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.

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21 May 2021 The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger

Claus Vistesen (Chief Eurozone Economist)21st May 2021 00:20Eurozone

11 May 2021 Conditions have Never Been Better for Equities, but Risks Loom in H2

Conditions have Never Been Better for Equities, but Risks Loom in H2

Claus Vistesen (Chief Eurozone Economist)11th May 2021 00:20Eurozone

13 Apr 2021 The Virus will Soon be History, but are Markets Pricing in Too Much?

The Virus will Soon be History, but are Markets Pricing in Too Much?

Claus Vistesen (Chief Eurozone Economist)13th Apr 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

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)21st Dec 2020 00:10Eurozone

4 Dec 2020 More Miserable Survey Data in EZ Services, Q4 GDP won't be Pretty

Yesterday's final euro area PMIs for November all but confirmed that the the economy fell flat on its face midway through Q4.

Claus Vistesen (Chief Eurozone Economist)4th Dec 2020 00:10Eurozone

12 Nov 2020 Virus Cases are Now Falling, but Q4 GDP Won't be Pretty

In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...

Claus Vistesen (Chief Eurozone Economist)12th 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

5 Nov 2020 Eurozone GDP will Decline in Q4, but by How Much

Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...

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

3 Nov 2020 Europe's People and Politicians Want a Biden Win, will they Get it?

Polls can be wrong, but we have to assume that Joe Biden will beat Donald Trump in today's election to become America's 46th president. If we are right, the people of...

Claus Vistesen (Chief Eurozone Economist)3rd Nov 2020 00:10Eurozone

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

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

23 Sept 2020 We're Looking for a Downside Surprise in Today's PMI Data

Judging by the trend in investor sentiment, today's PMI data will look great.

Claus Vistesen (Chief Eurozone Economist)23rd Sep 2020 00:10Eurozone

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