Europe Economics Update Housing & energy still constraints on Norwegian growth Although we have nudged up our forecasts in light of recent data, Norway’s economy is still set to expand by less than the Norges Bank expects. This may prompt it to delay raising rates until 2016. 5th June 2014 · 1 min read
Non-Euro Europe Commercial Property Outlook Central Europe likely to outperform Over the next few years, a gradual recovery in economic activity should support rising occupier demand and rental values in most non-euro-zone European commercial property markets. But with high... 22nd May 2014 · 1 min read
Europe Data Response Norwegian GDP (Q1) Norway’s mainland economy continued to hum along at a decent pace in Q1, but the underlying drivers of growth are weakening. 20th May 2014 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q1 14) Norway’s mainland economy continued to hum along at a decent pace in Q1, but the underlying drivers of growth are weakening. 20th May 2014 · 1 min read
Europe Economics Weekly German engine can’t power euro-zone recovery While the German economy expanded by an impressive 0.8% in Q1, this failed to spur growth elsewhere in the euro-zone and the region's GDP rose by just 0.2%. Possible explanations for this are the fact... 19th May 2014 · 1 min read
Europe Economics Update Growth slowdown to delay rate hikes in Norway until 2016 The Norges Bank left its monetary policy stance unchanged today and we continue to think that a slowdown in the economy will prevent the Bank hiking until 2016. 8th May 2014 · 1 min read
Nordic & Swiss Economics Update Growth slowdown to delay rate hikes in Norway until 2016 The Norges Bank left its monetary policy stance unchanged today and we continue to think that a slowdown in the economy will prevent the Bank hiking until 2016. 8th May 2014 · 1 min read
Europe Economics Weekly Negative rates are no silver bullet on their own A negative interest rate on banks' excess reserves at the ECB might have some effect on banks' behaviour and at least prove that the ECB is prepared to follow its dovish words with action. But it must... 21st April 2014 · 1 min read
Europe Economic Outlook Deflation dangers persist The recovery in the European economy appears to have picked up a bit of speed in the early months of 2014. The euro-zone now looks set to expand by 1% or more this year, a significant improvement on... 10th April 2014 · 1 min read
Nordic & Swiss Economics Update Norwegian interest rates may be on hold until 2016 Although the Norges Bank left its monetary policy stance unchanged today, the Bank may yet need to push back its first projected interest rate hike from mid-2015 to 2016. 27th March 2014 · 1 min read
Europe Commercial Property Update What effect will the weaker krone have on Oslo industrial rents? The Norwegian krone is not a key driver of industrial rental values in Oslo. That said, at the margin, the currency’s fall is another reason to expect the recovery in industrial rental values over the... 19th March 2014 · 1 min read
Europe Economics Update Disparity in Nordic inflation rates to be sustained for now February’s consumer prices figures for the Nordic countries revealed a continued disparity between subdued inflation rates in Sweden and Denmark on the one hand and much stronger price pressures in... 11th March 2014 · 1 min read
Nordic & Swiss Economics Update Disparity in Nordic inflation rates to be sustained for now February’s consumer prices figures for the Nordic countries revealed a continued disparity between subdued inflation rates in Sweden and Denmark on the one hand and much stronger price pressures in... 11th March 2014 · 1 min read
Europe Economics Weekly Stars still aligned for more ECB support Despite last week's stronger than expected euro-zone inflation figures, the combination of still very weak price pressures, the strong euro and recent falls in liquidity in the banking sector still... 3rd March 2014 · 1 min read
Europe Economics Update Slide in Norwegian krone may not be over yet Although the Norwegian krone will fare better in 2014 than it did last year, the currency may well depreciate a little further. 10th February 2014 · 1 min read
Nordic & Swiss Economics Update Slide in Norwegian krone may not be over yet Although the Norwegian krone will fare better in 2014 than it did last year, the currency may well depreciate a little further. 10th February 2014 · 1 min read
