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.

equities

29 July 2021 EZ Equity Investors Can't Look to the Macro Data for Help in H2

The macro-fundamentals are starting to turn against equities, but the policy put is alive and well.
Even if EZ equity earnings rise by 40% over the next year, as analysts expect, they still aren't cheap.
Political risks in the G7 are now concentrated in Europe; next year's elections in France loom large

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 June 2021 Who's Afraid of the Taper? Not Many it Seems, for Now

From an immunological perspective, variant risk is assessed on a spectrum—no variant is either completely resistant or susceptible to the vaccines—but for markets it is binary.

Claus Vistesen (Chief Eurozone Economist)Eurozone

11 May 2021 Conditions have Never Been Better for Equities, but Risks Loom in H2

EZ equities have so far delivered the goods in 2021. The MSCI EU, ex-UK, is up just under 11% year-to-date, excluding dividends.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 May 2021 The ECB Will Soon be Discussing When and How to Slow PEPP

By all accounts, the ECB's promise in March to conduct PEPP purchases at a "significantly higher pace" through Q2 is turning out to be a damp squib.

Claus Vistesen (Chief Eurozone Economist)Eurozone

13 Apr 2021 The Virus will Soon be History, but are Markets Pricing in Too Much?

The disconnect between the macro data and market prices in the Eurozone is wide as ever.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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