Europe Data Response German Flash CPI (Jan.) The further rise in German CPI inflation in January is likely to add to the ECB’s worries about building inflationary pressures. But the chances of inflation reaching the levels seen in mid 2008, when... 27th January 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (Jan.) January’s EC business and consumer survey adds to evidence that the euro-zone economy has made a pretty good start to the year. But the recovery remains heavily reliant on the industrial and external... 27th January 2011 · 1 min read
Europe Commercial Property Update Is German retail property really Europe's best bet? Survey evidence suggests that German commercial property, retail in particular, is now at the top of cross-border investors’ target lists, while the UK has slid down the rankings. This shift in... 27th January 2011 · 1 min read
Europe Economics Focus Will the Emerald Isle ever regain its sparkle? The recent bail-out and banking support measures may have pulled Ireland back from the brink of imminent disaster. But the economy and the public finances remain in an extremely precarious position... 26th January 2011 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Jan.) Most of the peripheral euro-zone economies appear to have made some inroads into their large budget deficits last year, with Spain taking the lead. 25th January 2011 · 1 min read
Recoveries to lose momentum in 2011 There are few signs that the euro-zone recovery has yet to encompass domestic demand. Therefore, as the boost to growth from exports fades, all member states will see growth slow to some extent in... 25th January 2011 · 1 min read
Europe Economics Update Spanish bank plans unlikely to be a game changer News that the Spanish Government will force the troubled banks to boost their capital ratios is an encouraging sign that it is trying to tackle the economy’s fundamental problems. But we doubt that... 25th January 2011 · 1 min read
Europe Economics Update Ireland's political turmoil not as disastrous as it seems Ireland’s coming general election provides hope that months of political uncertainty may be about to end. But whatever the outcome, the economy and public finances will remain in a precarious state. 24th January 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Jan.) January’s PMI surveys suggest that the euro-zone has made a pretty solid start to the year. But the upbeat data for the euro-zone as a whole continue to mask wide divergences between the region’s core... 24th January 2011 · 1 min read
Europe Economics Weekly EFSF plans won't solve the crisis European policymakers’ hopes of preventing the peripheral debt crisis from escalating further are continuing to focus heavily on the role of the European Financial Stability Facility (EFSF). Not only... 24th January 2011 · 1 min read
Europe Economics Weekly EFSF plans won't solve the crisis European policymakers’ hopes of preventing the peripheral debt crisis from escalating further are continuing to focus heavily on the role of the European Financial Stability Facility (EFSF). Not only... 21st January 2011 · 1 min read
Europe Economics Update Will Portugal's presidential election add fuel to the fire? Portugal has survived its first market tests of 2011 and resisted pressure to accept outside support. But with government bond yields still at very high levels, the Government’s struggle to go without... 21st January 2011 · 1 min read
Europe Data Response German Ifo Survey (Jan.) January’s Ifo index echoes the upbeat tone of most of the other short-term indicators on the German economy, including the ZEW survey released earlier this week. 21st January 2011 · 1 min read
Europe Economic Outlook Growth to falter as the fiscal crisis deepens The European economy has largely shrugged off the ongoing fiscal crisis in the euro-zone periphery and continued to expand at a healthy pace. But while the improvement in the global environment and... 20th January 2011 · 1 min read
Europe Data Response German ZEW (Jan.) January’s healthy rise in the headline German ZEW index suggests that, for now at least, investor sentiment is continuing to be buoyed by the upbeat economic data and the weaker euro. 18th January 2011 · 1 min read
Europe Economics Weekly ECB boxes with shadows In adopting a more hawkish tone last week, when core euro-zone inflation is running at just 1.1%, the ECB has increased doubts over its ability to grasp the seriousness of the situation facing the... 17th January 2011 · 1 min read
