Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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29 Apr 2020 Surveyed Inflation Expectations in the EZ are Soaring, What Gives?

Yesterday's French INSEE consumer confidence data provided a fascinating glimpse into the reality for households during these strange times. The headline index fell by...

Claus Vistesen (Chief Eurozone Economist)28th Apr 2020 20:10Eurozone

28 Apr 2020 Buckle up for the first Covid-19 hit to the EZ Hard Economic Data

This week's data will offer the first clear hard evidence of the Covid-19 shock to the EZ economy. Thursday's calendar is the main event, with advance Q1 GDP data, March...

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

27 Apr 2020 The EU's Political Leaders are in a Trap of their own Making

Last week's European Council meeting provided little in the way of clarity over the likelihood of a jointly financed response to support economies through the Covid-19...

Claus Vistesen (Chief Eurozone Economist)26th Apr 2020 20:10Eurozone

23 Apr 2020 EZ Consumption is Collapsing, but Fundamentals offer Hope

Yesterday's economic data provided the first glimpse of the crash in EZ sentiment at the start of Q2, ahead of today's more substantial barrage of numbers, including...

Claus Vistesen (Chief Eurozone Economist)22nd Apr 2020 20:10Eurozone

22 Apr 2020 Eurobonds Could be a Trap for Southern Europe, Balance is Key

European heads of states will convene tomorrow, virtually, in the Council to continue the debate on a joint and coordinated response to the Covid-19 epidemic. The meeting will...

Claus Vistesen (Chief Eurozone Economist)21st Apr 2020 20:10Eurozone

20 Apr 2020 The Lockdowns were the Easy Bit, Now Things get More Difficult

As painful as it is, the decision to lock down economies to curb the spread of Covid-19 was easy. The next step, however, is considerably more difficult.

Claus Vistesen (Chief Eurozone Economist)19th Apr 2020 20:10Eurozone

7 Apr 2020 Re-Opening the EU's Economies and a Joint Stimulus Response

There are only two stories that matter for EZ investors at the moment, and neither of them is related to the economic data.

Claus Vistesen (Chief Eurozone Economist)6th Apr 2020 20:10Eurozone

30 Mar 2020 Covid-19 is a Battering Ram to EZ Economic Policymaking 

The coronavirus outbreak, by definition, will fade eventually, but we suspect the measures to combat it will be more long-lasting. In terms of sheer scale, EZ governments and the...

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

23 Mar 2020 We're Updating our Forecasts, Take them With a Pinch of Salt

Economists' forecasts are changing almost as quickly as market prices these days, and not for the better.

Claus Vistesen (Chief Eurozone Economist)22nd Mar 2020 20:10Eurozone

20 Mar 2020 The ECB Gets in the Fight with a QE Program Worth More Than ‚ā¨1T

We have been on the ECB's case recently. The action taken at last week's official meeting--see here--fell short of market expectations, but more importantly, Ms....

Claus Vistesen (Chief Eurozone Economist)19th Mar 2020 20:10Eurozone

16 Mar 2020 Is EZ Fiscal Policy Finally Stepping Up? And if So, What will it Do?

EZ investors are still trying to come to grips with last week's terrifying price action, culminating in the 12.5% crash in equities on Thursday

Claus Vistesen (Chief Eurozone Economist)15th Mar 2020 20:10Eurozone

13 Mar 2020 Mr. Trichet's Infamous 2011 Policy Mistake Just Got Bested

Yesterday's ECB meeting was a tragedy in two acts. Markets were initially underwhelmed by the concrete measures unveiled, and they were then shell-shocked by Ms. Lagarde's...

Claus Vistesen (Chief Eurozone Economist)12th Mar 2020 20:10Eurozone

12 Mar 2020 The ECB will Deliver, a Rate Cut, More QE and TLTROs are Coming

The Fed paved the way with a 50bp emergency rate cut on March 3, with more to come.

Claus Vistesen (Chief Eurozone Economist)11th Mar 2020 20:10Eurozone

11 Mar 2020 Covid-19 has a Strong Grip on Italy, it will be Costly to Beat it

It's still unclear how exactly Covid-19 will impact the euro area as a whole, but little doubt now remains that Italy's economy is in for a rough ride.

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

10 Mar 2020 It's Getting Sporty, a Brief Look at the Chaos in EZ Financial Markets

In this Monitor we'll let the data be, and try to make some sense of the recent market volatility from a Eurozone perspective, with an eye to the implications for the economy...

Claus Vistesen (Chief Eurozone Economist)9th Mar 2020 20:10Eurozone

9 Mar 2020 More Good News in the EZ, which Doesn't Mean Anything

Leave it to an economist to tell contradictory stories; German manufacturing orders, at the start of the year, rose at their fastest pace since 2014, but it doesn't mean...

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

6 Mar 2020 Are Migration and Climate Change Challenges Uniting the EU

In today's Monitor, we'll let the economy be, and focus instead on what are fast becoming the two defining political issues for the EU and its new Commission, namely...

Claus Vistesen (Chief Eurozone Economist)5th Mar 2020 19:10Eurozone

5 Mar 2020 How far Will EZ Services Fall, and Will it Cause a Recession

It will take a while for the economic data in the euro area fully to reflect the Covid-19 shock, but the incoming numbers paint an increasingly clear picture of an improving...

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

4 Mar 2020 The Policy Put is Alive and Well, the ECB will Follow the Fed

Markets were left somewhat disappointed yesterday by the G7 statement that central banks and finance ministers stand ready "to use all appropriate policy tools to achieve...

Claus Vistesen (Chief Eurozone Economist)3rd Mar 2020 19:10Eurozone

2 Mar 2020 ECB easing is on the way, the only question is how much

We'll cover Friday's barrage of EZ economic data later in this Monitor, but first things first. We regret to inform readers that the ECB is behind the curve. Last week,...

Claus Vistesen (Chief Eurozone Economist)1st Mar 2020 19:10Eurozone

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