Europe Chart Pack Euro-zone recovery starting to falter Recent falls in euro-zone leading economic indicators suggest that the recovery in the region as a whole may be starting to falter. Admittedly, despite falling for a the third time in four months in... 4th May 2011 · 1 min read
Europe Commercial Property Update Will retail continue to be investors' sector of choice in Europe? In Q1 2011, the retail sector accounted for the greatest share of total European commercial property investment market activity. However, this morning’s dreadful retail sales data are consistent with... 4th May 2011 · 1 min read
Europe Economics Weekly Greek default worries deepen Last week was another bad one for Greece. Markets are now increasingly convinced not only that Greece will default, but that it may happen before the European Stabilisation Mechanism comes into... 2nd May 2011 · 1 min read
ECB Watch "Strong vigilance" would signal June hike With recent communications from the ECB maintaining a distinctly hawkish tone, President Trichet could use Thursday’s post rate-announcement press conference to signal that the next hike in interest... 28th April 2011 · 1 min read
Europe Commercial Property Update Tighter credit to weigh on the commercial property recovery Today’s ECB Bank Lending Survey makes disappointing reading for the commercial property market. The renewed tightening in credit conditions to both households and firms adds to the case for expecting... 27th April 2011 · 1 min read
Europe Economics Focus Is the euro doomed to fail? The deepening problems in the euro-zone’s peripheral economies beg the question of whether the single currency union is doomed to fail. If failure means that it does not survive and prosper in its... 27th April 2011 · 1 min read
Europe Data Response German Flash CPI (Apr.) April’s sharp rise in the German CPI inflation figures will do nothing to ease the ECB’s concerns over rising inflationary pressures. But the pick-up is not quite as alarming as it initially seems. 27th April 2011 · 1 min read
Europe Economic Outlook Two-speed recovery set to slow The European economic recovery has remained very much of the two-speed variety as the eurozone’s core economies and some countries outside the single currency area have grown robustly, while the... 27th April 2011 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Apr.) Official public finances data for 2010 confirmed that while the core economies are making clear progress to rein in their budget deficits, the periphery’s fiscal problems are far from over. 26th April 2011 · 1 min read
Europe Economics Weekly Will the euro ever fall? The further rise in the euro against the US dollar, in the face of speculation that a euro-zone country might default on its debts in the foreseeable future, might seem to indicate that the single... 25th April 2011 · 1 min read
Non-Euro Europe Commercial Property Outlook Non-euro-zone markets will outperform in 2011 and 2012 Within non-euro-zone Europe, commercial property markets in Emerging Europe look set to deliver the highest total returns in both the short and the medium term. We expect Russia and Turkey to record... 21st April 2011 · 1 min read
Europe Data Response German Ifo Survey (Apr.) April’s Ifo survey added to the recent tentative evidence that the super-strong German economic recovery is starting to come off the boil a little bit. 21st April 2011 · 1 min read
Europe Commercial Property Outlook Too soon to look for a recovery in peripheral markets Since our previous Analyst we have become a little more optimistic about the potential for returns in some of the core euro-zone commercial property markets such as Germany, France and Belgium, as... 20th April 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Apr.) The flash euro-zone Purchasing Managers’ Index (PMI) for April confirmed that economic activity in the region as a whole is still defying the continued problems in the periphery. 19th April 2011 · 1 min read
Europe Economics Weekly Debt restructuring fears grow Hopes that a Portuguese bail-out would mark a major turning point in the euro-zone’s sovereign debt crisis took a blow last week as comments from euro-zone officials led to renewed concerns about... 18th April 2011 · 1 min read
