Pantheon Macroeconomics

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Key Issues

ECB

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

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

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

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

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

11 May 2021 Conditions have Never Been Better for Equities, but Risks Loom in H2

Conditions have Never Been Better for Equities, but Risks Loom in H2

Claus Vistesen (Chief Eurozone Economist)11th May 2021 00:20Eurozone

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

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

Claus Vistesen (Chief Eurozone Economist)21st 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

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