Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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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)23rd Feb 2021 19:10Eurozone

25 Jan 2021 At this Rate, the Virus Won't Allow the EZ Economy to Reopen in Q2

The PMIs are still unable to capture the swings in GDP, due to the stop-start nature of economic activity during the fight against Covid, but the survey's overall message is...

Claus Vistesen (Chief Eurozone Economist)24th Jan 2021 19:10Eurozone

4 Jan 2021 A Brexit Deal and Vaccine Roll-out, but the Virus is Crushing Growth

The Christmas break brought two pieces of good news to EZ investors, though in both cases they were expected. 

Claus Vistesen (Chief Eurozone Economist)24th Dec 2020 07:32Eurozone

24 Dec 2020 What if the Consensus is Wrong About the Post-Covid World

This is our final report before we sign off for Christmas, and we'll use it to ask the question of what the consensus might be getting wrong about the economy next year.

Claus Vistesen (Chief Eurozone Economist)23rd Dec 2020 19:10Eurozone

4 Dec 2020 More Miserable Survey Data in EZ Services, Q4 GDP won't be Pretty

Yesterday's final euro area PMIs for November all but confirmed that the the economy fell flat on its face midway through Q4.

Claus Vistesen (Chief Eurozone Economist)3rd Dec 2020 19:10Eurozone

24 Nov 2020 The EZ Economy is Shrinking, Again, What Happens Next

Yesterday's advance EZ PMI data were just about as grim as we had been expecting.

Claus Vistesen (Chief Eurozone Economist)23rd Nov 2020 19:10Eurozone

12 Nov 2020 Virus Cases are Now Falling, but Q4 GDP Won't be Pretty

In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...

Claus Vistesen (Chief Eurozone Economist)11th Nov 2020 19:10Eurozone

4 Nov 2020 The Budget Deficit in France will Widen to 7% of GDP in 2020

The shift in France's public finances to lean against the economic damage from the virus has been significant.

Claus Vistesen (Chief Eurozone Economist)3rd Nov 2020 19:10Eurozone

27 Oct 2020 Controlling the Virus will Cost EZ Q4 GDP Growth Dearly

On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.

Claus Vistesen (Chief Eurozone Economist)26th Oct 2020 20:10Eurozone

9 Oct 2020 An Update on EU Fiscal Stimulus, the Recovery Fund Faces Delay

On the surface, the EU's joint stimulus efforts are progressing nicely.

Claus Vistesen (Chief Eurozone Economist)8th Oct 2020 20:10Eurozone

2 Oct 2020 EZ Manufacturing is Stretching its Legs, According to the PMIs

Judging by the PMIs, the euro area's industrial sector is now stretching its legs.

Claus Vistesen (Chief Eurozone Economist)1st Oct 2020 20:10Eurozone

22 Sept 2020 Is the ECB Considering Putting the PEPP out to Pasture

A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic...

Claus Vistesen (Chief Eurozone Economist)21st Sep 2020 20:10Eurozone

16 Sept 2020 ZEW and Sentix Point to a Leap in the EZ PMIs, We don't Buy it

Market-based sentiment indicators in the Eurozone are becoming increasingly detached from the reality of the threat of resurgent Covid-19 and the danger this poses to the strength...

Claus Vistesen (Chief Eurozone Economist)15th Sep 2020 20:10Eurozone

15 Sept 2020 Has the EZ Reached a Ceiling for its Post-Covid-19 Rebound

The return of the virus in the Eurozone isn't what the economy needed, but we continue to think it differs from the first shock, for three key reasons.

Claus Vistesen (Chief Eurozone Economist)14th Sep 2020 20:10Eurozone

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