Europe Economics Weekly Credit conditions easing, but still very tight The ECB’s latest Bank Lending Survey (BLS) added to the evidence that improving conditions in the euro-zone’s financial sector are finally feeding into the real economy. But it will be a while before... 4th August 2014 · 1 min read
Europe Commercial Property Chart Pack Capital values boosted by yield compression Economic indicators paint a mixed picture of the euro-zone recovery. On the one hand, the situation in the peripheral economies is improving. But at the same time, growth in the core economies appears... 1st August 2014 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Jul.) Although progress remains slow in many countries, the latest euro-zone fiscal data provided moreevidence that peripheral governments are gradually strengthening their fiscal positions. 1st August 2014 · 1 min read
ECB Watch ECB on hold despite deflation risk With the measures announced in June seeming tohave some positive effects on financial marketconditions, the ECB is unlikely to announceadditional policy support this month. But furthersigns of... 31st July 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jul.) & Unemployment (Jun.) July’s flash euro-zone consumer prices data underlined the continued weaknessof price pressures in the currency union and supported our view that the ECB hasmore work to do to tackle the risk of... 31st July 2014 · 1 min read
Europe Data Response Belgian GDP (Q2, Prov.) Q2’s GDP figures showed a sharp slowdown in the pace of Belgian growth andsuggested that the recovery peaked at the start of this year. 30th July 2014 · 1 min read
Europe Economics Update Sanctions on Russia a further blow to Finnish economy Finland’s close economic ties with neighbouring Russia mean that the EU’s stiffer sanctions on Russia announced yesterday are likely to deal another blow to the Finnish economy. Even if the direct... 30th July 2014 · 1 min read
Europe Economics Update Euro’s fall provides glimmer of hope, but more needed The euro finally appears to be succumbing to the downward pressure implied by the divergentprospects for monetary policy in the US and euro-zone. But bigger declines are likely to be needed tokick... 30th July 2014 · 1 min read
Europe Data Response Euro-zone EC Survey & ECB Bank Lending Survey (Jul.) July’s tiny rise in the EC’s Economic Sentiment Indicator (ESI) suggests that the eurozonerecovery is unlikely to strengthen much in Q3. 30th July 2014 · 1 min read
Europe Data Response Swedish GDP (Q2, Prov.) The provisional estimate of Swedish Q2 GDP revealed a disappointingly weak pace of growth. But domestic demand remains reassuringly strong, suggesting that the economic recovery will remain on track. 30th July 2014 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q2 14, Prov.) The provisional estimate of Swedish Q2 GDP revealed a disappointingly weak pace of growth. But domestic demand remains reassuringly strong, suggesting that the economic recovery will remain on track. 30th July 2014 · 1 min read
Nordic & Swiss Economics Update Sanctions on Russia a further blow to Finnish economy Finland’s close economic ties with neighbouring Russia mean that the EU’s stiffer sanctions on Russia announced yesterday are likely to deal another blow to the Finnish economy. Even if the direct... 30th July 2014 · 1 min read
Europe Economics Update Sanctions on Russia pose limited threat to Germany The likelihood that the EU will impose stiffer sanctions on Russia has raised concerns about the effecton German exports and the wider economy. But while certain companies rely strongly on trade... 28th July 2014 · 1 min read
Europe Commercial Property Update What next for Dutch office rents? We envisage only a modest improvement in office occupier demand in the Netherlands over the next year or two as economic growth and job creation disappoint. Yet office rents are likely to drift higher... 28th July 2014 · 1 min read
Global Economics Update Low inflation a threat to fiscal policy in the euro-zone and Japan Continued very low inflation is likely to have anegative impact on debt ratios in both Japan andthe euro-zone during the coming years. Insouthern euro-zone countries real interest rateswill probably... 28th July 2014 · 1 min read
Europe Economics Weekly Euro-zone consumers still not ready to spend freely Despite a slight fall in July, euro-zone consumer confidence remains at a high level. But this hasyet to be reflected in a significant rise in spending growth. This might be because consumers’optimism... 28th July 2014 · 1 min read
