Europe Economics Update Euro-zone Fiscal Monitor (Jun.) Although progress is still slow, the latest euro-zone fiscal data provided more evidence that peripheral governments are gradually strengthening their fiscal positions. 2nd July 2014 · 1 min read
Europe Data Response Euro-zone Unemployment (May) & Final Manu. PMI (Jun.) May's unemployment data highlighted that the euro-zone’s economic recovery is still too weak to erode the significant amount of slack in the labour market. 1st July 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (May) May’s small improvement in the euro-zone monetary data will not be enough to shake off concerns that the financial sector is a brake on the recovery and does little to diminish the risk that the... 30th June 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jun.) June’s weak euro-zone inflation figures will add to pressure on the ECB to provide more policy support, particularly given recent signs that the recovery may already be slowing. 30th June 2014 · 1 min read
Europe Economics Weekly Is the euro-zone recovery over already? Last week's euro-zone economic data added to the growing weight of evidence that the fledgling recovery in the currency union - which only really got going a year ago - is already running out of steam... 30th June 2014 · 1 min read
Europe Data Response Euro-zone EC Survey & German CPI estimate (Jun.) June’s EC Business and Consumer Survey added to signs that the euro-zone recovery could be nearing a peak when it has barely begun. 27th June 2014 · 1 min read
ECB Watch ECB on hold to gauge effect of new policies The ECB is very unlikely to unveil additional policy support at its policy meeting on 3rd July as it waits to judge the effect of the raft of measures announced in June. President Draghi is likely to... 26th June 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Jun.) June’s PMIs suggested that the euro-zone recovery only gained a little momentum in Q2 and highlighted the continued divergence between France and Germany. 23rd June 2014 · 1 min read
Europe Economics Weekly Weak wage growth adds to deflation risks Data last week revealed that euro-zone labour costs growth fell to just 0.9% in Q1, adding to evidence of deflationary pressure in the region. The fall in wage growth has not been confined to the... 23rd June 2014 · 1 min read
Europe Data Response German ZEW Survey (Jun.) & Euro-zone Labour Costs (Q1) June’s fall in ZEW economic expectations suggested that investors were unimpressed by recent ECB action and added to signs that the German recovery is nearing a peak. 17th June 2014 · 1 min read
Europe Data Response Euro-zone Trade (Apr.) & Employment (Q1) April’s euro-zone trade data suggested that the strong euro continues to undermine export growth, highlighting that the ECB still has more to do to support the recovery. 13th June 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (Apr.) April’s rise in euro-zone industrial production suggests that industry is strengthening after a weak start to the year. But the recovery remains weak by historical standards. 12th June 2014 · 1 min read
Europe Economics Update More austerity pain to come for euro-zone The EC’s latest batch of country reports shows that the euro-zone has already achieved substantial structural reform and fiscal consolidation. But the region faces several more years of painful reform... 11th June 2014 · 1 min read
Europe Economics Weekly ECB still at the back of the pack While the ECB made a number of announcements last week, the policies involved are not as bold as they might seem. The interest rate cuts were clearly tiny and the decision not to sterilise bond... 9th June 2014 · 1 min read
Europe Commercial Property Update Germany's share of total property investment unlikely to fall this year Euro-zone occupier markets stand to benefit as economic growth becomes broader based across the region. Yet while property investment in most countries should increase as a result, over the next year... 5th June 2014 · 1 min read
Europe Economics Update ECB finally tackling deflation risks, but needs to do more The ECB unveiled an array of policies to boost bank lending and counter deflationary risks today. But there are uncertainties over how effective these policies will be. And while it is good news that... 5th June 2014 · 1 min read
