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 Eurozone

11 June 2021 If the ECB's New Forecasts are Right, PEPP will be Axed in Q4

The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.

Claus Vistesen (Chief Eurozone Economist)11th Jun 2021 00:10Eurozone

10 June 2021 We Expect a Dovish ECB today, but Difficult Decisions Loom in H2

The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...

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

EZ Datanote: Detailed GDP, Eurozone, Q1 2021

In one line: Stung by falling consumers' spending; all set for a Q2 rebound, we hope. 

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 10:35Eurozone

8 June 2021 German Manufacturing was Soft in April; Spain was Much Better

Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.

Claus Vistesen (Chief Eurozone Economist)8th Jun 2021 00:20Eurozone

EZ Datanote: Sentix, Eurozone, June 2021

In one line: Solid headline, but expectations dipped.

Claus Vistesen (Chief Eurozone Economist)7th Jun 2021 13:21Eurozone

7 June 2021 Don't Despair over Poor EZ Retail Sales at the Start of Q2

For forecasters, including us, pinning their hopes on a reopening-rebound in EZ Q2 GDP, chiefly thanks to rising consumers' spending, Friday's data were a slap in the face. 

Claus Vistesen (Chief Eurozone Economist)7th Jun 2021 00:20Eurozone

EZ Datanote: Retail Sales, Eurozone, April 2021

In one line: Grim, but don't write off Q2 just yet.

Claus Vistesen (Chief Eurozone Economist)4th Jun 2021 15:48Eurozone

4 June 2021 The EZ Services Sector is Now Stretching its Legs

If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.

Claus Vistesen (Chief Eurozone Economist)4th Jun 2021 00:10Eurozone

EZ Datanote: Final PMIs, Eurozone, May 2021

In one line: More evidence of a broad-based recovery in services.  

Claus Vistesen (Chief Eurozone Economist)3rd Jun 2021 16:02Eurozone

3 June 2021 The Stage is Set for a Decent Rebound in Swiss GDP in Q2

In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.

Claus Vistesen (Chief Eurozone Economist)3rd Jun 2021 00:10Eurozone

2 June 2021 The Rise in EZ Headline Inflation is Over, for a Brief Moment

Inflation in the euro area increased further midway through the second quarter. 

Claus Vistesen (Chief Eurozone Economist)2nd Jun 2021 00:10Eurozone

EZ Datanote: Advance Inflation, Eurozone, May 2021

In one line: Boosted by higher energy inflation; but the core firmed too. 

Claus Vistesen (Chief Eurozone Economist)1st Jun 2021 14:38Eurozone

1 June 2021 EZ Consumers' Spending, Ex-Services, Softened at the Start of Q2

Friday's headline data in the French economy weren't pretty. First, the third and final Q1 GDP estimate was revised down by 0.5pp, to -0.1% quarter-on-quarter, indicating that the...

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

EZ Datanote: EC Sentiment, Eurozone, May 2021

In one line: More consensus-beating survey data in the EZ. 

Claus Vistesen (Chief Eurozone Economist)28th May 2021 16:19Eurozone

28 May 2021 Italian Economy is Roaring Back to Life, but We're Still Cautious

Italian Economy is Roaring Back to Life, but We're Still Cautious

Claus Vistesen (Chief Eurozone Economist)28th May 2021 00:10Eurozone

27 May 2021 The Recovery in France has Begun, but Q2 will be Pedestrian

Yesterday's INSEE surveys in France complemented the upbeat IFO in Germany earlier in the week

Claus Vistesen (Chief Eurozone Economist)26th May 2021 17:30Eurozone

25 May 2021 A More Dovish Tone from the ECB as Difficult Decisions on QE Loom

A More Dovish Tone from the ECB as Difficult Decisions on QE Loom

Claus Vistesen (Chief Eurozone Economist)25th May 2021 00:20Eurozone

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