Europe Data Response Swedish GDP (Q4) Q4’s Swedish GDP figures brought the strongest evidence yet that the problems in the euro-zone are taking their toll on Europe’s healthiest economies. We continue to think that the Riksbank will lower... 29th February 2012 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Emerging European outperformance fading 2011 was a relatively strong year for Emerging European commercial property markets. But falls in yields and increases in rents became smaller and less widespread in the final quarter of the year. As... 24th February 2012 · 1 min read
Nordic & Swiss Economics Update Swedish rate cut unlikely to be the last The Swedish Riksbank indicated that it expects its latest 25 basis point interest rate cut to be the last in the cycle. But we expect the adverse knock-on effects from an intensification of the euro... 16th February 2012 · 1 min read
Europe Economics Update Swedish rate cut unlikely to be the last The Swedish Riksbank indicated that it expects its latest 25 basis point interest rate cut to be the last in the cycle. But we expect the adverse knock-on effects from an intensification of the euro... 16th February 2012 · 1 min read
Europe Economic Outlook Crunch year for the euro-zone? While the news on the euro-zone economy has improved a bit in the last month or two, 2012 could still turn out to be crunch year for the currency union. Fiscal progress in the peripheral economies has... 6th February 2012 · 1 min read
Euro-zone departures to exacerbate the downturn The euro-zone stands on the brink of a deep recession which will encompass all member states. Emerging European economies have less scope to loosen policy in response to a drop in euro-zone output... 25th January 2012 · 1 min read
Europe Economics Update Swedish Riksbank cuts rates and more likely to come The Swedish Riksbank’s decision to reduce interest rates is a timely reminder that even the strongest performing European economies are not immune from the effects of the euro-zone debt crisis. We... 20th December 2011 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank cuts rates and more likely to come The Swedish Riksbank’s decision to reduce interest rates is a timely reminder that even the strongest performing European economies are not immune from the effects of the euro-zone debt crisis. We... 20th December 2011 · 1 min read
Europe Commercial Property Update Clouds form over the Swedish retail market Q3’s plunge in Swedish consumer spending suggests that the outlook for the retail property market has deteriorated. Nevertheless, the low retail vacancy rate in Stockholm, together with strong demand... 1st December 2011 · 1 min read
Non-Euro Europe Commercial Property Chart Pack European property market is running out of bright spots Led by Poland and Russia, commercial property markets in CEE have been a relatively bright spot for investment in Europe. Yet, even here, growth in quarterly investment volumes has begun to slow. And... 29th November 2011 · 1 min read
Europe Data Response Swedish GDP (Q3) Q3’s GDP figures revealed that, for now at least, the Swedish economy continues to expand rapidly. Nonetheless, we expect the deepening euro-zone debt crisis to hit Sweden before too long, prompting... 29th November 2011 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q3 11) Q3’s GDP figures revealed that, for now at least, the Swedish economy continues to expand rapidly. Nonetheless, we expect the deepening euro-zone debt crisis to hit Sweden before too long, prompting... 29th November 2011 · 1 min read
Europe Economic Outlook Deepening crisis to prompt widespread recession The euro-zone debt crisis is having a severely damaging impact on the European macro-economy. Not only are the troubled peripheral economies set to remain deep in recession, but growth prospects have... 3rd November 2011 · 1 min read
Europe Commercial Property Update Relative pricing levels of Nordic retail markets set to shift If we are right that prime retail yields in Stockholm will fall further than those in Oslo, Helsinki or Copenhagen, relative pricing levels across Nordic retail markets will move out of kilter with... 1st September 2011 · 1 min read
Europe Data Response Swedish GDP (Q2) Q2’s GDP figures confirm that Sweden continues to expand at breakneck speed. Although growth will ease in the second half of the year, Sweden will remain one of Europe’s top performers. 30th July 2011 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q2 11) Q2’s GDP figures confirm that Sweden continues to expand at breakneck speed. Although growth will ease in the second half of the year, Sweden will remain one of Europe’s top performers. 29th July 2011 · 1 min read
