Europe Commercial Property Update How long can the surge in Irish property values last? All-property capital values in Ireland are 20% higher than a year ago and there is scope for further strong, yield-driven gains over the next quarter or two. To us, it seems inevitable that the pace... 19th November 2013 · 1 min read
Europe Data Response German ZEW Survey (Nov.) November’s German ZEW survey provided some evidence that the euro-zone’s biggest economy has continued to expand in the fourth quarter, but at a relatively moderate pace. 19th November 2013 · 1 min read
Europe Data Response Norwegian GDP (Q3) Q3’s rebound in mainland Norwegian GDP growth concealed mounting evidence that the country’s boom is fading. 19th November 2013 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q3 13) Q3’s rebound in mainland Norwegian GDP growth concealed mounting evidence that the country’s boom is fading. 19th November 2013 · 1 min read
Europe Economics Update French firms will do little to support the recovery The breakdown of France’s Q3 drop in GDP, released last week, underlined the pressure on firms. Without more ambitious structural reforms, weak investment and employment growth mean that French GDP... 18th November 2013 · 1 min read
Europe Data Response Euro-zone Trade (Sep.) The latest euro-zone trade data indicate that although the trade surplus continues to widen, weak global demand and the strong euro are holding back exports. 18th November 2013 · 1 min read
Europe Economics Weekly Signs of growth convergence provide little comfort Q3's meagre rise in euro-zone GDP clearly was disappointing, but there were some signs that growth within the region is converging. The slowdown was largely down to weaker growth in Germany and France... 18th November 2013 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Underlying conditions improving The latest economic activity data point to strengthening conditions in parts of Europe outside of the single currency region. Hence, commercial property occupier demand seems to be holding up fairly... 14th November 2013 · 1 min read
Europe Economics Update Dutch firms will not power a decent recovery Dutch investment has expanded strongly in recent quarters. But, while firms are in much better financial health than households, they won’t drive a decent recovery in the wider economy. 14th November 2013 · 1 min read
Europe Economics Update Greek recession shows no signs of ending Q3’s GDP figures suggest that Greece is not yet benefitting from the modest economic revival in the euro-zone as a whole and we continue to think that the economic forecasts on which its bail-out... 14th November 2013 · 1 min read
Europe Data Response Euro-zone GDP (Q3) The near-stagnation of the euro-zone economy in the third quarter underlines the fragility of the recovery and the growing dangers of a damaging bout of deflation in the region. 14th November 2013 · 1 min read
Europe Data Response Euro-zone Industrial Production (Sep 13.) September's fall in euro-zone industrial production indicates that the sector will have dragged on GDP growth in Q3 as a whole. 13th November 2013 · 1 min read
Europe Economics Focus Will Denmark remain the Nordic laggard? Denmark is finally dragging itself out of its long slump. Households have started to deleverage, exporters have become more competitive and banks are now stronger. But given that these adjustments... 12th November 2013 · 1 min read
Europe Economics Update ECB has more work to do to tackle the strong euro Last week’s cut in ECB interest rates has helped to relieve some of the near-term upward pressure on the euro. But the central bank will have to work harder to stop the strong currency from snuffing... 12th November 2013 · 1 min read
Europe Economics Update Downgrade highlights France's slow fiscal progress The downgrade of France’s sovereign credit rating last week highlighted the country’s fiscal problems. Although a French debt crisis is still a fairly distant prospect, France’s weak fiscal position... 11th November 2013 · 1 min read
Europe Economics Update Spain's fiscal prospects look brighter than Italy's Spain still faces major economic challenges, but we think that prospects there are brighter than in Italy where the medium-term outlook for the public finances remains pretty dire. Accordingly, we... 11th November 2013 · 1 min read
