Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

yield curve

17 Sept 2021 Winter is Coming in Europe; Hopefully it Won't be Too Cold

  • A cold winter will turn rising gas prices into a macroeconomic issue; Q4 risks are tilted to the downside.
  • Car sales in the Eurozone aren't going anywhere, mirroring the slump in production.
  • The EV transition is underway in Europe, but lack of timely infrastructure investment is a challenge.

Claus Vistesen (Chief Eurozone Economist)Eurozone

31 Aug 2021 EZ Core Inflation Leapt in August, due Mainly to Technical Factors

  • Core inflation in the euro area rocketed in August, but we doubt that markets will notice.
  • PEPP tapering is coming, but the overall tenor of the ECB's communication remains as dovish as ever.
  • The EZ survey data are now softening, but that won't matter for GDP in Q3; for Q4, however, it might.

Claus Vistesen (Chief Eurozone Economist)Eurozone

29 June 2021 Who's Afraid of the Taper? Not Many it Seems, for Now

From an immunological perspective, variant risk is assessed on a spectrum—no variant is either completely resistant or susceptible to the vaccines—but for markets it is binary.

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 May 2021 Either the ECB has Toughened Up, or it is Behind the C urve

The ECB has been struggling to send a clear message to markets in the past few months.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

In principle, the fiscal response to the pandemic in the Eurozone and in the U.S. has been similar.

Claus Vistesen (Chief Eurozone Economist)Eurozone

12 Mar 2021 The ECB is here to Close Spreads, and Likely Flatten the Curve too

We had feared a tricky ECB meeting for Ms. Lagarde and markets, but contrary to the mixed signals over the last few weeks, the central bank opted for clarity.

Claus Vistesen (Chief Eurozone Economist)Eurozone

5 Mar 2021 An Increase in PEPP Purchases is Coming, But Don't Expect a Surge

We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.

Claus Vistesen (Chief Eurozone Economist)Eurozone

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

Last week's speeches from key ECB officials provide clear evidence that the governing council is now slightly concerned about the increase in bond yields. 

Claus Vistesen (Chief Eurozone Economist)Eurozone

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: Eurozone Documents

Eurozone Document Vault,