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.

economists

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)Eurozone

9 July 2021 The ECB's New Inflation Target Signals Looser Policy, in Theory

The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

4 June 2021 The EZ Services Sector is Now Stretching its Legs

If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 June 2021 The Rise in EZ Headline Inflation is Over, for a Brief Moment

Inflation in the euro area increased further midway through the second quarter. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

22 Dec 2020 Will the ECB be Forced to Take Action on the Euro in Q1?

The dollar's fall from grace has been one of the most spectacular shifts in global asset markets through 2020.

Claus Vistesen (Chief Eurozone Economist)Eurozone

9 Dec 2020 Sizzling, but Backward-Looking, Q3 GDP Data in the EZ

Yesterday's detailed GDP Q3 data confirmed that all sectors contributed to the rebound after the first lockdown. GDP jumped by 12.5% quarter-on-quarter, following an 11.8%...

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 Dec 2020 More Miserable Survey Data in EZ Services, Q4 GDP won't be Pretty

Yesterday's final euro area PMIs for November all but confirmed that the the economy fell flat on its face midway through Q4.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

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