Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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households

3 Mar 2021 The Calm Before the Storm in Eurozone Headline Inflation

3 Mar 2021 The Calm Before the Storm in Eurozone Headline Inflation

Claus Vistesen (Chief Eurozone Economist)2nd Mar 2021 19:10Eurozone

25 Feb 2021 Domestic Demand in Germany Weakened Significantly in Q4

business sentiment, composite pmi, consumption, economic activity, economy, eurozone, exports, February, france, french, gdp, gdp data, gdp growth, growth, h2, household...

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

18 Feb 2021 The January Crash in EZ Car Sales is a One-off, but H1 will be Slow

The January Crash in EZ Car Sales is a One-off, but H1 will be Slow

Claus Vistesen (Chief Eurozone Economist)17th Feb 2021 19:10Eurozone

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

15 Dec 2020 Solid EZ Manufacturing Data in October is a Sign of More to Come

Yesterday's sole economic report confirmed that manufacturing in the euro area came out swinging at the start of Q4.

Claus Vistesen (Chief Eurozone Economist)14th Dec 2020 19:10Eurozone

27 Nov 2020 How Much Firepower do EZ Households Have for Next Year?

Private sector liquidity in the EZ remains well- supported even as GDP is now falling, again. Data yesterday showed that M3 money supply growth in EZ accelerated marginally in...

Claus Vistesen (Chief Eurozone Economist)26th Nov 2020 19:10Eurozone

23 Nov 2020 Will the November Surveys Pick up on the Vaccine News?

Today's advance PMI data were collected between November 12 and 22, giving respondents plenty of time to factor in the prospect of a quick and effective vaccine.

Claus Vistesen (Chief Eurozone Economist)22nd Nov 2020 19:10Eurozone

11 Nov 2020 What Does a Quick Roll-Out of a Vaccine Mean for the Economy

In yesterday's Monitor--see here--we discussed the three main questions for investors in relation to the news that an effective Covid-19 vaccine is now imminent.

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

6 Nov 2020 German Manufacturing Should Remain a Bright Spot in Q4

Manufacturing in Germany maintained momentum at the end of Q3.

Claus Vistesen (Chief Eurozone Economist)5th 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

14 Oct 2020 The VAT Cut isn't the Only Drag on German Core Inflation

In a world where the ECB is inclined to ease first and ask questions later, yesterday's detailed German inflation data gave further indication that more stimulus is on the...

Claus Vistesen (Chief Eurozone Economist)13th Oct 2020 20:10Eurozone

9 Sept 2020 The EU and the U.K. are Steering Straight for a No-Deal Brexit

Before we cover yesterday's economic news, we regret to inform our readers that the Brexit negotiations remain bizarre as ever.

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

4 Sep 2020 Did the PMIs Just Put the Recovery in the Euro Area On Notice

Yesterday's final PMI data for August confirmed that the composite index in the EZ fell to 51.9, from 54.9 in July, slightly higher than the first estimate, 51.6.

Claus Vistesen (Chief Eurozone Economist)3rd Sep 2020 20:10Eurozone

3 Sep 2020 The German Consumer is in Good Shape, Relatively Speaking

On the face of it, yesterday's German consumption data were disappointingly weak.

Claus Vistesen (Chief Eurozone Economist)2nd Sep 2020 20:10Eurozone

1 Sep 2020 EZ Core Inflation will Undershoot the Consensus Today

Advance country data suggest that EZ inflation fell less than we expected last month, though we are still looking for a significant undershoot in the August core rate.

Claus Vistesen (Chief Eurozone Economist)31st Aug 2020 20:10Eurozone

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