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.

transport equipment

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

19 July 2021 EZ Core Inflation will Go Haywire in Q3; Take it With a Pinch of Salt

Friday's detailed inflation data in the EZ conformed to expectations. Headline inflation dipped by 0.1pp, to 1.9%, matching the initial estimate, while core inflation fell to...

Claus Vistesen (Chief Eurozone Economist)19th Jul 2021 00:10Eurozone

16 July 2021 Supply Constraints & Reopening Boost Italian & Spanish inflation

Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...

Claus Vistesen (Chief Eurozone Economist)16th Jul 2021 00:10Eurozone

14 July 2021 On the Hunt for Supply Pressures, and Reopening in the EZ CPI Data

Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.

Claus Vistesen (Chief Eurozone Economist)14th Jul 2021 00:10Eurozone

7 July 2021 EZ Manufacturing is Being Held Back by Weakness in Autos

Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.

Claus Vistesen (Chief Eurozone Economist)7th Jul 2021 00:10Eurozone

30 June 2021 Eurozone Headline Inflation Fell only Marginally in June

Data yesterday revealed that inflation in Germany eased slightly at the end of Q2.

Claus Vistesen (Chief Eurozone Economist)30th Jun 2021 00:10Eurozone

16 June 2021 Ignore the April Plunge in the EZ Trade Surplus; a Rebound Beckons

Yesterday's euro area trade data from Eurostat were alarmingly poor.

Claus Vistesen (Chief Eurozone Economist)16th Jun 2021 00:10Eurozone

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

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

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

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

13 May 2021 Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any

Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any

Claus Vistesen (Chief Eurozone Economist)13th May 2021 00:10Eurozone

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