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.

leading indicators

8 Sept 2021 A V-Shaped Recovery in the EZ Economy is Now in Sight

  • German industrial output rebounded at the start of Q3, but the trend likely is still flat.
  • Consumers' spending propelled the EZ economy in Q2; a full recovery in GDP is possible in Q3.
  • We are lifting our full-year forecasts for 2021, but this is mostly book-keeping; growth is now slowing.

Claus Vistesen (Chief Eurozone Economist)Eurozone

13 Aug 2021 Did the Eurozone Survey Data Soften Midway through Q3?

  • The second Q2 GDP estimate for the EZ will confirm the advance report while we are away.
  • Detailed GDP data in Germany will show that consumers' spending rocketed in Q2.
  • We look for soft surveys for August, but we still think Q3 as a whole will be great for the EZ economy.

Claus Vistesen (Chief Eurozone Economist)Eurozone

9 June 2021 Consumers will have to Step up to Deliver a Solid Q2 in the Eurozone

Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.

Claus Vistesen (Chief Eurozone Economist)Eurozone

7 June 2021 Don't Despair over Poor EZ Retail Sales at the Start of Q2

 

For forecasters, including us, pinning their hopes on
a reopening-rebound in EZ Q2 GDP , chiefly thanks to rising consumers' spending, Friday's data were a slap in the face. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

4 June 2021 The EZ Services Sector is Now Stretching its Legs

If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.

Claus Vistesen (Chief Eurozone Economist)Eurozone

15 Apr 2021 The EZ Manufacturing Upturn Continues, But at a Slower Pace

The upturn in euro area manufacturing stalled midway through the first quarter.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 Mar 2021 An Increase in PEPP Purchases is Coming, But Don't Expect a Surge

We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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