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.

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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...

Claus Vistesen (Chief Eurozone Economist)Eurozone

26 July 2021 The Economic Upturn in the EZ Continued at the Start of Q3

The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...

Claus Vistesen (Chief Eurozone Economist)Eurozone

20 July 2021 Europe's New Green Deal is Trail- Blazing, but it's Going to Cost

Talking about a green energy transition in Europe is easy, but more often than not, actions fall short of promises, for political reasons.

Claus Vistesen (Chief Eurozone Economist)Eurozone

16 July 2021 Supply Constraints & Reopening Boost Italian & Spanish inflation

Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...

Claus Vistesen (Chief Eurozone Economist)Eurozone

8 July 2021 German Industry was Sluggish in H1, Blame Collapsing Auto Output

Manufacturing in Germany has stalled. Data yesterday showed that industrial production, including construction, edged lower by 0.3% month-to-month in May, matching the revised...

Claus Vistesen (Chief Eurozone Economist)Eurozone

7 July 2021 EZ Manufacturing is Being Held Back by Weakness in Autos

Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.

Claus Vistesen (Chief Eurozone Economist)Eurozone

25 June 2021 More Upbeat Survey Data in the EZ; Services are Driving the Upturn

Yesterday's national survey data in the core Eurozone economies added to the evidence that services are now driving the recovery.

Claus Vistesen (Chief Eurozone Economist)Eurozone

24 June 2021 EZ GDP Likely Rebounded Solidly in Q2, but Markets Fear Tapering

The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

2 June 2021 The Rise in EZ Headline Inflation is Over, for a Brief Moment

Inflation in the euro area increased further midway through the second quarter. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

1 June 2021 EZ Consumers' Spending, Ex-Services, Softened at the Start of Q2

Friday's headline data in the French economy weren't pretty. First, the third and final Q1 GDP estimate was revised down by 0.5pp, to -0.1% quarter-on-quarter, indicating that the...

Claus Vistesen (Chief Eurozone Economist)Eurozone

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