Pantheon Macroeconomics

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Banca Central de la Repúublica Argentina

14 June 2021 We're Betting on a Further Fall in EZ Unemployment in H2

In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...

Claus Vistesen (Chief Eurozone Economist)14th Jun 2021 00:20Eurozone

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

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

9 June 2021 Consumers will have to Step up to Deliver a Solid Q2 in the Eurozone

Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.

Claus Vistesen (Chief Eurozone Economist)9th 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

2 June 2021 The Rise in EZ Headline Inflation is Over, for a Brief Moment

Inflation in the euro area increased further midway through the second quarter. 

Claus Vistesen (Chief Eurozone Economist)2nd Jun 2021 00:10Eurozone

25 May 2021 A More Dovish Tone from the ECB as Difficult Decisions on QE Loom

A More Dovish Tone from the ECB as Difficult Decisions on QE Loom

Claus Vistesen (Chief Eurozone Economist)25th May 2021 00:20Eurozone

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

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

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

Claus Vistesen (Chief Eurozone Economist)12th Mar 2021 00:10Eurozone

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)5th Mar 2021 08:14Eurozone

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

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