Europe Economics Weekly New Year challenges for the euro-zone For some time, we have been fairly optimistic about the prospects for the euro-zone in 2010. Nonetheless, the outlook remains highly uncertain and there are several risks which could derail the... 11th January 2010 · 1 min read
DM Markets Chart Pack An upbeat end to 2009, but will it last? (Dec 09) 2009 saw risky assets outperform safer ones. The month of December was no exception. Many expect this pattern to continue throughout 2010 as the global economy slowly recovers, inflation gathers steam... 8th January 2010 · 1 min read
Europe Data Response German Industrial Production & EZ Unemployment (Nov.) November’s renewed increase in German industrial production is a welcome sign that the recovery there is back on track. But with unemployment still rising in the euro-zone as a whole, it could be some... 8th January 2010 · 1 min read
UK Data Response Producer Prices (Dec.) December’s producer prices figures revealed a further pick-up in cost pressures in the industrial sector. But this is unlikely to prevent consumer price inflation from falling back sharply later on... 8th January 2010 · 1 min read
ECB Watch Gently does it After outlining the start of its exit strategy last month, we doubt that the ECB will announce any further changes at the forthcoming meeting. The Bank might increase the interest rate on its... 7th January 2010 · 1 min read
Europe Commercial Property Update Euro-zone retail rental values will fall everywhere in 2010 The latest fall in euro-zone retail sales confirmed that the wider economic recovery has not yet spread to the consumer sector, despite nine consecutive monthly rises in consumer confidence. And, as... 7th January 2010 · 1 min read
UK Economics Update Consumer adjustment not over yet The sharp rise in household saving suggests that the required adjustment in the consumer sector is further advanced than previously thought. However, we think that the process still has further to go. 7th January 2010 · 1 min read
UK Economics Update Consumer adjustment not over yet The sharp rise in household saving suggests that the required adjustment in the consumer sector is further advanced than previously thought. However, we think that the process still has further to go. 7th January 2010 · 1 min read
Emerging Europe Economics Update Turkey: is an IMF deal imminent? Recent quotes from leading policymakers suggesting that Turkey is in advanced talks with the IMF should be taken with a pinch of salt, particularly as negotiations have already dragged on for over a... 7th January 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Dec.) & Retail Sales (Nov.) December’s rise in the EC measure of euro-zone economic sentiment was fairly encouraging. Unfortunately, though, November’s fall in retail sales confirmed that the recovery has yet to reach the... 7th January 2010 · 1 min read
