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.

recessions

16 Sept 2021 EZ Wages are Back to Pre-Virus Levels, and More Gains to Come

  • Growth in EZ hourly labour costs plunged in Q2, but other, more timely, data point to robust wage gains.
  • Ms. Lagarde's comments last week suggest that we should watch negotiated wages closely in H2.
  • We see few signs of accelerating wage growth in 2021 collective bargaining agreements, yet.

Claus Vistesen (Chief Eurozone Economist)Eurozone

21 July 2021 Sticking our Neck out With a Call on EZ Net Trade in 2021 and 2022

This is not, on the face of it, the best time to take a step back and look at the prospects for net exports in the Eurozone in a post-Covid world.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

The disconnect between the macro data and market prices in the Eurozone is wide as ever.

Claus Vistesen (Chief Eurozone Economist)Eurozone

30 Mar 2021 The Real Upturn in EZ Headline Inflation is About to Begin

Today's advance German CPI data for March will be the first mark-to-market test for our view that EZ inflation will surprise to the upside over the next few months.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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