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.

fixed income

21 July 2021 Sticking our Neck out With a Call on EZ Net Trade in 2021 and 2022

This is not, on the face of it, the best time to take a step back and look at the prospects for net exports in the Eurozone in a post-Covid world.

Claus Vistesen (Chief Eurozone Economist)21st Jul 2021 00:10Eurozone

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)9th Jul 2021 00:10Eurozone

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...

Claus Vistesen (Chief Eurozone Economist)29th Jun 2021 00:20Eurozone

28 June 2021 Don't Fear the Slowdown in EZ M1 Growth; the Trend is still Solid

Data on Friday showed that money supply growth in the Eurozone slowed further midway through Q2. Broad money, M3, rose by 8.4% year-over-year in May, easing from a 9.4% increase...

Claus Vistesen (Chief Eurozone Economist)28th Jun 2021 00:20Eurozone

22 June 2021 No Clear Signal from the Polls in Germany to bet on Bund Volatility

With Mr. Biden recently installed in the Oval office, and the Conservative government in the U.K. not battling for re-election until 2024, the main sources of political risk...

Claus Vistesen (Chief Eurozone Economist)22nd Jun 2021 00:20Eurozone

21 June 2021 Did the EZ Trade Surplus Really Fall at the Start of Q2

The Eurozone's external surplus rebounded at the start of Q2.

Claus Vistesen (Chief Eurozone Economist)21st Jun 2021 00:20Eurozone

7 June 2021 Don't Despair over Poor EZ Retail Sales at the Start of Q2

For forecasters, including us, pinning their hopes on a reopening-rebound in EZ Q2 GDP, chiefly thanks to rising consumers' spending, Friday's data were a slap in the face. 

Claus Vistesen (Chief Eurozone Economist)7th Jun 2021 00:20Eurozone

21 May 2021 The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

Claus Vistesen (Chief Eurozone Economist)21st May 2021 00:20Eurozone

29 Apr 2021 EZ Consumer Confidence was Still Virus-Stricken at the start of Q2

EZ Consumer Confidence was Still Virus-Stricken at the start of Q2

Claus Vistesen (Chief Eurozone Economist)29th Apr 2021 00:10Eurozone

21 Apr 2021 Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.

Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.

Claus Vistesen (Chief Eurozone Economist)21st Apr 2021 00:10Eurozone

20 Apr 2021 EZ Construction Flat-lined in Q4 and Q1, but Q2 Should b e Better

EZ Construction Flat-lined in Q4 and Q1, but Q2 Should b e Better

Claus Vistesen (Chief Eurozone Economist)20th Apr 2021 00:20Eurozone

23 Mar 2021 Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It

Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It

Claus Vistesen (Chief Eurozone Economist)23rd Mar 2021 00:20Eurozone

5 Mar 2021 An Increase in PEPP Purchases is Coming, But Don't Expect a Surge

We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.

Claus Vistesen (Chief Eurozone Economist)5th Mar 2021 08:14Eurozone

3 Mar 2021 The Calm Before the Storm in Eurozone Headline Inflation

3 Mar 2021 The Calm Before the Storm in Eurozone Headline Inflation

Claus Vistesen (Chief Eurozone Economist)3rd Mar 2021 00:10Eurozone

24 Feb 2021 How to Separate the Signal from the Noise in the EZ Inflation Data

24 Feb 2021 How to Separate the Signal from the Noise in the EZ Inflation Data

Claus Vistesen (Chief Eurozone Economist)24th Feb 2021 00:10Eurozone

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