Pantheon Macroeconomics

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Eurozone Key Issues

The Coronavirus Pandemic

Mortgage Lending and Sales

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

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

3 Mar 2021 The Calm Before the Storm in Eurozone Headline Inflation

3 Mar 2021 The Calm Before the Storm in Eurozone Headline Inflation

Claus Vistesen (Chief Eurozone Economist)3rd Mar 2021 00:10Eurozone

23 February 2021 A Solid IFO in February Won't Prevent a Q1 Drop in German GDP

23 February 2021 A Solid IFO in February Won't Prevent a Q1 Drop in German GDP

Claus Vistesen (Chief Eurozone Economist)22nd Feb 2021 13:22Eurozone

18 Feb 2021 The January Crash in EZ Car Sales is a One-off, but H1 will be Slow

The January Crash in EZ Car Sales is a One-off, but H1 will be Slow

Claus Vistesen (Chief Eurozone Economist)18th Feb 2021 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

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

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