Pantheon Macroeconomics

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Equities

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

13 Apr 2021 The Virus will Soon be History, but are Markets Pricing in Too Much?

The Virus will Soon be History, but are Markets Pricing in Too Much?

Claus Vistesen (Chief Eurozone Economist)13th Apr 2021 00:20Eurozone

15 Mar 2021 Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant

Freya Beamish (Chief Asia Economist)15th Mar 2021 00:10China+

7 Jan 2021 Will the Post-Brexit Deal Recovery in U.K. Equity Prices Gather Steam?

The last-minute trade deal signed with the E.U. has put a spring in the s tep of U.K. equities.

Samuel Tombs (UK Economist)6th Jan 2021 18:00U.K.

12 Nov 2020 Virus Cases are Now Falling, but Q4 GDP Won't be Pretty

In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...

Claus Vistesen (Chief Eurozone Economist)12th Nov 2020 00:10Eurozone

10 Nov 2020 Is this the Beginning of the End of the Covid-19 Nightmare?

Yesterday's news that Pfizer's Covid-19 vaccine has a 90% effectiveness against the virus is unequivocally good news for the EZ economy, even if its positive impact...

Claus Vistesen (Chief Eurozone Economist)9th Nov 2020 22:10Eurozone

5 Nov 2020 Eurozone GDP will Decline in Q4, but by How Much

Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...

Claus Vistesen (Chief Eurozone Economist)5th Nov 2020 00:10Eurozone

27 Oct 2020 Controlling the Virus will Cost EZ Q4 GDP Growth Dearly

On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.

Claus Vistesen (Chief Eurozone Economist)27th Oct 2020 00:10Eurozone

26 Oct 2020 EZ Q4 GDP Growth Forecasts Fall, the Only Question is, How Much?

The headline EZ data added to the evidence of a weakening recovery while we were away.

Claus Vistesen (Chief Eurozone Economist)26th Oct 2020 00:10Eurozone

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