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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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

EZ Datanote: Advance PMIs, Germany, June 2021

In one line: A leap in services activity, amid persistent supply-side pressures in manufacturing.  

Claus Vistesen (Chief Eurozone Economist)23rd Jun 2021 16:39Eurozone

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

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

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

EZ Datanote: Detailed Inflation, Germany, May 2021

In one line: The core snapped back in May, and it likely will advance further.

Claus Vistesen (Chief Eurozone Economist)15th Jun 2021 16:48Eurozone

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

EZ Datanote: Trade Balance, Germany, April 2021

In one line: A rebound, but still depressed compared to its past trend.

Claus Vistesen (Chief Eurozone Economist)9th Jun 2021 16:23Eurozone

EZ Datanote: ZEW, Germany, June 2021

In one line: Expectations now seem to be falling, just in time for the good economic news to roll in.  

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 10:50Eurozone

EZ Datanote: Industrial Production, Germany, April 2021

In one line: Poor; still trailing the surveys and new orders. 

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 07:40Eurozone

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

EZ Datanote; Factory Orders, Germany, April 2021

In one line: Not terrible, but tomorrow's production data won't be pretty.

Claus Vistesen (Chief Eurozone Economist)7th Jun 2021 13:18Eurozone

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

EZ Datanote: Retail Sales, Germany, April 2021

In one line: Terrible, but don't write off Q2 until you see the May report. 

Claus Vistesen (Chief Eurozone Economist)2nd Jun 2021 16:28Eurozone

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

EZ Datanote: Unemployment, Germany, May 2021

In one line: Solid, and more good news to come. 

Claus Vistesen (Chief Eurozone Economist)1st Jun 2021 14:38Eurozone

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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