Europe Data Response Euro-zone Flash CPI (Jan.) & Unemployment (Dec.) The latest euro-zone unemployment and inflation data maintained the pressure on the ECB to do more to ward off deflation risks, perhaps as soon as next week. 31st January 2014 · 1 min read
ECB Watch ECB needs to follow words with action With the strong euro maintaining the risk of deflation in the euro-zone and inter-bank interest rates edging higher, the ECB’s Governing Council will need to follow up President Mario Draghi’s dovish... 30th January 2014 · 1 min read
Europe Data Response Euro-zone EC Survey & ECB Bank Lending Survey (Jan.) The rise in the European Commission’s Economic Sentiment Indicator (ESI) in January echoed the message of other closely watched euro-zone survey indicators that the economic recovery is building... 30th January 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Dec.13) Euro-zone bank lending remained very weak in December, suggesting that the banking sector is still a significant drag on the region’s recovery. 29th January 2014 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Jan.) The latest fiscal data suggest that, last year, the smaller peripheral economies made significantly better fiscal progress than Italy or Spain. 29th January 2014 · 1 min read
Europe Economics Update ECB loan buying plan won't dampen deflation risks Hints from Mario Draghi that the European Central Bank (ECB) may consider purchasing bank loans do not reduce the growing risks of deflation in the euro-zone. 28th January 2014 · 1 min read
Europe Economics Weekly Housing rebound to provide some support to recovery Data released over the last week point to a brightening outlook for euro-zone households, not least because the region’s housing market downturn may be easing. But given the state of households’... 27th January 2014 · 1 min read
Global Economics Update Euro-zone recovery offset by slowdown in China Business surveys published today suggest that the euro-zone recovery gained momentum in January, while China's manufacturing slowdown has continued. 23rd January 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Jan.) January’s euro-zone flash PMIs suggested that the region’s weak recovery is gathering pace. But pressure will remain on the ECB to ease policy further in the coming months. 23rd January 2014 · 1 min read
Europe Economics Weekly Is industry defying the strong euro? Not only did November's industrial production figures indicate that euro-zone GDP may have risen more strongly in Q4 than in Q3, but they also suggested that the euro's strength is not overwhelming... 20th January 2014 · 1 min read
Europe Economic Outlook Deflation dangers cast shadow over recovery The European economy looks set for another year of weak growth in 2014, with the euro-zone likely to do little more than stagnate. Against that background, the European Central Bank (ECB) is likely to... 15th January 2014 · 1 min read
Europe Data Response Euro-zone Trade (Nov.) The latest euro-zone trade data confirm that the external sector continues to struggle against the strong euro. This will add to pressure on the ECB to take further policy action in the coming months. 15th January 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (Nov.) While November’s euro-zone industrial production figures provided hope that the economy regained a bit of momentum towards the end of last year, they don’t negate the need for more policy action from... 14th January 2014 · 1 min read
Europe Economics Weekly Is QE finally on the way? Last week’s assertions from Mario Draghi that the ECB stands ready to use all instruments allowed by the EU Treaty looked like a hint that it is finally considering engaging in quantitative easing... 13th January 2014 · 1 min read
Europe Economics Update Draghi prepares the ground for more action President Draghi’s repeated assertions at today’s press conference that the ECB stands ready to use all instruments allowed by its Treaty suggested that more policy action is on the way. While another... 9th January 2014 · 1 min read
Europe Data Response Euro-zone EC Survey (Dec.) & German IP (Nov.) December's European Commission (EC) monthly business and consumer survey suggested that the euro-zone economy may have gained a bit more momentum towards the end of last year. But the outlook is still... 9th January 2014 · 1 min read
