Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

ms lagarde Monetary Policy

12 Mar 2021 The ECB is here to Close Spreads, and Likely Flatten the Curve too

The ECB is here to Close Spreads, and Likely Flatten the Curve too

Claus Vistesen (Chief Eurozone Economist)12th Mar 2021 00:10Eurozone

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)5th Mar 2021 08:14Eurozone

1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?

1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?

Claus Vistesen (Chief Eurozone Economist)1st Mar 2021 00:20Eurozone

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)24th Dec 2020 00:10Eurozone

22 Dec 2020 Will the ECB be Forced to Take Action on the Euro in Q1?

The dollar's fall from grace has been one of the most spectacular shifts in global asset markets through 2020.

Claus Vistesen (Chief Eurozone Economist)22nd Dec 2020 00:10Eurozone

10 Dec 2020 A Boost to PEPP and Juicier TLTROs on the ECB Menu Today

The scene has been carefully set for the ECB to announce further stimulus today.

Claus Vistesen (Chief Eurozone Economist)10th Dec 2020 00:10Eurozone

1 Dec 2020 EZ Core Inflation Remains Soft, but that Could Change Next Year

Early inflation data suggest that today's advance CPI report for the euro area as a whole will conform to the consensus.

Claus Vistesen (Chief Eurozone Economist)1st Dec 2020 00:10Eurozone

13 Nov 2020 The 2021 Outlook Has Improved, but the Uncertainty is Enormous

Today's second Q3 GDP estimate in the Eurozone has been rendered even more meaningless after this week's news that an effective vaccine could now be a reality as early as...

Claus Vistesen (Chief Eurozone Economist)13th Nov 2020 00:10Eurozone

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 22:10Eurozone

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)30th Oct 2020 00:10Eurozone

28 Oct 2020 Upside Risks to Q3 GDP Data This Week, but Anything can Happen

This EZ calendar is extremely busy over the next few days, so we'll use this Monitor to preview the key numbers, before turning our focus on the ECB in tomorrow's report.

Claus Vistesen (Chief Eurozone Economist)28th Oct 2020 00:10Eurozone

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)27th Oct 2020 00:10Eurozone

26 Oct 2020 EZ Q4 GDP Growth Forecasts Fall, the Only Question is, How Much?

The headline EZ data added to the evidence of a weakening recovery while we were away.

Claus Vistesen (Chief Eurozone Economist)26th Oct 2020 00:10Eurozone

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)14th Oct 2020 00:10Eurozone

13 Oct 2020 EZ Bank Equities are in a World of Pain, With no Clear Way Out

Covid-19 is a very different calamity from the shocks that stung the EZ economy during the financial and sovereign debt crises, but one thing hasn't changed.

Claus Vistesen (Chief Eurozone Economist)13th Oct 2020 00:10Eurozone

5 Oct 2020 EZ Core Inflation is Now Uncomfortably low for the ECB

Friday's advance EZ inflation data were every bit as soft as we expected. The headline slipped to -0.3% year-over-year in September, from -0.2% in August, with the core...

Claus Vistesen (Chief Eurozone Economist)5th Oct 2020 00:10Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: Eurozone Documents

Eurozone Document Vault,