Europe Data Response Euro-zone Industrial Production (Apr.) Despite April’s strong rise, industrial production is still lower than it was in January. With industrial surveys pointing to subdued growth ahead, it seems unlikely that the euro-zone industrial... 14th June 2016 · 1 min read
Europe Data Response Swedish Consumer Prices (May) Sweden’s inflation rate fell by more than expected in May. With underlying price pressures still largely absent, the Riksbank may well need to take further policy action. 14th June 2016 · 1 min read
Nordic & Swiss Data Response Swedish Consumer Prices (May 16) Sweden’s inflation rate fell by more than expected in May. With underlying price pressures still largely absent, the Riksbank may well need to take further policy action. 14th June 2016 · 1 min read
Europe Commercial Property Update Retail rental growth to cool in Italy Retail rents in Milan and Rome rose sharply last year. But a slowdown in the Italian economy and consumer spending growth over the coming years will mean that rental growth now eases back. 10th June 2016 · 1 min read
Europe Economics Weekly Euro 2016 unlikely to kick off French recovery There are hopes that Euro 2016 will provide a boost to the French economy and perhaps lift national sentiment. But any gains in football-related expenditure will be at least partly offset by falls... 10th June 2016 · 1 min read
Europe Data Response French & Italian Industrial Production (Apr.) April’s increases in French and Italian industrial production support the message from Germany that the sector had a decent month. But growth still looks set to slow in Q2 and over the rest of the... 10th June 2016 · 1 min read
Europe Economics Update Are ECB corporate bond purchases already a success? The prospect of ECB corporate bond purchases, which begin today, has pushed corporate bond spreads down and prompted a pick-up in issuance. However, there are several reasons to think that spreads... 8th June 2016 · 1 min read
Europe Commercial Property Outlook Capital value growth set to slow Even with already low commercial property yields, the low interest rate environment means that commercial property will remain attractive for investors. We expect further yield declines to drive... 7th June 2016 · 1 min read
Europe Economics Update Should European markets be more worried about Brexit? Iceland’s second consecutive quarterly fall in GDP was down to the volatility of trade. The big picture is that domestic demand growth picked up and the outlook is positive. 7th June 2016 · 1 min read
Europe Data Response Iceland GDP (Q1) Iceland’s second consecutive quarterly fall in GDP was down to the volatility of trade. The big picture is that domestic demand growth picked up and the outlook is positive. 7th June 2016 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q1) Today’s final estimate of Q1 GDP confirmed that the economy got off to a strong start to the year, driven by household spending. But the economy is unlikely to expand as quickly throughout the rest of... 7th June 2016 · 1 min read
Europe Data Response German Industrial Production (Apr.) April’s rise in German industrial production only partially reversed the previous month’s fall and suggests that the strong growth of industrial and overall economic activity in Q1 will not be... 7th June 2016 · 1 min read
Nordic & Swiss Data Response Iceland GDP (Q1 16) Iceland’s second consecutive quarterly fall in GDP was down to the volatility of trade. The big picture is that domestic demand growth picked up and the outlook is positive. 7th June 2016 · 1 min read
Europe Economics Update Rise in oil prices not all positive for Norway The recent rise in oil prices will provide some short-term support to the Norwegian economy, but the associated strengthening of the krone will hinder the economy’s rebalancing away from oil. We... 6th June 2016 · 1 min read
Nordic & Swiss Economics Update Rise in oil prices not all positive for Norway The recent rise in oil prices will provide some short-term support to the Norwegian economy, but the associated strengthening of the krone will hinder the economy’s rebalancing away from oil. We... 6th June 2016 · 1 min read
Europe Economics Weekly QE expansion uneven across the euro-zone The expansion of the ECB’s QE programme may have contributed to the recent increase in euro-zone equity prices and economic sentiment. But purchases of government bonds have increased by more in the... 3rd June 2016 · 1 min read
