Europe Data Response Euro-zone GDP (Q2 Prov.) The stagnation of the euro-zone economy in the second quarter further underlinedthe need for the European Central Bank (ECB) to take bolder policy action to addressthe continued weakness of the... 14th August 2014 · 1 min read
Europe Commercial Property Update When will CEE office occupier demand take off? The recent fall in office take-up across the main CEE markets is a concern given the region’s large office development pipelines. But at the same time, the recent strength of office-based employment... 14th August 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (Jun.) June’s euro-zone industrial production data confirmed that industry’s recovery has faltered and suggested that the sector may have dragged on GDP growth in Q2. 13th August 2014 · 1 min read
Europe Data Response Greek GDP (Q2) Greece’s Q2 GDP release suggests that the economy is slowly emerging from the abyss. But growth remains too weak for the country to reduce its huge public debt without significantly more outside help... 13th August 2014 · 1 min read
Europe Data Response German ZEW Survey (Aug.) August’s drop in the ZEW Economic Sentiment Indicator was another worrying signfor the German economy, particularly as perceptions of current conditions are nowweakening along with expectations. 12th August 2014 · 1 min read
Europe Commercial Property Update Are rapid gains in Oslo retail rents underpinned by fundamentals? Solid Norwegian retail sales growth over the past few years seems to explain the rise in Oslo retail rental values. Granted, other factors such as changing retail trends are also at play. Nevertheless... 12th August 2014 · 1 min read
Europe Economics Weekly Mr Draghi talks down the euro, but action needed While last week’s ECB Governing Council meeting offered few signs of imminent further policymeasures, one encouraging development was President Draghi’s willingness to talk down theeuro. But we think... 11th August 2014 · 1 min read
DM Markets Chart Pack Outlook still fairly positive for European equities Although developed market equities have performed poorly over the pastmonth, in general we do not expect them to continue to struggle. Europeanequities were the worst performers, dragged down by the... 8th August 2014 · 1 min read
Europe Data Response French Industrial Production & German Trade (Jun.) Despite an improvement in June, French industrial data suggest that industry probablydragged on overall euro-zone growth in Q2. Meanwhile, Germany’s latest trade dataindicate that the external sector... 8th August 2014 · 1 min read
Europe Economics Update ECB inching towards QE The ECB gave no strong hints of imminent policy action this month as it waited to judge the effects ofpreviously announced measures and claimed that long-term inflation expectations were wellanchored... 7th August 2014 · 1 min read
Europe Commercial Property Update Will Paris’ occupier demand outperformance last? Parisian office take-up grew by 55%y/y in the second quarter, but fell in three of the top four German cities, including a 45%y/y fall in Frankfurt. Nevertheless, the underlying weakness of the French... 7th August 2014 · 1 min read
Europe Data Response German & Spanish Industrial Production (Jun.) June’s small rise in German industrial production was a huge disappointment, andsuggests that activity in what has been the euro-zone’s strongest economy stagnatedin Q2. This will add to pressure on... 7th August 2014 · 1 min read
Non-Euro Europe Commercial Property Chart Pack CEE investment grows strongly in Q2 Economic indicators in the non-euro-zone Western European economies were generally positive in Q2, but there are signs that growth slowed across the board in Emerging Europe. That wasn’t enough to put... 6th August 2014 · 1 min read
Europe Chart Pack Recovery gained little traction in Q2 According to recent hard data, next week’s Q2 GDP release may show that the euro-zone’srecovery gained no momentum after Q1’s disappointing 0.2% quarterly rise in GDP. In fact,the performance of... 6th August 2014 · 1 min read
Europe Data Response Italian GDP (Q2, Prov.) The second consecutive fall in GDP underlines that Italy’s crisis is not over yet. Withpublic debt still rising, market pressures on the country may yet start to build. 6th August 2014 · 1 min read
Europe Data Response Euro-zone Retail Sales (Jun.) & Final PMIs (Jul.) June’s rise in euro-zone retail sales points to a further modest increase inconsumer spending in the second quarter. But more timely indicators, such astoday’s final PMI figures, suggest that the... 5th August 2014 · 1 min read
