Europe Commercial Property Update Are we too downbeat on office rent prospects in Germany and Geneva? Survey evidence suggests that the main German cities, as well as Geneva and Moscow, are the current, preferred destinations for firms looking to expand into new markets. Yet while this points to a... 15th October 2011 · 1 min read
Europe Data Response Euro-zone Industrial Production (Aug.) August’s rise in euro-zone industrial production suggests that, for now at least, the sector is continuing to prop up the wider recovery. But this is unlikely to last. 13th October 2011 · 1 min read
Europe Commercial Property Update Ireland's strong economic growth has yet to revive occupier demand Ireland’s robust rebound in economic output so far this year does not appear to have meaningfully improved the health of Dublin’s commercial property occupier markets. Although rents may now have... 13th October 2011 · 1 min read
Global Markets Update Euro still likely to slide further The dollar’s recovery against the euro may have paused but the outlook for the European single currency remains poor. The relative prospects for monetary policy and the risks of a renewed escalation... 12th October 2011 · 1 min read
Europe Economics Weekly Banks’ capital needs could be greater than feared The ECB took some fairly bold steps to improve commercial banks’ liquidity last week. But given the growing likelihood of default by some euro-zone governments, fears about banks’ solvency have surged... 11th October 2011 · 1 min read
Europe Data Response German Industrial Production (Aug.) August’s fall in German industrial production supports other evidence that the recovery in what was previously the strongest sector of the euro-zone’s strongest economy has gone into reverse. 8th October 2011 · 1 min read
Europe Commercial Property Update German industrial property looks vulnerable to a shift in sentiment For now, the risks of a marked fall in prime industrial rental values in Germany look low, despite the recent downbeat industrial data. But the comparatively low level of industrial yields in Germany... 8th October 2011 · 1 min read
Europe Economics Update ECB supports banks, but drags heels on rates The ECB today opted to focus on unconventional rather than conventional monetary policy measures, leaving interest rates on hold but substantially increasing its support for the banking sector. But... 7th October 2011 · 1 min read
Europe Commercial Property Update Which markets are most at risk from excess retail supply? Yesterday’s retail sales data showed that domestic demand is weakening across most of Europe. And there is little reason to expect the pace of household spending to improve in 2012. Against that... 7th October 2011 · 1 min read
Europe Chart Pack Rise in inflation will be short-lived September’s data revealed a sharp rise in euro-zone HICP inflation from 2.5% to 3.0%, which appears to have been driven by a renewed rise in core price pressures as well as energy inflation. With... 7th October 2011 · 1 min read
Europe Economics Update Greek budget does not eliminate near-term default risks New fiscal measures announced by the Greek Government may have reduced the risks of an imminent disorderly default. But policymakers still face a battle to agree a deal to cover Greece’s financing... 5th October 2011 · 1 min read
Europe Economics Weekly No closer to resolving the crisis On the face of it, developments last week might have suggested that policymakers are inching closer to resolving the euro-zone crisis. However, the most radical suggestions have come from outside the... 4th October 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI & Unemployment (Sep./Aug.) On the face of it, the latest euro-zone CPI inflation and unemployment numbers would appear to reduce the chance of an imminent ECB rate cut. But with the economy on the cusp of recession and the debt... 1st October 2011 · 1 min read
Europe Commercial Property Update Oslo office rental outperformance close to an end The office market in Oslo has been one of Europe’s star performers over the past year. Yet, there are good reasons to believe that the best of Oslo’s office occupier recovery may now be behind us... 1st October 2011 · 1 min read
Europe Economics Focus Is Italy close to buckling? Italy’s recent austerity measures and ECB purchases of government bonds have brought Italy back from the brink. But we still think that Italy may eventually default, with huge repercussions for the... 30th September 2011 · 1 min read
Global Markets Update Back to the barber? Given further falls in the prices of Greek government bonds (GGBs), it is little wonder some governments are reportedly seeking to renegotiate the terms of the debt exchange that was proposed for... 30th September 2011 · 1 min read
