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.

summer

29 Apr 2021 EZ Consumer Confidence was Still Virus-Stricken at the start of Q2

EZ Consumer Confidence was Still Virus-Stricken at the start of Q2

Claus Vistesen (Chief Eurozone Economist)29th Apr 2021 00:10Eurozone

4 Mar 2021 The Downturn in the EZ Ended in February, but No Rebound in Sight

Yesterday's final February PMIs confirmed that virus restrictions are still holding back services, overwhelming the solid upturn in manufacturing, but the numbers were better...

Claus Vistesen (Chief Eurozone Economist)4th Mar 2021 00:12Eurozone

24 Feb 2021 How to Separate the Signal from the Noise in the EZ Inflation Data

24 Feb 2021 How to Separate the Signal from the Noise in the EZ Inflation Data

Claus Vistesen (Chief Eurozone Economist)24th Feb 2021 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

14 Dec 2020 The Recovery Fund seems in the Bag, but what about Brexit?

Last week saw a breakthrough in one of the political gordian knots that the EU is trying to untie before Christmas. On Thursday evening, European Council president, Charles...

Claus Vistesen (Chief Eurozone Economist)14th Dec 2020 00:10Eurozone

30 Nov 2020 Solid Headline Spending Data in France, but Soft Details

he French consumer came out swinging at the start of Q4, at least on the headline level. Consumption, ex- services, jumped by 3.7% month-to-month in October, lifting the...

Claus Vistesen (Chief Eurozone Economist)30th Nov 2020 00:10Eurozone

19 Nov 2020 Will Covid-19 Lockdowns Cancel Christmas in the Eurozone

We are sympathetic to the idea that the prospect of an effective vaccine in H1 2021 incentivises governments and local authorities to tighten the screw more in the near term to...

Claus Vistesen (Chief Eurozone Economist)19th Nov 2020 00:10Eurozone

9 Nov 2020 German Manufacturing has Plenty of Room for Improvement in Q4

The official industrial production data in Germany are still underperforming, relative to leading indicators. Friday's report showed that output edged higher by 1.6%...

Claus Vistesen (Chief Eurozone Economist)9th Nov 2020 00:10Eurozone

6 Nov 2020 German Manufacturing Should Remain a Bright Spot in Q4

Manufacturing in Germany maintained momentum at the end of Q3.

Claus Vistesen (Chief Eurozone Economist)6th Nov 2020 00:10Eurozone

2 Nov 2020 Consensus-Beating Q3 GDP Data are a False Dawn for the EZ

Friday's data deluge delivered uplifting, if backward- looking, news in the EZ economy. Eurostat's advance report showed that GDP jumped by 12.7% quarter-on- quarter in...

Claus Vistesen (Chief Eurozone Economist)2nd 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

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