Europe Data Response Euro-zone Flash CPI (Nov.) & Unemployment (Oct.) The latest news on the euro-zone economy suggests that the recent strength of activity in the region is doing little to raise price pressures or improve conditions in the labour market. 30th November 2010 · 1 min read
Europe Commercial Property Update Will a strong krona derail the recovery in Swedish industrial rents? The recent strength of the Swedish krona has not prevented a modest recovery in industrial rents. Yet, further appreciation looks imminent and the growth outlook in Sweden’s key export markets is weak... 29th November 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Nov.) November’s EC business and consumer survey confirmed that the sovereign debt crisis in Ireland and elsewhere is not yet standing in the way of a broader recovery in the euro-zone economy. But the... 29th November 2010 · 1 min read
Europe Economics Update Irish bailout details provide markets with little comfort The further details of the Irish bailout package and the euro-zone’s permanent crisis resolution mechanism confirm that Germany and other European hardliners are in no mood to make major concessions... 29th November 2010 · 1 min read
Europe Economics Weekly German growth amid peripheral peril Ireland’s bailout and four-year fiscal plan have failed to reduce concerns about the euro-zone’s periphery. In fact, they are spreading again, most worryingly to Spain. While the risk of such a large... 29th November 2010 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Nov.) The latest money and credit figures show that annual lending growth is continuing to pick up. Nonetheless, with the periphery’s banks still in a vulnerable position, the ECB’s plan for a gradual... 26th November 2010 · 1 min read
Europe Data Response German Flash CPI (Nov.) November’s rise in German HICP inflation reflected a temporary boost from the energy and food components. The rate remains low, at 1.6%, and looks set to fall again in the coming months as these... 26th November 2010 · 1 min read
ECB Watch Phasing out support despite peripheral crisis The ECB faces the difficult task this month of weighing up the periphery’s disastrous situation on the one hand and pretty strong growth in the core euro-zone economies on the other. With the region’s... 25th November 2010 · 1 min read
Europe Economics Update Ireland's fiscal plans will do little to ease markets' fears The recent increase in political uncertainty and rising concerns about banks’ near-term funding needs have only added to Ireland’s problems. Indeed, the further details on the shape of the fiscal... 24th November 2010 · 1 min read
Europe Commercial Property Update When will euro-zone office rental values recover their 2008 highs? Reflecting improvements in economic activity, there have recently been isolated reports of rising prime office rental values in parts of the euro-zone. While the floor for rents is now behind us... 24th November 2010 · 1 min read
Europe Data Response German Ifo Survey (Nov.) November’s German Ifo survey suggests that, while the euro-zone’s periphery remains mired in economic gloom, strong German growth is continuing to support the recovery in the region as a whole for now... 24th November 2010 · 1 min read
Europe Economics Update Will Spain be the undoing of the euro-zone? With Ireland finally accepting a bailout, attention has turned to who might be next. Spain’s position is far less precarious, but there are some worrying similarities. And given the economy’s size... 23rd November 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) November’s surprise rise in the euro-zone PMI survey suggests that the economy has continued to expand amid the turmoil in the periphery. 23rd November 2010 · 1 min read
Europe Economics Update Ireland still has a mountain to climb News that Ireland has formally requested financial support has prompted a further drop in Irish bond yields and a small rise in the euro. But Ireland still faces a daunting set of fiscal and economic... 22nd November 2010 · 1 min read
Europe Economics Weekly What will an Irish bailout package look like? Over the past week, it has become increasingly clear that it is now a matter of when, rather than if, Ireland receives some kind of financial support package. But there are still several unanswered... 22nd November 2010 · 1 min read
Europe Economics Update Will Portugal inevitably follow Ireland? With Ireland on the brink of accepting some kind of bail-out, fears of contagion have intensified. While Portugal is clearly the next in line, it is in a better position than Ireland, which means that... 19th November 2010 · 1 min read
