Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … German ZEW (Dec.) & Euro-zone Labour Costs (Q3) …
15th December 2009
While the euro-zone is benefiting from the improvement in global trade conditions, the big issue is whether this will translate into any lasting pick-up in the domestic economy. There are reasons for hope, but the strong euro and premature withdrawal of …
14th December 2009
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Oct.) & Employment (Q3) …
This report is only available as a PDF. Click to download. … Will the troubles in Greece spread? …
By announcing an end to its corporate bond purchases, the Swiss National Bank has become the latest to start phasing out its unconventional policy support. But its downbeat forecasts for economic activity suggest that it will not raise official interest …
10th December 2009
This report is only available as a PDF. Click to download. … Italian GDP (Q3), Italian & French Industrial Prod’n (Oct.) …
This report is only available as a PDF. Click to download. … German & French Trade (Oct.) …
9th December 2009
Finland has been hit particularly hard by the global economic downturn, faring almost as badly as Ireland. Nonetheless, the foundations are in place for a reasonably strong recovery, suggesting that Finland could be one of the euro-zone’s strongest …
8th December 2009
The dramatic market reaction to the downgrade of Greece’s credit rating from A- to BBB+ by Fitch today partly reflected concerns that Greek banks may in the future be unable to use Government bonds as collateral to obtain funds from the ECB. Whether or …
This report is only available as a PDF. Click to download. … German Industrial Production (Oct.) …
This report is only available as a PDF. Click to download. … Low inflation to keep ECB rates on hold …
7th December 2009
There have recently been some encouraging signs that Irelands painful adjustment may be coming to an end. Nonetheless, considerable obstacles remain. We expect the economy to continue to contract in both 2010 and 2011. … How long will Ireland’s hangover …
3rd December 2009
The ECB confirmed today that it is phasing out its emergency lending to banks, and perhaps a bit more quickly than had been expected. But the Bank is still downbeat about the economic outlook and we think that any tightening of conventional monetary …
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q3) & Retail Sales (Oct.) …
Q3’s GDP release confirmed that the euro-zone economy finally exited recession last quarter. But the expansion was largely down to a slower pace of destocking than in Q2. Unfortunately, despite the recent increase in consumer confidence there was no sign …
2nd December 2009
Concerns about German banks have increased, with the Bundesbank estimating that further hefty losses are to come and the Government warning of a worsening credit crunch. But, for the time being at least, the situation does not look worse than that …
1st December 2009
This report is only available as a PDF. Click to download. … Euro-zone Unemployment (Oct.) & Manufacturing PMI (Nov.) …
This report is only available as a PDF. Click to download. … Swiss GDP (Q3) …
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI (Nov.) …
30th November 2009
This report is only available as a PDF. Click to download. … A cautionary note on Germany …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Nov.) …
27th November 2009
This report is only available as a PDF. Click to download. … Swedish GDP (Q3) …
This report is only available as a PDF. Click to download. … German Consumer Prices (1st Est. Nov.) …
26th November 2009
The ECB will probably confirm at the forthcoming press conference that December’s provision of 12- month bank loans will be the last. Together with possible hints about phasing out 6-month lending next year, this might add to fears that the Bank will …
October’s euro-zone money supply figures provided few signs that the ECB’s unlimited provisions of liquidity are prompting any pick-up in broad money and bank lending. … Euro-zone Monetary Indicators Monitor …
On the face of it, the latest news from the Italian household sector has been pretty disappointing and suggests that consumer spending may have fallen fairly sharply in Q3. Nonetheless, we think that the conditions are in place for a rise in household …
25th November 2009
This report is only available as a PDF. Click to download. … Norwegian GDP (Q3) …
24th November 2009
This report is only available as a PDF. Click to download. … German Ifo Survey (Nov.) & GDP (Q3) …
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Nov.) …
23rd November 2009
This report is only available as a PDF. Click to download. … Falling profit margins pose a threat to the recovery …
The recent news on the Greek public finances has been terrible and suggests that the Government faces a huge task to get its fiscal house in order. Eventually, we expect pressure from the European Commission and the markets to prompt a considerable fiscal …
20th November 2009
This report is only available as a PDF. Click to download. … Spanish GDP (Q3) …
18th November 2009
The recent surge in Swedish and Norwegian property prices has fuelled concerns that both economies’ central banks may be forced to ratchet up interest rates in order to prevent housing market bubbles from developing. But we doubt that house prices will …
17th November 2009
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Sep.) …
This report is only available as a PDF. Click to download. … Euro-zone CPI (Oct. Final) …
16th November 2009
This report is only available as a PDF. Click to download. … Steady but unspectacular …
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q3) …
13th November 2009
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Sep.) & Spanish GDP (Q3) …
12th November 2009
This report is only available as a PDF. Click to download. … German ZEW (Nov.)/ French & Italian Industrial Prod’n (Sep.) …
10th November 2009
This report is only available as a PDF. Click to download. … German Industrial Production & Trade (Sep.) …
9th November 2009
This report is only available as a PDF. Click to download. … EC forecasts underline fiscal pressures …
The latest comments from the ECB suggest that it is edging slowly towards the policy stimulus exit. But the outstanding stock of central bank loans to ommercial banks will remain very high for some time and the threat of deflation should keep official …
5th November 2009
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales & Spanish Industrial Prod’n (Sep.) …
The past month has brought further signs that the euro-zone is recovering, albeit quite gradually. For a start, July and August’s increases in industrial production suggest that output in the sector should expand by about 2% in Q3. Coming after a 1% fall …
4th November 2009
This report is only available as a PDF. Click to download. … Euro-zone Producer Prices (Sep.) & Final PMIs (Oct.) …
This report is only available as a PDF. Click to download. … Foundations in place for a consumer upturn …
2nd November 2009
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI (Oct.) & Unemployment (Sep.) …
30th October 2009
