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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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20 July 2021 Europe's New Green Deal is Trail- Blazing, but it's Going to Cost

Talking about a green energy transition in Europe is easy, but more often than not, actions fall short of promises, for political reasons.

Claus Vistesen (Chief Eurozone Economist)20th Jul 2021 00:10Eurozone

22 June 2021 No Clear Signal from the Polls in Germany to bet on Bund Volatility

With Mr. Biden recently installed in the Oval office, and the Conservative government in the U.K. not battling for re-election until 2024, the main sources of political risk...

Claus Vistesen (Chief Eurozone Economist)22nd Jun 2021 00:20Eurozone

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

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

20 Apr 2021 EZ Construction Flat-lined in Q4 and Q1, but Q2 Should b e Better

EZ Construction Flat-lined in Q4 and Q1, but Q2 Should b e Better

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

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

7 Dec 2020 German Manufacturing Seems to be Picking up the Pace in Q4

Friday's new orders and turnover data in German manufacturing send a clear and uplifting message.

Claus Vistesen (Chief Eurozone Economist)7th 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

13 Nov 2020 The 2021 Outlook Has Improved, but the Uncertainty is Enormous

Today's second Q3 GDP estimate in the Eurozone has been rendered even more meaningless after this week's news that an effective vaccine could now be a reality as early as...

Claus Vistesen (Chief Eurozone Economist)13th Nov 2020 00:10Eurozone

4 Nov 2020 The Budget Deficit in France will Widen to 7% of GDP in 2020

The shift in France's public finances to lean against the economic damage from the virus has been significant.

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

14 Oct 2020 The VAT Cut isn't the Only Drag on German Core Inflation

In a world where the ECB is inclined to ease first and ask questions later, yesterday's detailed German inflation data gave further indication that more stimulus is on the...

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

1 Oct 2020 This Week's EZ Core CPI will Surprise to the Downside

Yesterday's inflation data in France and Italy were just about as soft as we had expected, but not for the reasons we were looking for.

Claus Vistesen (Chief Eurozone Economist)1st Oct 2020 00:10Eurozone

18 Sept 2020 The ECB Will Struggle to Hold its Optimistic Line on Inflation

Yesterday's detailed EZ inflation data for August kick ed-off a period in which the numbers will be scrutinised more closely than usual.

Claus Vistesen (Chief Eurozone Economist)18th Sep 2020 00:10Eurozone

16 Sept 2020 ZEW and Sentix Point to a Leap in the EZ PMIs, We don't Buy it

Market-based sentiment indicators in the Eurozone are becoming increasingly detached from the reality of the threat of resurgent Covid-19 and the danger this poses to the strength...

Claus Vistesen (Chief Eurozone Economist)16th Sep 2020 00:10Eurozone

14 Sept 2020 German Core Inflation is 0.5pp Lower After the July VAT Cut

Friday's sole economic report provided further clarity on the impact on Germany's inflation data from the Value-Added-Tax cut in July.

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

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