Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … Inventory unwind to take its toll on the industrial sector …
16th March 2009
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Jan.) & Labour Costs (Q4) …
13th March 2009
The SNB’s decision to cut interest rates to 0.25%, provide more liquidity to the banking sector, intervene in currency markets and purchase bonds from the private sector, pushes it towards the top of the table of central banks acting aggressively to stem …
12th March 2009
This report is only available as a PDF. Click to download. … German Ind. Production (Jan.) & Italian GDP (Q4) …
This report is only available as a PDF. Click to download. … France Industrial Production & Trade (Jan.) …
10th March 2009
This report is only available as a PDF. Click to download. … ECB trying to keep up …
9th March 2009
Following the expected 50bp interest rate cut to 1.5%, the ECB made some broadly encouraging comments about further policy support to come. No plan is in place for quantitative easing, but the Bank has not ruled anything out and will at least continue to …
5th March 2009
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q4) …
The particularly sharp collapse in German exports appears to reflect a combination of unfavourable transient factors, rather than a fundamental and permanent loss of competitiveness. This won’t prevent the economy from contracting very sharply this year. …
The euro-zone business and consumer surveys have recently begun to weaken at a less rapid pace, suggesting that the downturn may be beginning to bottoming out. Nonetheless, it is still too early to conclude that the worst of the recession is over. Both …
3rd March 2009
This report is only available as a PDF. Click to download. … Swiss GDP (Q4) …
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI & Final Manufacturing PMI (Feb.) …
2nd March 2009
This report is only available as a PDF. Click to download. … Signs of recovery are tentative at best …
This report is only available as a PDF. Click to download. … Euro-zone Unemployment & Final CPI (Jan.) …
27th February 2009
This report is only available as a PDF. Click to download. … Swedish GDP (Q4) …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Feb.) …
26th February 2009
The latest euro-zone money data provide further worrying signs that the credit crunch is tightening its grip on the wider economy. Looking ahead, falling bank capital looks set to prompt a sustained contraction in loans to households and firms, suggesting …
With the euro-zone recession deepening, the ECB is almost certain to deliver the 50bp interest rate cut that President Trichet signalled last month. What’s more, we expect hints of further cuts to come as concerns over rates reaching levels that are ‘too …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Feb.) & M3 (Jan.) …
This report is only available as a PDF. Click to download. … German GDP (Q4) …
25th February 2009
The latest news on the Spanish public finances shows that the hard economic landing is certainly taking its toll on the Government’s coffers. What’s more, it looks increasingly likely that a structural black hole could be emerging in its finances, …
24th February 2009
This report is only available as a PDF. Click to download. … Eastern winds to chill the euro …
23rd February 2009
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Feb.) …
20th February 2009
This report is only available as a PDF. Click to download. … Norwegian GDP (Q4) …
19th February 2009
Concerns over Western banks’ exposure to Emerging Europe look likely to intensify as the news from the region continues to deteriorate. Both the euro and the Swedish krona could suffer further as a result. … Emerging Europe concerns likely to …
18th February 2009
The European Commission is expected to launch official procedures against France, Spain, Greece and Ireland tomorrow for their breach of the Stability and Growth Pact (SGP). Each country will surely be granted quite some time to get its finances back into …
17th February 2009
This report is only available as a PDF. Click to download. … German ZEW Survey (Feb.) & Euro-zone Trade Balance (Dec.) …
GDP data for Q4 showed the German economy contracting more sharply than that of any other euro-zone country. But while Germany is clearly suffering a deep recession, there are still good reasons to think that the Southern European economies will end up …
16th February 2009
This report is only available as a PDF. Click to download. … Euro-zone GDP to contract by 3% this year …
13th February 2009
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Dec.) …
12th February 2009
This report is only available as a PDF. Click to download. … Spanish GDP (Q4) …
The recent run of dreadful news from Sweden has forced the Riksbank to rip up its previous interest rate forecasts and cut interest rates from 2.0% to 1.0%. We now expect the economic recession to prompt interest rates to fall to zero or thereabouts by …
11th February 2009
The record loss reported by UBS yesterday provides further support for our long-held view that the Swiss economy will suffer heavily from its reliance on the financial services sector. This suggests that the franc is unlikely to renew its recent …
This report is only available as a PDF. Click to download. … France & Italy Industrial Production (Dec.) …
10th February 2009
The recent falls in borrowing rates for euro-zone households and firms suggest that last year’s interest rate reductions by the ECB are already filtering through to the wider economy. While this is clearly an encouraging sign, we continue to think the …
9th February 2009
This report is only available as a PDF. Click to download. … ECB faces up to reality …
This report is only available as a PDF. Click to download. … German Ind. Production (Dec.) …
6th February 2009
Although the ECB left interest rates on hold at 2% as expected this month, it hinted clearly that rates would fall by a further 50bp next month. What’s more, President Trichet’s dovish tone supported our long-held view that rates will eventually fall more …
5th February 2009
The recession in the euro-zone industrial sector has become even more severe. Production dropped by a further 1.6% m/m in November, leaving the annual growth rate at a record low of -7.7%. What’s more, the industrial surveys suggest that there is much …
4th February 2009
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Dec.) & Final Composite PMI (Jan.) …
This report is only available as a PDF. Click to download. … Euro support set to fade …
2nd February 2009
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI (Jan.) & Unemployment (Dec.) …
30th January 2009
President Trichet’s continued insistence that the next “important” monetary policy meeting will not be until March has more or less ruled out an interest rate cut this month. We still think that weak activity and the prospect of a sustained period of …
29th January 2009
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Jan.) & M3 (Dec.) …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Jan.) …
28th January 2009
This report is only available as a PDF. Click to download. … German Ifo Survey (Jan.) …
27th January 2009
