Pantheon Macroeconomics

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

Eurozone Key Issues

The Coronavirus Pandemic

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

2 Nov 2020 Consensus-Beating Q3 GDP Data are a False Dawn for the EZ

Friday's data deluge delivered uplifting, if backward- looking, news in the EZ economy. Eurostat's advance report showed that GDP jumped by 12.7% quarter-on- quarter in...

Claus Vistesen (Chief Eurozone Economist)2nd 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

12 Oct 2020 The French Aerospace Sector has been Knocked Out by Covid-19

Friday's sole economic report added to the evidence that the rebound in EZ manufacturing petered out midway through Q3, even if we still think the German numbers--see...

Claus Vistesen (Chief Eurozone Economist)11th Oct 2020 00:10Eurozone

9 Oct 2020 An Update on EU Fiscal Stimulus, the Recovery Fund Faces Delay

On the surface, the EU's joint stimulus efforts are progressing nicely.

Claus Vistesen (Chief Eurozone Economist)9th Oct 2020 00:10Eurozone

24 Sept 2020 The EZ Recovery is Now Seriously Threatened by the Virus' Return

Yesterday's advance EZ PMI data for September conformed to our expectations.

Claus Vistesen (Chief Eurozone Economist)24th Sep 2020 00:10Eurozone

22 Sept 2020 Is the ECB Considering Putting the PEPP out to Pasture

A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic...

Claus Vistesen (Chief Eurozone Economist)22nd Sep 2020 00:10Eurozone

15 Sept 2020 Has the EZ Reached a Ceiling for its Post-Covid-19 Rebound

The return of the virus in the Eurozone isn't what the economy needed, but we continue to think it differs from the first shock, for three key reasons.

Claus Vistesen (Chief Eurozone Economist)15th Sep 2020 00:10Eurozone

11 Sept 2020 The ECB Just Raised the Bar for a Boost to PEPP, Significantly

On a headline level, the ECB conformed to consensus expectations yesterday by leaving its policy stance unchanged.

Claus Vistesen (Chief Eurozone Economist)11th Sep 2020 00:10Eurozone

Latest Video
  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 Key Issues