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.

jobless claims

2 Sept 2021 The Eurozone's Industrial Sector Remains in the Doldrums, for now

  • EZ manufacturing output is still hampered by supply-side woes, but it's not all bad news.
  • Unemployment in the EZ fell further at the start of Q3; we think the good news will keep coming.
  • SPD's lead in the German polls is startling, but not yet a game-changer for the final outcome.

Claus Vistesen (Chief Eurozone Economist)Eurozone

6 Aug 2021 Industry in the Core is Not Going Anywhere

German factory orders surged in June, more than reversing May's plunge ...
... But turnover data point to a weak end to Q2 for industry; we look for a 0.5% monthly fall in June.
French industry continued to tread water; even though car output rose for the first time this year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 Aug 2021 We Remain Optimistic about the Reopening Upturn in Ser vices

The PMIs confirm that the Q2 upturn in services continued at the start of the third quarter.
Data in France and Spain suggest that hospitality came roaring back in Q2; more to come in Q3.
EZ retail sales jumped by 3.4% in Q2; growth will slow in Q3, but should remain robust.

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 Aug 2021 All Set for Record-Busting Q3 GDP Growth in the EZ Economy

We're raising our 2021 growth forecasts for France, mostly due to technicals linked to recent revisions.
We now think German GDP will rise by just 2.7% in 2021, but the carry-over into 2022 will be solid.
Our new Q3 forecasts are broadly in line with the consensus; all set for a spectacular quarter.

Claus Vistesen (Chief Eurozone Economist)Eurozone

3 Aug 2021 The Swiss Economy Entered Q3 on the Front Foot

Raft of Swiss data reaffirm our view that the economy is recovering quicker than the Eurozone.
The pick-up in Swiss inflation in July is nowhere near enough to set alarm bells off at the SNB...
... but a stronger franc all but cements the need for higher FX intervention.

Claus Vistesen (Chief Eurozone Economist)Eurozone

2 Aug 2021 Punchy Growth in the Periphery to Push EZ Forecasts Higher in Q3

EZ GDP data beat expectations in Q2, which will drive upward revisions to 2021 forecasts.

We now expect full-year GDP growth in the Euro- zone of 5.0% in 2021, up from 4.5% previously.

Ignore the July dip in euro area core inflation; it will leap to 1.5% in August.

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 share of the total population.

Claus Vistesen (Chief Eurozone Economist)Eurozone

19 May 2021 Poor Q1 GDP Data in the Eurozone Fortunately is Old News

Yesterday's second Q1 GDP estimate confirmed that the EZ economy fell into recession at the start of the year.

Claus Vistesen (Chief Eurozone Economist)Eurozone

31 Mar 2021 EZ Headline Inflation Jumped in March, but the Core Stood Still

Yesterday's advance inflation data in Germany and Spain point to slight upside risks to the EZ number today. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

The upturn in EZ inflation stalled in February, temporarily. Advance data yesterday revealed that the headline HICP rate rose by 0.9% year-over-year, the same pace as in January.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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