Europe Commercial Property Focus Has investment activity in Central Europe plateaued? Investment activity appears to have plateaued in Central Europe. But if one includes ‘platform deals’, the picture is more positive. That said , there are factors holding volumes back, including a mis... 22nd October 2015 · 1 min read
Europe Economics Update Austria’s banks casting a smaller shadow over the economy Austria’s banking sector is still struggling with the legacy of the 2008 crisis when its large exposure to Emerging Europe brought it to the brink of collapse. However, in its current state, with... 21st October 2015 · 1 min read
Europe Economics Update How is Norway coping with lower oil prices? The decline in oil prices has weighed on the Norwegian mainland economy and things could get worse before they get better. But ramped-up policy support from the Government and central bank next year... 20th October 2015 · 1 min read
Europe Data Response ECB Bank Lending Survey (Oct.) The ECB’s October Bank Lending Survey (BLS) revealed a slight loosening of credit conditions for firms and stronger demand for loans. It also gave positive signals about the effects of QE on bank... 20th October 2015 · 1 min read
Nordic & Swiss Economics Update How is Norway coping with lower oil prices? The decline in oil prices has weighed on the Norwegian mainland economy and things could get worse before they get better. But ramped-up policy support from the Government and central bank next year... 20th October 2015 · 1 min read
Europe Commercial Property Update Cities to see stronger population growth than Germany as a whole 19th October 2015 · 1 min read
Europe Economics Update Swiss election doesn’t change gloomy economic outlook The shift to the right in yesterday’s Swiss election will mean continued resistance to immigration and perhaps more business-friendly policies. But exchange rate developments are more important for... 19th October 2015 · 1 min read
Nordic & Swiss Economics Update Swiss election doesn’t change gloomy economic outlook The shift to the right in yesterday’s Swiss election will mean continued resistance to immigration and perhaps more business-friendly policies. But exchange rate developments are more important for... 19th October 2015 · 1 min read
Europe Economics Weekly Italian and Irish budgets highlight contrasting fortunes While in last week’s Budget the Irish Government talked up its proposed tax cuts, the big picture was one of continued fiscal consolidation. All else equal, this will drag on growth. But Ireland’s... 16th October 2015 · 1 min read
Europe Data Response Euro-zone Trade (Aug.) August’s euro-zone goods trade data showed that weakening global demand over the summer took a toll on the region’s exporters, causing the trade surplus to fall from a record high. 16th October 2015 · 1 min read
ECB Watch QE expansion coming soon if not this month Recent comments from Governing Council members suggest that the ECB may not be ready to increase its policy support when it meets on 22nd October. But President Draghi is likely to reiterate concerns... 15th October 2015 · 1 min read
Europe Economics Update Key reform vote not Greece's last major challenge The Greek parliament looks set to pass the next set of reforms needed to unlock further bailout funds and potentially open the door to a debt restructuring. But with yet more reforms needed, the... 15th October 2015 · 1 min read
Europe Economics Update Sweden’s labour recovery won’t stop Riksbank cutting The improvement in Sweden’s labour market in recent months has exceeded consensus expectations and those of the Riksbank. But conditions are still far from healthy and wage growth remains subdued... 15th October 2015 · 1 min read
Europe Economics Update Immigration won’t transform Germany’s growth outlook The influx of refugees into Germany has caused much speculation about the costs to the government and possible benefits to the economy. But while the trend presents opportunities for the long term, it... 15th October 2015 · 1 min read
Nordic & Swiss Economics Update Sweden’s labour recovery won’t stop Riksbank cutting The improvement in Sweden’s labour market in recent months has exceeded consensus expectations and those of the Riksbank. But conditions are still far from healthy and wage growth remains subdued... 15th October 2015 · 1 min read
Europe Data Response French CPI (Sep.) Although France’s headline HICP inflation rate held above zero in September, today’s data revealed that price pressures remain exceptionally weak and will add to the growing pressure on the ECB to... 14th October 2015 · 1 min read
