Europe Economics Update Slovenia can still save itself from a bail-out Speculation has risen in recent weeks that Slovenia will be forced into some form of euro-zone bailout. But the country can still avoid asking for outside help in dealing with its banking crisis. 11th October 2013 · 1 min read
Europe Data Response French & Italian Ind. Production (Aug.) The latest industrial figures heighten the risk that both the French and Italian economies contracted in Q3, confirming that the euro-zone’s recovery is strongly reliant on Germany. 10th October 2013 · 1 min read
Europe Data Response German Industrial Production (Aug.) Despite the sharp rise in production in August, the German industrial sector will provide the wider economy with a slightly smaller boost in Q3 than Q2. 9th October 2013 · 1 min read
Europe Economic Outlook Growth prospects improve, but crisis unresolved The European economy has shown further signs of recovery, with the euro-zone finally emerging from recession in the second quarter and other parts of the continent also faring better. But growth in... 8th October 2013 · 1 min read
Europe Commercial Property Update Will Spanish property yields close the gap with core markets? The factors which have supported the sharp narrowing of the spread between Spanish and German government bond yields over the past year or so should also be supportive of Spanish property values... 8th October 2013 · 1 min read
Europe Economics Weekly Peripheral labour markets are healing, but very slowly Evidence mounted last week that euro-zone unemployment has peaked. Particularly encouragingly, many of the peripheral economies have now enjoyed several months of falling unemployment. What’s more... 7th October 2013 · 1 min read
Europe Commercial Property Update Are opportunities emerging in European non-prime property? The spreads between non-prime and prime yields in some of Europe’s core property investment markets have widened over the past few years. But without stronger evidence of a sustainable economic... 3rd October 2013 · 1 min read
Europe Economics Update ECB in no hurry to provide further support President Draghi struck a cautiously optimistic tone about the euro-zone’s nascent recovery. But while he made it clear that the ECB stands ready to prevent excessive rises in market interest rates... 2nd October 2013 · 1 min read
Europe Chart Pack Falling inflation increases scope for monetary easing The fall in euro-zone CPI inflation to 1.1% in September – its lowest rate since February 2010 – leaves it well below the ECB’s target of “below, but close to, 2%”. While falling energy inflation has... 2nd October 2013 · 1 min read
Europe Economics Update Are Greece’s privatisation targets flawed? A contentious component of the Greek bail-out package has been its privatisation programme. This Update summarises some of the views expressed at a panel discussion in which Ben May was involved at... 1st October 2013 · 1 min read
Europe Data Response Euro-zone Unemployment (Aug. 13) & Final Manu. PMI (Sep.13) August’s euro-zone unemployment figures provided further tentative signs that labour market conditions are improving. 1st October 2013 · 1 min read
Europe Economics Update Renewed political uncertainty adds to Italy's problems Silvio Berlusconi’s decision to withdraw his support for the coalition Government may not trigger elections. But the fragile political situation highlights the huge challenges that Italy faces just to... 30th September 2013 · 1 min read
Europe Data Response Euro-zone Flash CPI (Sep.) September’s euro-zone flash CPI figures confirmed that the ECB enjoys plenty of room to loosen monetary policy further. 30th September 2013 · 1 min read
Europe Commercial Property Focus Logistics: where are the opportunities? Over the next 5-10 years, we think that capital values in the European logistics sector will be strongest in Hungary, Ireland and the UK, but also above average in Russia and Germany. 30th September 2013 · 1 min read
Europe Economics Weekly Surveys point to positive, but modest, growth in Q3 Last week’s surprise (to most people) decision by the US Federal Reserve not to “taper” its asset purchases has some near-term benefits for the euro-zone. But it does not eliminate the longer-term... 30th September 2013 · 1 min read
Europe Data Response Euro-zone EC Survey (Sep.) September’s European Commission business and consumer survey echoed the message from other recent indicators that the euro-zone economy probably expanded again in Q3. But growth is too slow to resolve... 27th September 2013 · 1 min read
