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 Fed

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

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

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

21 Apr 2021 Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.

Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.

Claus Vistesen (Chief Eurozone Economist)21st Apr 2021 00:10Eurozone

23 Mar 2021 Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It

Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It

Claus Vistesen (Chief Eurozone Economist)23rd Mar 2021 00:20Eurozone

1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?

1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?

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

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

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

20 Nov 2020 The Recovery Fund Hangs in the Balance, December will be Tense

The prospect of a fierce political battle over the EU's Recovery Fund is now a reality.

Claus Vistesen (Chief Eurozone Economist)20th Nov 2020 00:10Eurozone

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

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

21 Sept 2020 Is the EZ Carry Trade in U.S. Rates Over?

Friday's sole economic report revealed that the Eurozone's current account surplus fell slightly at the start of Q3, despite robust trade numbers.

Claus Vistesen (Chief Eurozone Economist)21st Sep 2020 00:10Eurozone

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