Europe Data Response German Industrial Production (Jan.) Germany’s January industrial production numbers provide some hope that the economy’s main growth engine is starting to pick up some revs. 7th March 2014 · 1 min read
Europe Data Response Iceland GDP (Q4) The continued growth of Iceland’s economy in Q4 suggests that the country is on the road to recovery. 7th March 2014 · 1 min read
Nordic & Swiss Data Response Iceland GDP (Q4 13) The continued growth of Iceland’s economy in Q4 suggests that the country is on the road to recovery. 7th March 2014 · 1 min read
Europe Economics Update ECB bolsters guidance, but may still need to act The ECB opted to keep its policy powder dry today, preferring instead to strengthen its verbal forward guidance by emphasising the large amount of slack in the economy. But we still think it may need... 6th March 2014 · 1 min read
Europe Economics Update Light at the end of the tunnel for Slovenia Although the strength of Slovenia’s Q4 GDP outturn owed a lot to temporary factors, the expansion underlined that the economy is on the road to recovery and will probably avoid a euro-zone bail-out. 6th March 2014 · 1 min read
Europe Chart Pack Euro-zone consumers yet to join the recovery While euro-zone activity indicators suggest that the region’s recovery has picked up speed a bit in the early months of 2014, growth remains worryingly unbalanced. For now, exporters appear to be... 5th March 2014 · 1 min read
Europe Economics Update Is Italy's recovery gaining momentum? Italian economic prospects have improved over recent months, but we still think that GDP growth there will remain weaker than in the euro-zone as a whole, both in the short and medium term. 5th March 2014 · 1 min read
Non-Euro Europe Commercial Property Outlook Capital values on course for steady gains We have not made material changes to the majority of our economic forecasts since our previous Analyst. Nevertheless, we have edged up our forecasts for capital value growth in a number of non-euro... 5th March 2014 · 1 min read
Europe Commercial Property Outlook Euro-zone property prospects are improving Euro-zone property markets ended the year on strong note, with many seeing a material rise in investment market activity. Small falls in yields were also more common than not. Our economic forecasts... 5th March 2014 · 1 min read
Europe Data Response Euro-zone GDP (Q4), Final PMIs (Feb.) & Retail Sales (Jan.) The latest batch of data on the euro-zone provided rather mixed signals for the European Central Bank ahead of its Governing Council meeting on Thursday. But we still think more policy action is... 5th March 2014 · 1 min read
Europe Economics Focus Does Portugal need more help? The chances of Portugal following in Ireland’s footsteps and making a “clean break” from its bailout have recently grown. Nonetheless, we think that it may still need further loans and some form of... 4th March 2014 · 1 min read
Europe Economics Update Does the Ukraine crisis threaten the European recovery? While the Ukraine crisis won’t have major effects on the European economy, it is another warning to the policymakers not to rely on a very positive global environment to sustain the region’s recovery... 4th March 2014 · 1 min read
Europe Economics Weekly Stars still aligned for more ECB support Despite last week's stronger than expected euro-zone inflation figures, the combination of still very weak price pressures, the strong euro and recent falls in liquidity in the banking sector still... 3rd March 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Feb.) & Unemployment (Jan.) February’s euro-zone consumer prices figures don’t change the picture of very weak price pressures in the currency union and hence don’t rule out further policy action from the ECB next week. 28th February 2014 · 1 min read
Europe Data Response Swedish & Danish GDP (Q4) The surge in Swedish GDP in Q4 confirms that the economy remains one of the region’s strongest performers. But while it has prompted us to revise up our GDP forecast we still think that growth will be... 28th February 2014 · 1 min read
Nordic & Swiss Data Response Swedish & Danish GDP (Q4 13) The surge in Swedish GDP in Q4 confirms that the economy remains one of the region’s strongest performers. But while it has prompted us to revise up our GDP forecast we still think that growth will be... 28th February 2014 · 1 min read