Pantheon Macroeconomics

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Eurozone Key Issues

The Coronavirus Pandemic

Spain

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

2 Mar 2021 EZ Manufacturing is Purring, but what about the Supply Side

2 Mar 2021 EZ Manufacturing is Purring, but what about the Supply Side

Claus Vistesen (Chief Eurozone Economist)2nd Mar 2021 00:20Eurozone

25 Jan 2021 At this Rate, the Virus Won't Allow the EZ Economy to Reopen in Q2

The PMIs are still unable to capture the swings in GDP, due to the stop-start nature of economic activity during the fight against Covid, but the survey's overall message is...

Claus Vistesen (Chief Eurozone Economist)25th Jan 2021 00:10Eurozone

19 Nov 2020 Will Covid-19 Lockdowns Cancel Christmas in the Eurozone

We are sympathetic to the idea that the prospect of an effective vaccine in H1 2021 incentivises governments and local authorities to tighten the screw more in the near term to...

Claus Vistesen (Chief Eurozone Economist)19th Nov 2020 00:10Eurozone

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

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

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

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