Pantheon Macroeconomics

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Eurozone Publications

Below is a full list of our Eurozone Publications.

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tax cuts

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)6th Dec 2020 19:10Eurozone

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)29th Nov 2020 19:10Eurozone

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)12th Nov 2020 19:10Eurozone

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)3rd Nov 2020 19:10Eurozone

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)13th Oct 2020 20:10Eurozone

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)30th Sep 2020 20:10Eurozone

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)17th Sep 2020 20:10Eurozone

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)15th Sep 2020 20:10Eurozone

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)13th Sep 2020 20:10Eurozone

7 Sept 2020 German Manufacturing is Back in Pole Position in the EZ Economy

Data on Friday showed that manufacturing in Germany improved further at the start of Q3. Factory orders increased by 2.8% month-to-month in July, lifting the year-over-year rate...

Claus Vistesen (Chief Eurozone Economist)6th Sep 2020 20:10Eurozone

7 Aug 2020 What to Make of the June Jump in German Factory Orders

Demand in German manufacturing rebounded powerfully at the end of the second quarter, accelerating from an initially modest rebound when lockdowns were lifted.

Claus Vistesen (Chief Eurozone Economist)6th Aug 2020 20:10Eurozone

15 July 2020 EZ Manufacturing Workers Face a Difficult Time in the Next Year

Yesterday's EZ manufacturing data were slightly underwhelming, at least compared to expectations.

Claus Vistesen (Chief Eurozone Economist)14th Jul 2020 20:10Eurozone

3 June 2020 Public Finances in France will Crumble under Covid-19

French finance minister Bruno Le Maire had bad news for his compatriots yesterday.

Claus Vistesen (Chief Eurozone Economist)2nd Jun 2020 20:10Eurozone

14 May 2020 Brace for a hit to EZ Manufacturing Employment and Investment

Yesterday's data provided further evidence of the damage wrought on the EZ at the end of Q1.

Claus Vistesen (Chief Eurozone Economist)13th May 2020 20:10Eurozone

21 Apr 2020 The Collapse in EZ Tourism Signals Higher Spanish Bonds Yields

Yesterday's economic reports provided further evidence on the state of the world before Covid-19.

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

3 Apr 2020 So, When Will EZ Economies Return to Normal Operation

Market-based measures of uncertainty and volatility remain elevated, but if we look beyond the headlines, two overall assumptions still inform forecasters' analysis of the...

Claus Vistesen (Chief Eurozone Economist)2nd Apr 2020 20:10Eurozone

31 Mar 2020 The ECB Faces a Key Question, Yield Curve Control or Not

As we showed in yesterday's Monitor--see here--EZ governments and the ECB have thrown caution to the wind in their efforts to limit the pain from the Covid-19 crisis.

Claus Vistesen (Chief Eurozone Economist)30th Mar 2020 20:10Eurozone

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