Pantheon Macroeconomics

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

Eurozone Publications

Below is a full list of our Eurozone Publications.

Please use the filters on the right to search for a specific date or topic.

equities

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

21 Dec 2020 Germany's Economy is Doing Relatively Well, but by How Much?

Data on Friday added to the evidence that the decline in EZ economic activity stabilised at the end of Q4.

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

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)3rd Dec 2020 19:10Eurozone

12 Nov 2020 Virus Cases are Now Falling, but Q4 GDP Won't be Pretty

In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...

Claus Vistesen (Chief Eurozone Economist)11th Nov 2020 19:10Eurozone

10 Nov 2020 Is this the Beginning of the End of the Covid-19 Nightmare?

Yesterday's news that Pfizer's Covid-19 vaccine has a 90% effectiveness against the virus is unequivocally good news for the EZ economy, even if its positive impact...

Claus Vistesen (Chief Eurozone Economist)9th Nov 2020 17:10Eurozone

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

3 Nov 2020 Europe's People and Politicians Want a Biden Win, will they Get it?

Polls can be wrong, but we have to assume that Joe Biden will beat Donald Trump in today's election to become America's 46th president. If we are right, the people of...

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

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)29th Oct 2020 20:10Eurozone

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

27 Oct 2020 Controlling the Virus will Cost EZ Q4 GDP Growth Dearly

On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.

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

26 Oct 2020 EZ Q4 GDP Growth Forecasts Fall, the Only Question is, How Much?

The headline EZ data added to the evidence of a weakening recovery while we were away.

Claus Vistesen (Chief Eurozone Economist)25th Oct 2020 20:10Eurozone

13 Oct 2020 EZ Bank Equities are in a World of Pain, With no Clear Way Out

Covid-19 is a very different calamity from the shocks that stung the EZ economy during the financial and sovereign debt crises, but one thing hasn't changed.

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

23 Sept 2020 We're Looking for a Downside Surprise in Today's PMI Data

Judging by the trend in investor sentiment, today's PMI data will look great.

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

25 Aug 2020 Now Should be a Great Time to Own Equities in the Eurozone

If we analyse the Covid-19 shock as a normal downturn, the clock has now been reset on the business cycle, which in turn implies that it is a great time to be invested in EZ...

Claus Vistesen (Chief Eurozone Economist)24th Aug 2020 18:30Eurozone

13 Aug 2020 Solid EZ Manufacturing Data, but Still Far Off a Full Recovery

Yesterday's EZ industrial production report conformed to expectations.

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

12 Aug 2020 What do EZ Investor Sentiment Data Tell Us about the Q3 Outlook

Yesterday's ZEW investor sentiment report in Germany provided an upside surprise.

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

11 Aug 2020 How Worried Should we be Over Spain's Economic Misery

Markets tend to look to Italy as the canary in the coalmine for signs of stress in the EZ economy and financial markets, but we recommend keeping a close eye on Spain too.

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

10 Aug 2020 German and French Manufacturing Finished Q2 on a Strong Note

Friday's manufacturing and trade data added to the evidence of a solid rebound in the EZ economy at the end of Q2, as lockdowns were lifted.

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

7 Aug 2020 What to Make of the June Jump in German Factory Orders

Demand in German manufacturing rebounded powerfully at the end of the second quarter, accelerating from an initially modest rebound when lockdowns were lifted.

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

  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,