Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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16 Dec 2020 The Rebound in French Services Inflation Likely Won't be Sustained

Inflation pressures in France firmed marginally midway through Q4.

Claus Vistesen (Chief Eurozone Economist)15th Dec 2020 17:10Eurozone

14 Dec 2020 The Recovery Fund seems in the Bag, but what about Brexit?

Last week saw a breakthrough in one of the political gordian knots that the EU is trying to untie before Christmas. On Thursday evening, European Council president, Charles...

Claus Vistesen (Chief Eurozone Economist)13th Dec 2020 19:10Eurozone

30 Nov 2020 Solid Headline Spending Data in France, but Soft Details

he French consumer came out swinging at the start of Q4, at least on the headline level. Consumption, ex- services, jumped by 3.7% month-to-month in October, lifting the...

Claus Vistesen (Chief Eurozone Economist)29th Nov 2020 19:10Eurozone

6 Nov 2020 German Manufacturing Should Remain a Bright Spot in Q4

Manufacturing in Germany maintained momentum at the end of Q3.

Claus Vistesen (Chief Eurozone Economist)5th Nov 2020 19:10Eurozone

2 Nov 2020 Consensus-Beating Q3 GDP Data are a False Dawn for the EZ

Friday's data deluge delivered uplifting, if backward- looking, news in the EZ economy. Eurostat's advance report showed that GDP jumped by 12.7% quarter-on- quarter in...

Claus Vistesen (Chief Eurozone Economist)1st Nov 2020 19:10Eurozone

14 Oct 2020 The VAT Cut isn't the Only Drag on German Core Inflation

In a world where the ECB is inclined to ease first and ask questions later, yesterday's detailed German inflation data gave further indication that more stimulus is on the...

Claus Vistesen (Chief Eurozone Economist)13th Oct 2020 20:10Eurozone

12 Oct 2020 The French Aerospace Sector has been Knocked Out by Covid-19

Friday's sole economic report added to the evidence that the rebound in EZ manufacturing petered out midway through Q3, even if we still think the German numbers--see...

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

30 Sept 2020 German Core Inflation Seems to be Falling, will it Sway the ECB

Yesterday's advance CPI data in Germany offer a slight victory for ECB doves, and forecasters eyeing further stimulus from the central bank between now and the end of the year.

Claus Vistesen (Chief Eurozone Economist)29th Sep 2020 20:10Eurozone

25 Sept 2020 The IFO and INSEE Data are More Nuanced than the PMIs

Yesterday's national survey data painted a more nuanced picture of the recovery in the major Eurozone economies than the warning sent by the PMIs earlier in the week; see here.

Claus Vistesen (Chief Eurozone Economist)24th Sep 2020 20:10Eurozone

14 Sept 2020 German Core Inflation is 0.5pp Lower After the July VAT Cut

Friday's sole economic report provided further clarity on the impact on Germany's inflation data from the Value-Added-Tax cut in July.

Claus Vistesen (Chief Eurozone Economist)13th Sep 2020 20:10Eurozone

3 Sep 2020 The German Consumer is in Good Shape, Relatively Speaking

On the face of it, yesterday's German consumption data were disappointingly weak.

Claus Vistesen (Chief Eurozone Economist)2nd Sep 2020 20:10Eurozone

1 Sep 2020 EZ Core Inflation will Undershoot the Consensus Today

Advance country data suggest that EZ inflation fell less than we expected last month, though we are still looking for a significant undershoot in the August core rate.

Claus Vistesen (Chief Eurozone Economist)31st Aug 2020 20:10Eurozone

19 Aug 2020 An Updated Look at EZ Inflation Expectations, Not Much Going On

Recession, rising unemployment and disinflation remain the main themes for economists in the context of charting the course of the Covid-19 crisis.

Claus Vistesen (Chief Eurozone Economist)18th 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

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

6 Aug 2020 Strong EZ PMIs and Retail Sales Overstate the Economy's Strength

Judging solely by yesterday's PMI and retail sales data, the EZ economy has shaken off the virus and is going from strength to strength.

Claus Vistesen (Chief Eurozone Economist)5th Aug 2020 20:10Eurozone

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