Europe Commercial Property Update Has Swedish industrial yield outperformance run its course? The relative strength of Swedish economic growth in 2010 has helped to push industrial property yields in Stockholm below those in Copenhagen. Although almost unprecedented, with the Swedish economy... 5th January 2011 · 1 min read
Nordic & Swiss Economics Update Iceland still faces major challenges The joke about the differences between Iceland and Ireland (one letter and about six months) might provide some encouragement to the latter in the light of recent signs that Iceland is turning the... 4th January 2011 · 1 min read
Europe Economics Update Iceland still faces major challenges The joke about the differences between Iceland and Ireland (one letter and about six months) might provide some encouragement to the latter in the light of recent signs that Iceland is turning the... 4th January 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Dec.) December’s bigger-than-expected rise in euro-zone CPI inflation probably reflected energy and food effects. Underlying price pressures in the region remain very weak. 4th January 2011 · 1 min read
Europe Economics Weekly Another tough year ahead We have revised up our near-term forecasts for the euro-zone economy in response to improving global economic prospects and signs that domestic demand may be picking up. But with the region’s... 27th December 2010 · 1 min read
Europe Economics Weekly European policymakers still doing the bare minimum The news that EU leaders reached agreement last week on the treaty changes required to establish a “permanent crisis mechanism” in 2013 is unlikely to ease pressures in the peripheral bond markets... 20th December 2010 · 1 min read
Europe Data Response German Ifo Survey (Dec.) & Euro-zone Trade (Oct.) December’s Ifo survey adds to the evidence that the German economy continues to expand at a rapid rate. For Germany at least, the problems in the periphery are for now being more than offset by the... 17th December 2010 · 1 min read
Europe Commercial Property Update Is there any value left in European commercial property markets? A comparison of prime commercial property yields to estimates of their fair value levels presents a mixed picture. While a few seem overvalued, and a few more fairly valued, many still look quite... 17th December 2010 · 1 min read
Europe Economics Update European Council meeting unlikely to mark a turning point This week’s European Council meeting provides policymakers with the chance to prove that they will do whatever is necessary to get the region’s public finances on a stable footing. But in reality... 16th December 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs & Final CPI (Dec.) December’s euro-zone PMI surveys suggested that the economic recovery in the region maintained reasonable momentum towards the end of 2010. 16th December 2010 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank signals more rate hikes to come The Swedish Riksbank responded to the recent strong economic data by raising interest rates today for the fourth time since July. But while further rate hikes are inevitable, we expect monetary policy... 15th December 2010 · 1 min read
Europe Economics Update Swedish Riksbank signals more rate hikes to come The Swedish Riksbank responded to the recent strong economic data by raising interest rates today for the fourth time since July. But while further rate hikes are inevitable, we expect monetary policy... 15th December 2010 · 1 min read
Europe Data Response German ZEW (Dec.), Euro-zone Industrial Production (Oct.) The rise in German ZEW economic sentiment in December and October’s increase in euro-zone industrial production confirm that the euro-zone recovery has not yet run out of steam. 14th December 2010 · 1 min read
Europe Commercial Property Update Why have industrial rental values in Rome been so badly hit? Their high starting point, a large development pipeline and a greater sensitivity to developments in the domestic economy all help to explain the relatively large falls in industrial rental values in... 14th December 2010 · 1 min read
Europe Economics Focus What can euro-zone policymakers do? Euro-zone policymakers face enormous challenges to avoid a near-term financial disaster, reduce governments’ debt burdens in the medium term and foster economic growth. Given the scale of these tasks... 13th December 2010 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Dec.) Most of the peripheral euro-zone economies, excluding Spain, are still struggling to meet their budget deficit targets for this year, suggesting that additional fiscal measures will be needed next... 9th December 2010 · 1 min read
