Europe Economics Update Greek bail-out has bigger problems than current dispute Greece and the Troika may resolve the issues that have delayed the latest loan disbursement soon, but this will not resolve the fact that the country’s bail-out rests on unrealistic forecasts. 11th March 2014 · 1 min read
Europe Data Response Portuguese GDP (Q4) The latest Portuguese GDP figures will bolster hopes that the Government can follow in Ireland’s footsteps and make a clean break from its bail-out later this year. 11th March 2014 · 1 min read
Europe Data Response Italian GDP (Q4) Italy exited its long recession in Q4. But the recovery will struggle to gather enough steam this year to erode the country’s crushing public debt load. 11th March 2014 · 1 min read
Global Markets Update What are the relative prospects for euro-zone and US bonds? The risks of deflation in the euro-zone, particularly in light of the ECB’s continued inaction last Thursday, should keep the yields on ten-year core euro-zone government bonds well below those on US... 11th March 2014 · 1 min read
Nordic & Swiss Economics Update Disparity in Nordic inflation rates to be sustained for now February’s consumer prices figures for the Nordic countries revealed a continued disparity between subdued inflation rates in Sweden and Denmark on the one hand and much stronger price pressures in... 11th March 2014 · 1 min read
Europe Commercial Property Update Is the office occupier market in Brussels about to turn a corner? The economic recovery, combined with improving business confidence, should help to boost occupier demand in Brussels this year. But with leasing incentives still generous and the economic recovery... 10th March 2014 · 1 min read
Europe Economics Weekly Slack & euro could yet force the ECB's hand While last week’s decision by the ECB to leave policy on hold may be a signal that the euro-zone’s long monetary policy loosening cycle is finally over, the combination of the greater emphasis on the... 10th March 2014 · 1 min read
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
