Europe Data Response Euro-zone GDP (Q4) The modest growth of the euro-zone economy in Q4 will have done little to address the deep-seated problems of the peripheral countries or to head off the dangers of deflation across the currency union... 14th February 2014 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Property yields continue to edge lower Investment demand for commercial property in 2013 as a whole was relatively strong in the UK and Emerging Europe. But it weakened in Scandinavia, despite signs of improving economic fundamentals and... 13th February 2014 · 1 min read
Europe Economics Update Rates hikes in Sweden remain a distant prospect The Swedish Riksbank reiterated at its meeting today that it does not expect to raise interest rates until early next year. But we think that the expected start date of its tightening cycle will... 13th February 2014 · 1 min read
Nordic & Swiss Economics Update Rates hikes in Sweden remain a distant prospect The Swedish Riksbank reiterated at its meeting today that it does not expect to raise interest rates until early next year. But we think that the expected start date of its tightening cycle will... 13th February 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (Dec.) December’s weak industrial production figures highlight that the euro-zone’s industrial recovery remains fragile. 12th February 2014 · 1 min read
Europe Economics Update Sedlabanki holds, but will hike later this year Although the Icelandic central bank left its policy rate unchanged today, the Sedlabanki gave a strong indication that it is likely to tighten policy later this year. 12th February 2014 · 1 min read
Nordic & Swiss Economics Update Sedlabanki holds, but will hike later this year Although the Icelandic central bank left its policy rate unchanged today, the Sedlabanki gave a strong indication that it is likely to tighten policy later this year. 12th February 2014 · 1 min read
Europe Economics Update Slide in Norwegian krone may not be over yet Although the Norwegian krone will fare better in 2014 than it did last year, the currency may well depreciate a little further. 10th February 2014 · 1 min read
Europe Economics Weekly The ECB is too sanguine about monetary problems The euro-zone’s difficult monetary conditions will add to the disinflationary pressures in the region. Admittedly, Mario Draghi suggested last week that temporary factors such as the AQR were... 10th February 2014 · 1 min read
Nordic & Swiss Economics Update Slide in Norwegian krone may not be over yet Although the Norwegian krone will fare better in 2014 than it did last year, the currency may well depreciate a little further. 10th February 2014 · 1 min read
Europe Commercial Property Chart Pack First signs of occupier market stabilisation? Further rises in euro-zone economic activity and sentiment over the past few months have helped to maintain a robust level of investment demand for commercial property in the region. And in contrast... 7th February 2014 · 1 min read
Europe Data Response German Industrial Production (Dec.) December’s German industrial production figures came as a bit of a blow to hopes that the euro-zone’s main growth engine was picking up speed. 7th February 2014 · 1 min read
Europe Economics Update ECB will succumb to pressure for more action soon While the European Central Bank (ECB) disappointed hopes of more policy support today, the growing risk of deflation and dovish signals from President Mario Draghi suggest that further action will... 6th February 2014 · 1 min read
Europe Commercial Property Update Central Europe – where are the prospects for industrial rents brightest? The recent surge in industrial confidence in Hungary increases the upside risks around our forecasts for industrial rental value growth. But after taking account of existing spare capacity, the... 5th February 2014 · 1 min read
Europe Economics Update Should Sweden be worried about deflation? Sweden is less at risk from a prolonged and damaging bout of deflation than the euro-zone, despite the fact that CPI inflation is currently lower in the former. 5th February 2014 · 1 min read
Europe Chart Pack Brighter signs don't preclude need for more policy action Despite the recent bout of disappointing global economic news and financial market turbulence, economic indicators like the PMI suggest that the euro-zone’s fragile recovery gained a bit of a momentum... 5th February 2014 · 1 min read