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.

oil Asset PricesDemographics Growth Services

22 Dec 2021 The Euro Glut is Swelling, this time due to EZ Demand for Equities

  • The ECB’s data continue to paint a less dramatic picture of trade in goods than Eurostat's numbers.
  • Net services exports likely will jump in Q4, but this will be offset in part by a fall in IP capex.
  • The euro glut has expanded during the pandemic, due mainly to a rise in EZ foreign equity holdings.

Claus Vistesen and Melanie DebonoEurozone

17 Dec 2021 EZ Monetary Stimulus is Set to Slow Next Year, Virus Permitting

The ECB will end PEPP in March, but is keeping the door open for a resumption if the virus worsens.

ECB asset purchases will be around €500B next year on current plans, half the pace in 2021.

The SNB is standing pat, as expected, and we're lowering our outlook for EZ growth in Q1.

Claus Vistesen and Melanie DebonoEurozone

1 Nov 2021 EZ GDP Recovered further in Q3, and Inflation is Still Running Hot

  • The Eurozone economy recovered further in Q3, and revisions could close the gap with Q4-2019.
  • France and Italy stood out to the upside in Q3, with Germany lacklustre, and Spain implausibly weak.
  • We're lifting our inflation forecasts, again, but we still think markets are wrong on ECB tightening in 2022.

Claus Vistesen and Melanie DebonoEurozone

31 Aug 2021 EZ Core Inflation Leapt in August, due Mainly to Technical Factors

  • Core inflation in the euro area rocketed in August, but we doubt that markets will notice.
  • PEPP tapering is coming, but the overall tenor of the ECB's communication remains as dovish as ever.
  • The EZ survey data are now softening, but that won't matter for GDP in Q3; for Q4, however, it might.

Claus Vistesen (Chief Eurozone Economist)Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: Eurozone Documents

Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence