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.

headline rate

30 July 2021 German Inflation is now Red Hot, but Broadly as Expected

Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...

Claus Vistesen (Chief Eurozone Economist)Eurozone

28 July 2021 A Sneak-Peek at the Likely Pace of EZ GDP growth in H1 2022

Robust M1 growth points to solid GDP growth in the Eurozone, once the dust settles from reopening. Loan growth is slowing, but that's mainly due to base effects; the underlying...

Claus Vistesen (Chief Eurozone Economist)Eurozone

27 July 2021 What to Expect from the Barrage of EZ Economic Data this Week

We look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...

Claus Vistesen (Chief Eurozone Economist)Eurozone

22 July 2021 All Change at the ECB Today as It Presents Its New Inflation Target

Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 July 2021 EZ Core Inflation will Go Haywire in Q3; Take it With a Pinch of Salt

Friday's detailed inflation data in the EZ conformed to expectations. Headline inflation dipped by 0.1pp, to 1.9%, matching the initial estimate, while core inflation fell to...

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

14 July 2021 On the Hunt for Supply Pressures, and Reopening in the EZ CPI Data

Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 July 2021 Taking Stock of Italy's Economy in Q2; It's Good News

We last set our outlook for the Italian economy at the end of May--see here--and in this Monitor, we take stock of what has changed since. In preview; it's good news.

Claus Vistesen (Chief Eurozone Economist)Eurozone

30 June 2021 Eurozone Headline Inflation Fell only Marginally in June

Data yesterday revealed that inflation in Germany eased slightly at the end of Q2.

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 June 2021 Who's Afraid of the Taper? Not Many it Seems, for Now

From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

EZ Datanote: SNB Rate Decision, Q2 2021

In one line: Another non-event; interest rates to stay on hold until at least 2024.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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)Eurozone

14 June 2021 We're Betting on a Further Fall in EZ Unemployment in H2

In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...

Claus Vistesen (Chief Eurozone Economist)Eurozone

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