Europe Economics Update Danish mortgage market set to weather regulatory storm Denmark’s mortgage-bond market, the third largest covered bond market in the world, looks set to avoid a painful regulatory overhaul that might have weighed on the country’s recovery. 26th February 2014 · 1 min read
Nordic & Swiss Economics Update Danish mortgage market set to weather regulatory storm Denmark’s mortgage-bond market, the third largest covered bond market in the world, looks set to avoid a painful regulatory overhaul that might have weighed on the country’s recovery. 26th February 2014 · 1 min read
Europe Commercial Property Update How good is the outlook for Copenhagen property? Evidence of a budding economic recovery and a comparatively high level of property yields have boosted investor interest in Copenhagen. There are reasons not to get carried away. But the upside risks... 30th January 2014 · 1 min read
Europe Economic Outlook Deflation dangers cast shadow over recovery The European economy looks set for another year of weak growth in 2014, with the euro-zone likely to do little more than stagnate. Against that background, the European Central Bank (ECB) is likely to... 15th January 2014 · 1 min read
Europe Economics Weekly The pitfalls in the euro-zone’s road to recovery Although our forecast for euro-zone GDP growth in 2014 of 0.5% is now only a little more downbeat than the consensus estimate, there remain plenty of risks that could yet derail the region's recovery... 6th January 2014 · 1 min read
Europe Commercial Property Update Copenhagen industrial market set to outperform The latest economic data from Denmark suggest that industrial occupier conditions in Copenhagen are on the mend. And with rental values more than 10% below a linear trend, and yields more than 10%... 10th December 2013 · 1 min read
Europe Data Response Swedish & Danish GDP (Q3) Sweden’s much weaker than anticipated rise in GDP in Q3 increases the pressure on the Riksbank to soften its monetary policy stance. 29th November 2013 · 1 min read
Nordic & Swiss Data Response Swedish & Danish GDP (Q3 13) Sweden’s much weaker than anticipated rise in GDP in Q3 increases the pressure on the Riksbank to soften its monetary policy stance. 29th November 2013 · 1 min read
Europe Economics Weekly Signs of growth convergence provide little comfort Q3's meagre rise in euro-zone GDP clearly was disappointing, but there were some signs that growth within the region is converging. The slowdown was largely down to weaker growth in Germany and France... 18th November 2013 · 1 min read
Europe Economics Focus Will Denmark remain the Nordic laggard? Denmark is finally dragging itself out of its long slump. Households have started to deleverage, exporters have become more competitive and banks are now stronger. But given that these adjustments... 12th November 2013 · 1 min read
Europe Economic Outlook Growth prospects improve, but crisis unresolved The European economy has shown further signs of recovery, with the euro-zone finally emerging from recession in the second quarter and other parts of the continent also faring better. But growth in... 8th October 2013 · 1 min read
Europe Economics Update When will Denmark normalise monetary policy? Denmark’s year-long experiment with negative deposit rates is likely to come to an end next year. But we think that markets are wrong to expect a second rate hike before the end of 2014. 13th September 2013 · 1 min read
Nordic & Swiss Economics Update When will Denmark normalise monetary policy? Denmark’s year-long experiment with negative deposit rates is likely to come to an end next year. Butwe think that markets are wrong to expect a second rate hike before the end of 2014. 13th September 2013 · 1 min read
Europe Data Response Danish GDP (Q2) The Danish economy grew at a decent clip in Q2 on the back of strong export growth, but household deleveraging means that growth over the coming year will fall short of consensus forecasts. 30th August 2013 · 1 min read
Nordic & Swiss Data Response Danish GDP (Q2 13) The Danish economy grew at a decent clip in Q2 on the back of strong exportg rowth, but household deleveraging means that growth over the coming year will fall short of consensus forecasts. 30th August 2013 · 1 min read
Europe Economics Update Denmark to drag itself out of property slump The Danish property market, at the heart of the country’s long slump, is on the mend. This suggests that the economy is finally turning a corner, but the recovery in both house prices and the wider... 5th August 2013 · 1 min read
