Europe Economics Update Euro-zone Monetary Indicators Monitor (Dec.13) Euro-zone bank lending remained very weak in December, suggesting that the banking sector is still a significant drag on the region’s recovery. 29th January 2014 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Jan.) The latest fiscal data suggest that, last year, the smaller peripheral economies made significantly better fiscal progress than Italy or Spain. 29th January 2014 · 1 min read
Europe Economics Update ECB loan buying plan won't dampen deflation risks Hints from Mario Draghi that the European Central Bank (ECB) may consider purchasing bank loans do not reduce the growing risks of deflation in the euro-zone. 28th January 2014 · 1 min read
Europe Commercial Property Update Time to reassess the outlook for peripheral property yields? Strong investment market activity in the fourth quarter, particularly in Spain and other peripheral markets, suggests that our 2014 forecast for unchanged yields in most euro-zone property markets may... 28th January 2014 · 1 min read
Europe Data Response German Ifo Survey (Jan.) January’s Ifo survey supported the message from other recent evidence that the German economy has started the new year with a reasonable amount of momentum. 27th January 2014 · 1 min read
Europe Economics Weekly Housing rebound to provide some support to recovery Data released over the last week point to a brightening outlook for euro-zone households, not least because the region’s housing market downturn may be easing. But given the state of households’... 27th January 2014 · 1 min read
Global Economics Update Euro-zone recovery offset by slowdown in China Business surveys published today suggest that the euro-zone recovery gained momentum in January, while China's manufacturing slowdown has continued. 23rd January 2014 · 1 min read
Europe Economics Update Is Spain set for a household spending-led recovery? The Spanish economy may have ended 2013 on a relatively high note. But we would be wary of concluding that all the pieces are now in place for a solid and sustained economic recovery this year. 23rd January 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Jan.) January’s euro-zone flash PMIs suggested that the region’s weak recovery is gathering pace. But pressure will remain on the ECB to ease policy further in the coming months. 23rd January 2014 · 1 min read
Europe Data Response German ZEW Survey (Jan.) January’s ZEW survey confirmed that German investors have started the new year in a reasonably optimistic mood. 21st January 2014 · 1 min read
Europe Commercial Property Update Real estate equities point to period of weakness in euro-zone values The recent weakness in euro-zone real estate equity prices suggests that capital value growth in the physical property market will slow to zero over the coming quarters. Improved confidence within the... 20th January 2014 · 1 min read
Europe Economics Weekly Is industry defying the strong euro? Not only did November's industrial production figures indicate that euro-zone GDP may have risen more strongly in Q4 than in Q3, but they also suggested that the euro's strength is not overwhelming... 20th January 2014 · 1 min read
Europe Economics Update Dutch banks still a weight on the recovery Although financial conditions in the Netherlands are set to improve in 2014, the country’s banking system will weigh on the recovery for a while yet. 16th January 2014 · 1 min read
Europe Economics Update France gets to grips with its structural problems, slowly The new “responsibility pact” is a step forward for the French economy. Taken together with other planned measures, France is now slowly tackling some of its structural problems. 15th January 2014 · 1 min read
Europe Commercial Property Update Are investors starting to shun Paris? Perhaps unsurprisingly given the weak state of the French economy, the Ile-de-France office occupier downturn stepped up a notch in 2013. More notable, though, was the fall in the investment volume... 15th January 2014 · 1 min read
Europe Economic Outlook Deflation dangers cast shadow over recovery The European economy looks set for another year of weak growth in 2014, with the euro-zone likely to do little more than stagnate. Against that background, the European Central Bank (ECB) is likely to... 15th January 2014 · 1 min read
