Europe Data Response Euro-zone GDP (Q3 13), Final PMIs (Nov.13) & Retail Sales (Oct.13) The breakdown of Q3 GDP and more timely news on retail sales and the final PMIs further underlined the weakness of the euro-zone’s recovery. 4th December 2013 · 1 min read
Europe Commercial Property Focus What is the outlook for commercial property in Spain and Italy? The economic problems facing Italy mean that, in our view, it is too soon to call the floor for capital values in office and industrial markets. By contrast, we do expect the next big move in Spanish... 2nd December 2013 · 1 min read
Europe Economics Weekly Rating changes don't confirm convergence Last week’s rating changes by S&P, which stripped the Netherlands of its triple A status and moved Spain from negative watch to stable, appeared to re-affirm the recent message from the economic data... 2nd December 2013 · 1 min read
Europe Data Response Euro-zone Flash CPI (Nov.) & Unemployment (Oct.) The latest news on euro-zone inflation and unemployment will do little to relieve the pressure on the ECB to take more action to support the fragile economic recovery and head off a potentially... 29th November 2013 · 1 min read
Europe Data Response Swedish & Danish GDP (Q3) Sweden’s much weaker than anticipated rise in GDP in Q3 increases the pressure on the Riksbank to soften its monetary policy stance. 29th November 2013 · 1 min read
Nordic & Swiss Data Response Swedish & Danish GDP (Q3 13) Sweden’s much weaker than anticipated rise in GDP in Q3 increases the pressure on the Riksbank to soften its monetary policy stance. 29th November 2013 · 1 min read
ECB Watch Time to talk about the euro? Last month's cut in interest rates has not lifted the pressure on the ECB to provide more support for the fragile economic recovery. Accordingly, President Draghi may make a more concerted effort to... 28th November 2013 · 1 min read
Europe Economics Update A second bail-out still looms for Portugal Portugal is unlikely to follow in Ireland’s footsteps and achieve a “clean exit” from its existing rescue package. We think that the most likely scenario is that Portugal seeks a second full-blown... 28th November 2013 · 1 min read
Non-Euro Europe Commercial Property Outlook Stronger occupier markets to cushion blow of rising bond yields For European commercial property markets outside of the currency union, occupier conditions appear to be strengthening gradually, while investment markets have cooled. We expect these trends to... 28th November 2013 · 1 min read
Europe Commercial Property Outlook 2014: A year of stability for euro-zone property The latest economic and property market data from the single currency region sit comfortably with our forecasts that commercial property in the euro-zone faces a further year of stability in rental... 28th November 2013 · 1 min read
Europe Data Response Euro-zone EC Survey, German Unemp. (Nov.) & Spa. GDP (Q3) November’s rise in the EC’s euro-zone Economic Sentiment Indicator (ESI) is a comforting sign given the recent falls in other indicators, like the composite PMI, but we still expect the recovery to... 28th November 2013 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Oct.) There remains little sign that a pick-up in euro-zone bank lending to help support the fragile economic recovery is taking place. 28th November 2013 · 1 min read
Europe Data Response Swiss GDP (Q3) Q3’s Swiss GDP figures confirm that the economy is continuing to withstand the effects of the strong currency. But growth remains steady rather than spectacular. 28th November 2013 · 1 min read
Nordic & Swiss Data Response Swiss GDP (Q3 13) Q3’s Swiss GDP figures confirm that the economy is continuing to withstand the effects of the strong currency. But growth remains steady rather than spectacular. 28th November 2013 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Nov.) While Greece and Ireland remain ahead of their fiscal consolidation targets, Italy appears set to record a larger than planned deficit this year. 27th November 2013 · 1 min read
Europe Economics Weekly External sector won’t drive the recovery September’s euro-zone trade data and November’s PMI surveys, both released last week, gave mixed signals on how the euro-zone’s external sector is developing. Whilst the survey data suggested that... 25th November 2013 · 1 min read
