec 2020 Robust German Goods Spending, but a VAT Hike Looms in Q1

Goods spending in Germany advanced further at the start of Q4.

Claus Vistesen (Chief Eurozone Economist)2nd Dec 2020 19:10Eurozone

30 Nov 2020 Solid Headline Spending Data in France, but Soft Details

he French consumer came out swinging at the start of Q4, at least on the headline level. Consumption, ex- services, jumped by 3.7% month-to-month in October, lifting the...

Claus Vistesen (Chief Eurozone Economist)29th Nov 2020 19:10Eurozone

27 Nov 2020 How Much Firepower do EZ Households Have for Next Year?

Private sector liquidity in the EZ remains well- supported even as GDP is now falling, again. Data yesterday showed that M3 money supply growth in EZ accelerated marginally in...

Claus Vistesen (Chief Eurozone Economist)26th Nov 2020 19:10Eurozone

25 Nov 2020 Will the German Economy Dodge a Bullet in Q4

Yesterday's detailed Q3 GDP data in Germany confirmed that output rose sharply as the economy reopened.

Claus Vistesen (Chief Eurozone Economist)24th Nov 2020 19:10Eurozone

18 Nov 2020 Trend Growth in the EZ will soon be Pummeled by Demographics

In this Monitor, we'll finish our review of demographics in the Eurozone by looking at the macroeconomic consequences of population ageing, primarily growth and inflation

Claus Vistesen (Chief Eurozone Economist)17th Nov 2020 19:10Eurozone

17 Nov 2020 Population Ageing in Europe is about to Accelerate, Sharply

We have often highlighted population ageing as a key structural trend in the EZ, so with a quiet calender over the next few days, we'll spend our next two Monitors revisiting...

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

5 Nov 2020 Eurozone GDP will Decline in Q4, but by How Much

Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...

Claus Vistesen (Chief Eurozone Economist)4th Nov 2020 19:10Eurozone

28 Oct 2020 Upside Risks to Q3 GDP Data This Week, but Anything can Happen

This EZ calendar is extremely busy over the next few days, so we'll use this Monitor to preview the key numbers, before turning our focus on the ECB in tomorrow's report.

Claus Vistesen (Chief Eurozone Economist)27th Oct 2020 20:10Eurozone

1 Oct 2020 This Week's EZ Core CPI will Surprise to the Downside

Yesterday's inflation data in France and Italy were just about as soft as we had expected, but not for the reasons we were looking for.

Claus Vistesen (Chief Eurozone Economist)30th Sep 2020 20:10Eurozone

30 Sept 2020 German Core Inflation Seems to be Falling, will it Sway the ECB

Yesterday's advance CPI data in Germany offer a slight victory for ECB doves, and forecasters eyeing further stimulus from the central bank between now and the end of the year.

Claus Vistesen (Chief Eurozone Economist)29th Sep 2020 20:10Eurozone

17 Sept 2020 Back to Normal for EZ External Trade or a New Story

The EZ trade surplus in goods all but evaporated during lockdown.

Claus Vistesen (Chief Eurozone Economist)16th Sep 2020 20:10Eurozone

9 Sept 2020 The EU and the U.K. are Steering Straight for a No-Deal Brexit

Before we cover yesterday's economic news, we regret to inform our readers that the Brexit negotiations remain bizarre as ever.

Claus Vistesen (Chief Eurozone Economist)8th Sep 2020 20:10Eurozone

3 Sep 2020 The German Consumer is in Good Shape, Relatively Speaking

On the face of it, yesterday's German consumption data were disappointingly weak.

Claus Vistesen (Chief Eurozone Economist)2nd Sep 2020 20:10Eurozone

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