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.

gdp

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)25th Jun 2021 00:10Eurozone

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)24th Jun 2021 00:10Eurozone

23 June 2021 Moving Closer to the First Set of EU Recovery Fund Disbursements

European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...

Claus Vistesen (Chief Eurozone Economist)23rd Jun 2021 00:10Eurozone

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

18 June 2021 A Quiet SNB, and a Guide to the EZ Inflation Data in H2

Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.

Claus Vistesen (Chief Eurozone Economist)18th Jun 2021 00:10Eurozone

17 June 2021 Expect a Quiet SNB Meeting, but Higher CHF Sales Needed Soon

The Swiss National Bank (SNB) will keep its powder dry today and leave its policy rate at -0.75%, a number we recommend investors get used to.

Claus Vistesen (Chief Eurozone Economist)17th Jun 2021 00:10Eurozone

16 June 2021 Ignore the April Plunge in the EZ Trade Surplus; a Rebound Beckons

Yesterday's euro area trade data from Eurostat were alarmingly poor.

Claus Vistesen (Chief Eurozone Economist)16th Jun 2021 00:10Eurozone

15 June 2021 A Closer Look at the ECB's New Forecasts; are we too Pessimistic?

In preview, we still think the central bank is setting the bar a bit too high.

Claus Vistesen (Chief Eurozone Economist)15th Jun 2021 00:20Eurozone

11 June 2021 If the ECB's New Forecasts are Right, PEPP will be Axed in Q4

The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.

Claus Vistesen (Chief Eurozone Economist)11th Jun 2021 00:10Eurozone

EZ Datanote: Detailed GDP, Eurozone, Q1 2021

In one line: Stung by falling consumers' spending; all set for a Q2 rebound, we hope. 

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 10:35Eurozone

8 June 2021 German Manufacturing was Soft in April; Spain was Much Better

Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.

Claus Vistesen (Chief Eurozone Economist)8th 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

4 June 2021 The EZ Services Sector is Now Stretching its Legs

If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.

Claus Vistesen (Chief Eurozone Economist)4th Jun 2021 00:10Eurozone

3 June 2021 The Stage is Set for a Decent Rebound in Swiss GDP in Q2

In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.

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

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)2nd Jun 2021 00:10Eurozone

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)1st Jun 2021 00:20Eurozone

28 May 2021 Italian Economy is Roaring Back to Life, but We're Still Cautious

Italian Economy is Roaring Back to Life, but We're Still Cautious

Claus Vistesen (Chief Eurozone Economist)28th May 2021 00:10Eurozone

27 May 2021 The Recovery in France has Begun, but Q2 will be Pedestrian

Yesterday's INSEE surveys in France complemented the upbeat IFO in Germany earlier in the week

Claus Vistesen (Chief Eurozone Economist)26th May 2021 17:30Eurozone

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