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.

fed

23 Sept 2022 Eurozone Monitor The SNB's 75bp Hike will be a One- Off; Expect 50bp in December

  • The SNB joined the 75bp rate hike club yesterday; it won’t stay there for long.
  • We expect a 50bp hike in December, taking the rate to 1.00%, and we think the Bank will pause in 2023.
  • Unlike the ECB, the SNB is capping the amount of bank deposits that will benefit from higher rates.

Melanie Debono (Senior Eurozone Economist)Eurozone

12 Sept 2022 Eurozone Monitor The SNB will Join the 75bp Rate Hike Club This Month

  • The rise in inflation since the SNB’s last meeting means it will surely raise rates on September 22.
  • The ECB went big last week; the SNB will follow suit as it seems happy with current franc strength.
  • In Q4 we think the SNB will hike by 50bp, much less than the 125bp we expect from the ECB.

Melanie Debono (Senior Eurozone Economist)Eurozone

7 Sept 2022 Eurozone Monitor We Think the ECB will go Big This Week, but It's a Close Call

  • We look for a 75bp hike from the ECB this week, but the consensus is evenly split between this and 50bp.
  • Ms. Lagarde will be asked about the terminal and neutral rates; will she get pinned down on a number?
  • Factory orders in Germany fell further in July, and turnover points to a decline in production.

Claus Vistesen (Chief Eurozone Economist)Eurozone

31 Aug 2022 Eurozone Monitor The ECB is Priming Markets for a Series of 50bp Rate Hikes

  • We now think the ECB will lift rates by 50bp three times this year, but still expect a pause in H1-23.
  • Today's EZ inflation data will offer little relief for markets recently stung by hawkish ECB comments.
  • Surveyed inflation expectations are falling, in line with the idea of a reduced tightening pace in 2023.

Claus Vistesen (Chief Eurozone Economist)Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Eurozone Documents

Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence