Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

downside risks

17 Aug 2021 A Nervy Stand-Off or an Easy Win for Macron Next Year in France

  • The scene is set for another face-off between Mr. Macron and Mrs. Le Pen next year.
  • Polls suggest that Mr. Macron will win a second term, but the margin is closer than in 2017.
  • Rising political risks could dent French equities, and widen 10-year spreads to German bunds.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 Aug 2021 High Political Risk in the Andes Offsetting Upbeat Economic News

Peruvian New Sol —  President Castillo already on fire

Chilean Peso —The copper-driven sell-off

Colombian Peso — Deteriorating fundamentals

Andres Abadia (Senior International Economist)Latin America

3 Aug 2021 The Swiss Economy Entered Q3 on the Front Foot

Raft of Swiss data reaffirm our view that the economy is recovering quicker than the Eurozone.
The pick-up in Swiss inflation in July is nowhere near enough to set alarm bells off at the SNB...
... but a stronger franc all but cements the need for higher FX intervention.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

3 June 2021 The Stage is Set for a Decent Rebound in Swiss GDP in Q2

In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 May 2021 Poor Q1 GDP Data in the Eurozone Fortunately is Old News

Yesterday's second Q1 GDP estimate confirmed that the EZ economy fell into recession at the start of the year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 May 2021 Either the ECB has Toughened Up, or it is Behind the C urve

The ECB has been struggling to send a clear message to markets in the past few months.

Claus Vistesen (Chief Eurozone Economist)Eurozone

30 Mar 2021 The Real Upturn in EZ Headline Inflation is About to Begin

Today's advance German CPI data for March will be the first mark-to-market test for our view that EZ inflation will surprise to the upside over the next few months.

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 Mar 2021 Will IFO Expectations Hold Up in Q2?

Friday's IFO in Germany completed the home-run for last week's EZ survey data. The main business climate index rose to 96.6 in March, from 92.7 in February, edging above its pre-virus level in February last year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 Mar 2021 The Downturn in the EZ Ended in February, but No Rebound in Sight

Yesterday's final February PMIs confirmed that virus restrictions are still holding back services, overwhelming the solid upturn in manufacturing, but the numbers were better than we expected.

Claus Vistesen (Chief Eurozone Economist)Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: Eurozone Documents

Eurozone Document Vault,