Europe Data Response Danish GDP (Q2) The Danish economy unexpectedly contracted in Q2 as a result of a sharp fall inexports, suggesting that Denmark is feeling the effects of the slowdown in itsbiggest trading partner, the euro-zone. 29th August 2014 · 1 min read
Non-Euro Europe Commercial Property Chart Pack CEE investment grows strongly in Q2 Economic indicators in the non-euro-zone Western European economies were generally positive in Q2, but there are signs that growth slowed across the board in Emerging Europe. That wasn’t enough to put... 6th August 2014 · 1 min read
Europe Economic Outlook As good as it gets? While the European economic recovery probably picked up a bit of speed in the second quarter of the year, there are growing signs that Q2 was as good as it is likely to get. Activity indicators in the... 8th July 2014 · 1 min read
Europe Data Response Danish GDP (Q1) The Danish economy started 2014 strongly. But continued household deleveraging means that growth this year is likely to be more sluggish than the consensus expects. 28th May 2014 · 1 min read
Nordic & Swiss Data Response Danish GDP (Q1 14) The Danish economy started 2014 strongly. But continued household deleveraging means that growth this year is likely to be more sluggish than the consensus expects. 28th May 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 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 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 Commercial Property Update When will Copenhagen industrial yields start to move down? Denmark’s lack of external competitiveness and production lost through outsourcing help explain why industrial property yields in Copenhagen remain at a post-crisis high. Yet the outlook for rents now... 15th 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
Europe Economics Update Danish central bank unlikely to tolerate further krone falls The fall in the Danish krone to its weakest level against the euro since early 2006 has increased speculation that Denmark’s central bank will have to respond to maintain the krone’s peg. We agree... 24th March 2014 · 1 min read
Nordic & Swiss Economics Update Danish central bank unlikely to tolerate further krone falls The fall in the Danish krone to its weakest level against the euro since early 2006 has increased speculation that Denmark’s central bank will have to respond to maintain the krone’s peg. We agree... 24th 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
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 Data Response Swedish & Danish GDP (Q4) The surge in Swedish GDP in Q4 confirms that the economy remains one of the region’s strongest performers. But while it has prompted us to revise up our GDP forecast we still think that growth will be... 28th February 2014 · 1 min read
Nordic & Swiss Data Response Swedish & Danish GDP (Q4 13) The surge in Swedish GDP in Q4 confirms that the economy remains one of the region’s strongest performers. But while it has prompted us to revise up our GDP forecast we still think that growth will be... 28th February 2014 · 1 min read
