Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q4 2023) Our Europe Commercial Property Chart Pack has been updated with the latest data and our analysis. The slowdown in rent growth so far this year is likely to persist given the weak economic backdrop... 16th November 2023 · 0 mins read
Europe Economics Update Riksbank to buck the trend and hike again While the world’s major central banks now appear to have ended their tightening cycles, we think the Riksbank will raise its policy rate by 25bp again next week, to 4.25%, because of the strength of... 16th November 2023 · 5 mins read
Europe Rapid Response Norway CPI (Oct. 2023) Despite the unexpected jump in Norway’s headline and core inflation rates in October, we still think the Norges Bank is most likely to leave rates on hold in December. 10th November 2023 · 2 mins read
Europe Chart Pack Europe Chart Pack (Nov. 2023) The ECB’s recent decision to leave interest rates on hold, and its associated communications, confirm that its tightening cycle is now almost certainly over. But despite inflation having fallen... 8th November 2023 · 1 min read
Europe Economics Update Four things of note on the SNB this week The SNB has been uncharacteristically active this week, making a string of announcements about monetary policy, its balance sheet, minimum reserve requirement and lessons from the Credit Suisse... 2nd November 2023 · 3 mins read
Europe Economics Update Norges Bank tightening cycle probably at an end We think that the decision today by Norges Bank to leave its policy rate on hold at 4.25% signals the end of its tightening cycle. Contrary to the Bank’s communication, we do not expect a hike in... 2nd November 2023 · 3 mins read
Europe Economics Weekly ECB on a high, Riksbank seeking bailout This week’s decision by the ECB to leave interest rates on hold is likely to be the first of many – we think rates will remain at their current levels until the second half of next year. Meanwhile... 27th October 2023 · 10 mins read
Europe Economics Update Stable Swiss politics supports the economic outlook Switzerland’s government looks set to remain largely unchanged after the federal elections this Sunday, and we do not expect a significant change in economic policy. But voters’ grievances about the... 17th October 2023 · 3 mins read
Europe Commercial Property Update Nordic industrial rents to outpace euro-zone next year Industrial rental growth in the Nordics is set to slow in 2024. But a brighter macroeconomic outlook and tight vacancy will help rent growth to outperform the euro-zone. Further ahead, the current... 13th October 2023 · 3 mins read
Europe Economics Weekly Rising oil prices won’t cause the ECB to hike rates The increase in oil prices over the past few months will have only a small impact on euro-zone inflation, so it won't alter the outlook for monetary policy. We still expect that the ECB will keep its... 22nd September 2023 · 8 mins read
Europe Economics Weekly China EV investigation, ECB done with hikes The European Commission’s decision to launch an investigation into Chinese EV subsidies underlines policymakers’ resolve to slow China’s rapid ascent in the market. But any measures taken are unlikely... 15th September 2023 · 6 mins read
Europe Economics Update Norges Bank has one more hike to go We think Norges Bank will go through with its plan to raise its policy rate by 25bp next week, to 4.25%, and signal that its tightening cycle is over. It is then likely to will wait until around the... 15th September 2023 · 3 mins read
Europe Economics Update Riksbank to follow ECB lead next week The Riksbank looks all but certain to follow the ECB’s example and raise its key policy rate by 25bp next week, to 4.0%. However, while that could mark the end of its tightening cycle, on balance we... 14th September 2023 · 4 mins read
Europe Economics Weekly Spanish politics, Swiss industrial production This week saw Spain take a tentative step towards forming a new government, but there is a long way to go, and another general election may yet be needed. We also learnt this week that Swiss... 18th August 2023 · 6 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q3 2023) Our Europe Commercial Property Chart Pack has been updated with the latest data and our analysis of recent developments. The slowdown in rent growth in the first half of this year is likely to persist... 18th August 2023 · 1 min read
Europe Chart Pack Europe Chart Pack (August 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 3rd August 2023 · 1 min read
