Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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ifo

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

23 February 2021 A Solid IFO in February Won't Prevent a Q1 Drop in German GDP

23 February 2021 A Solid IFO in February Won't Prevent a Q1 Drop in German GDP

Claus Vistesen (Chief Eurozone Economist)22nd Feb 2021 08:22Eurozone

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

21 Dec 2020 Germany's Economy is Doing Relatively Well, but by How Much?

Data on Friday added to the evidence that the decline in EZ economic activity stabilised at the end of Q4.

Claus Vistesen (Chief Eurozone Economist)20th Dec 2020 19:10Eurozone

EZ Datanote: IFO and EZ Current Account 2020

In one line: The IFO is consistent with a relatively robust Q4 GDP print; EZ portfolio outflows are re-accelerating.

Claus Vistesen (Chief Eurozone Economist)18th Dec 2020 11:49Eurozone

8 Dec 2020 Germany's Industrial Sector is Revving-up, Right on Cue

Yesterday's data in Germany confirmed that the upturn in manufacturing gathered pace at the start of Q4.

Claus Vistesen (Chief Eurozone Economist)7th Dec 2020 19:10Eurozone

7 Dec 2020 German Manufacturing Seems to be Picking up the Pace in Q4

Friday's new orders and turnover data in German manufacturing send a clear and uplifting message.

Claus Vistesen (Chief Eurozone Economist)6th Dec 2020 19:10Eurozone

2 Dec 2020 Germany's Labour Market Seems to be Virus and Lockdown Proof

We'll start with the bright spot in yesterday's calendar. German unemployment fell in November, by 0.1pp to 6.1%, defying the consensus expectation of an increase to 6.3%.

Claus Vistesen (Chief Eurozone Economist)1st Dec 2020 19:10Eurozone

25 Nov 2020 Will the German Economy Dodge a Bullet in Q4

Yesterday's detailed Q3 GDP data in Germany confirmed that output rose sharply as the economy reopened.

Claus Vistesen (Chief Eurozone Economist)24th Nov 2020 19:10Eurozone

EZ Datanote: IFO, Germany, November 2020

In one line: Big fall in expectations, but still on track for a relatively small fall in Q4.

Claus Vistesen (Chief Eurozone Economist)24th Nov 2020 11:04Eurozone

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

10 Nov 2020 Is this the Beginning of the End of the Covid-19 Nightmare?

Yesterday's news that Pfizer's Covid-19 vaccine has a 90% effectiveness against the virus is unequivocally good news for the EZ economy, even if its positive impact...

Claus Vistesen (Chief Eurozone Economist)9th Nov 2020 17:10Eurozone

9 Nov 2020 German Manufacturing has Plenty of Room for Improvement in Q4

The official industrial production data in Germany are still underperforming, relative to leading indicators. Friday's report showed that output edged higher by 1.6%...

Claus Vistesen (Chief Eurozone Economist)8th 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

30 Oct 2020 More QE is Coming in December

Yesterday's ECB meeting conformed to the consensus and our own expectations. The central bank left its main refinancing and deposit rates unchanged, at 0.00% and -0.5%...

Claus Vistesen (Chief Eurozone Economist)29th Oct 2020 20:10Eurozone

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