Europe Data Response German Ifo Survey (Nov.) November’s German Ifo index echoed the message of the ZEW survey and PMI that the economy might have regained a bit of momentum in the fourth quarter. But growth looks set to be steady rather than... 22nd November 2013 · 1 min read
Europe Data Response Euro-zone Flash Consumer Confidence (Nov.) November’s fall in euro-zone consumer confidence adds to signs that the eurozone recovery may have lost some momentum in Q4. 21st November 2013 · 1 min read
Europe Commercial Property Update Are Norwegian property values poised to spike again? Norwegian commercial property outperformed over 2009-12 and has recently accelerated again. Yet with rents now back at or above past peaks and yields at historically low levels, the headroom for... 21st November 2013 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) November’s fall in the euro-zone composite PMI suggests that the region’s anaemic recovery may be losing more steam. 21st November 2013 · 1 min read
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