Europe Data Response Ireland GDP (Q3) Ireland’s Q3 GDP figures provided further hope that, having exited its bail-out programme, the economy is robust enough to stand on its own two feet. 19th December 2013 · 1 min read
Europe Commercial Property Focus Half a dozen key calls for European commercial property in 2014 As 2013 draws to a close, in this Focus we take the opportunity to outline a selection of our key calls for European commercial property markets in 2014, and the thinking that underpins them. 18th December 2013 · 1 min read
Europe Economics Update Will France fall into a triple-dip recession? Recent economic data may overstate the threat that the French economy will enter a triple-dip recession in Q4. But they do underline that the country’s recovery in 2014 will be very weak. 18th December 2013 · 1 min read
Europe Data Response German Ifo Survey (Dec.) December’s Ifo survey was consistent with other evidence pointing to steady but unspectacular growth in the German economy. 18th December 2013 · 1 min read
Europe Economics Update Iceland's debt write-down plan will support the recovery Iceland’s controversial plan for more debt relief for indebted households is, despite some risks, a positive for the economy. But the scope for similar measures in the euro-zone’s periphery is limited... 17th December 2013 · 1 min read
Europe Economics Focus How strong can the euro-zone recovery get? Although the euro-zone has tentatively emerged from its long and damaging recession, we remain sceptical that it will expand at a fast enough pace to reduce unemployment significantly, lower the... 17th December 2013 · 1 min read
Europe Data Response German ZEW Survey (Dec.) December’s German ZEW survey suggested that financial market participants have ended the year in a reasonably upbeat mood towards the economic outlook. 17th December 2013 · 1 min read
Europe Economics Update Swedish Riksbank likely to soften its stance further The Swedish Riksbank's decision to reduce interest rates is unlikely to have a major positive impact on the economy. We expect GDP to continue to grow at a lacklustre pace, suggesting that the... 17th December 2013 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank likely to soften its stance further The Swedish Riksbank’s decision to reduce interest rates is unlikely to have a major positive impact on the economy. We expect GDP to continue to grow at a lacklustre pace, suggesting that the... 17th December 2013 · 1 min read
Nordic & Swiss Economics Update Iceland’s debt write-down plan will support the recovery Iceland’s controversial plan for more debt relief for indebted households is, despite some risks, a positive for the economy. But the scope for similar measures in the euro-zone’s periphery is limited... 17th December 2013 · 1 min read
Europe Data Response Euro-zone Trade (Oct.) The latest euro-zone trade data highlight that the external sector remains too weak to singlehandedly power an economic recovery. 16th December 2013 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Dec.) December’s small rise in the euro-zone composite PMI came as a bit of a relief after the previous two monthly falls. But the index still suggests that GDP growth in the region is likely to have been... 16th December 2013 · 1 min read
Europe Economics Weekly Banking Union progress offers little near-term relief Last week, euro-zone policy-makers moved closer to an agreement on the Single Resolution Mechanism responsible for handling failed banks. But while this is certainly a positive step, it will leave the... 16th December 2013 · 1 min read
Europe Data Response Euro-zone Employment (Q3) Q3’s employment data add to evidence that the euro-zone’s labour market is finally stabilising. But a burst of strong job growth is probably a distant prospect. 13th December 2013 · 1 min read
Europe Economics Focus How much more help will Greece need? The situation in Greece has improved dramatically over the past year. But while the second bail-out has ensured that the public finances are in a better position than they were, Greece’s public debt... 12th December 2013 · 1 min read
Europe Economics Update Slovenian stress tests boost efforts to avoid bail-out Slovenia’s new bank recapitalisation plans will help the country avoid a bail-out. But its stress test results might have worrying implications for the euro-zone’s own upcoming evaluation of banks. 12th December 2013 · 1 min read
