Capital Economics

The leading macroeconomic research consultancy

European Economics Focus

Occasional “think pieces” on themes of current interest.

Sample - Can the euro survive the sovereign debt crisis?

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Articles
The consequences of a euro-zone break-upWhat will a euro-zone break-up involve?Why and how will the euro-zone break up?What are Argentina's lessons for the euro-zone?Lessons from the Icelandic crisisHas the ECB really solved the crisis?How and when will the euro-zone break up?Can the euro survive the sovereign debt crisis?Is Italy close to buckling?How a banking crisis could sink the euro
Can strong growth save the euro?Greek default - causes and effectsIs the euro doomed to fail?Can Spain stay out of the crisis?Can Portugal avoid another lost decade?Can European policymakers rise to the challenge?Will the Emerald Isle ever regain its sparkle?What can euro-zone policymakers do?Can the euro-zone really break up?Would a break-up of the euro help or hinder recovery?
Can Spain take the pain?Could a weaker euro save the euro-zone?Why the euro-zone needs to break upIs Italy Europe’s ticking time-bomb?Greece: From crisis to tragedy – and then salvation?What to make of the ECB’s bond purchasesGreek default – The whys and whereforesWill the euro-zone survive?Can Germany save the euro-zone?How much will fiscal tightening hurt Europe?
Will the euro-zone recovery spread to the domestic economy?How long will Ireland’s hangover last?Who is most at risk from deflation?Can France maintain its lead?How much slack is there in the euro-zone?Spain: How long will the pain last?Will 'sticky' wages save the euro-zone from deflation?The euro-zone inventory overhang has yet to unwindLessons from the Nordic financial crises of the 1990sItaly: is something moving under the surface?
Will Europe inevitably lag behind?Just how serious is the threat of a euro-zone default?Will the ECB ever catch up?What happened to German competitiveness?The anatomy of the Great Depression of the 1930sWill quantitative easing work?Just how heavily will Europe suffer?Where will the downturn leave the public finances?How far will global house prices fall?The road to deflation?
How hard will the downturn hit the labour market?The euro-zone slowdown – inflation squeeze or credit crunch?French consumers – slowdown, not slumpItaly: is the prognosis terminal for Europe's sick man?Will the credit crunch prompt a Swiss recession?How vulnerable are Spanish banks to a property crash?Housing and the credit crunch in EuropeIreland: After the party…France to outshine Germany this yearHow hard will it rain in Spain?
How are German consumers feeling?How far will the ECB lag behind?How far can the euro-zone de-couple from the US?What has the euro done for the euro-zone?Core inflation dangers greater this time?Is stronger euro-zone productivity growth here to stay?Onward and upward for the euro-zone?Measured fiscal leniency will boost French growthImmigration eases Spain's growing painsCan euro-zone consumers take the baton?
Europe's demographic time bombFrench election unlikely to end economic malaiseWhen will ECB rates no longer be "low"?Can the euro-zone investment boom continue?German VAT hike won't derail the economyWhat will close the inflation gap?Is the euro-zone labour market about to hit the buffers?Is the Euro-zone recovery sustainable?How hard will higher interest rates hit Ireland?Is Spain heading for a hard landing?
The euro’s appreciation: who will suffer most?Euro’s strength won’t curb the ECBIs inflation back from the dead?World Cup 2006 - a timely kick for Germany?The German recovery - not just a one year wonder?Commodity prices: current highs are not sustainableItalian elections: Prodi probably the lesser of two evilsEuro-zone consumers finally ready to spend?How much should we worry about US protectionism?Global asset prices at risk from higher Japanese rates
Are US Bonds Over-valued?The rising dollar – what’s driving it and will it continue?Where will euro-zone rates peak?Is the ECB keeping government bond yield spreads low?Should Italy leave EMU?How strong will the German recovery be?Why is Italy doing so badly?Will the ECB cut rates?EU Constitution: How Will Markets React To The Referendums?What Happens if the UK Rejects the EU Constitution?
EU Stability and Growth Pact – An ObituaryThe implications of record German unemploymentEU Constitution – the economic consequences of rejectionEU Constitution: ratification likely to be a rough rideCan the euro-zone economy live with a stronger euro?Will the ECB intervene to restrain the euro?Germany underperforms France, but for how long?The impact of oil prices on euro-zone inflationUK beats France in the European income championships