Europe Economics Update Macron’s majority bodes well, but reform won’t be easy The results of the French parliamentary elections revealing that Emmanuel Macron’s La République En Marche has achieved a huge majority bode well for the French economy and for EU relations. But he... 19th June 2017 · 1 min read
Europe Economics Update Macron’s majority bodes well, but reform won’t be easy Results of the first round of French parliamentary elections suggesting that Emmanuel Macron’s La République En Marche will achieve a huge majority bode well for the French economy and for EU... 12th June 2017 · 1 min read
Europe Data Response French Industrial Production & German Trade (Apr.) April’s sharp fall in French industrial production was disappointing in the wake of yesterday’s poor trade data and dims hopes for a strong pick-up in GDP growth in Q2. But German data continue to be... 9th June 2017 · 1 min read
Europe Data Response German Industrial Production & French Trade (Apr.) April’s rise in German production is an encouraging sign that the industrial upturn is back on track, and surveys point to a sharp acceleration to come. 8th June 2017 · 1 min read
Europe Economics Update Parliamentary majority will aid Macron’s reform efforts Emmanuel Macron’s party, La République En Marche, looks set to win a parliamentary majority in elections that kick off this Sunday, diminishing fears of political paralysis. But the path to reform... 6th June 2017 · 1 min read
Europe Data Response Euro-zone Flash PMIs & German Ifo (May) The strength of both the euro-zone Composite PMI and the German Ifo in May provide further evidence that the economic recovery gained pace in Q2. 23rd May 2017 · 1 min read
Europe Economics Update Macron’s cross-party cabinet confirms focus on reform President Emmanuel Macron’s ministerial appointments suggest that he is serious about pushing through economic reforms. However, the challenge of the National Assembly elections looms large and it may... 18th May 2017 · 1 min read
UK Economics Update What does Macron’s victory mean for the UK? Emmanual Macron’s victory in Sunday’s French presidential election is potentially good news for the UK economy and might also provide the best background for the Brexit negotiations. 10th May 2017 · 1 min read
Europe Economics Update Can Macron succeed where others have failed? New French President Emmanuel Macron has a better chance than his predecessors of overhauling France’s sclerotic labour market and bloated public sector. But he may still have to dilute some of his... 10th May 2017 · 1 min read
Europe Economics Update Macron victory provides relief but challenges remain Yesterday’s election of centrist liberal Emmanuel Macron as the next French President bodes well for the revitalisation of France’s lacklustre economy and the European project more generally. But he... 8th May 2017 · 1 min read
Europe Economics Weekly Will Macron galvanise the French economy? Centrist liberal Emmanuel Macron looks set to comfortably defeat populist eurosceptic Marine Le Pen in Sunday’s final round of France’s presidential election and might even manage to secure a... 5th May 2017 · 1 min read
Europe Chart Pack A rising tide lifts all boats Survey data suggest that economic momentum among the major euro-zone economies has converged in 2017. Indeed, in April the spread between the Composite PMIs for Germany, France, Italy and Spain was... 4th May 2017 · 1 min read
Europe Economics Update Macron’s labour reforms now look more achievable Centrist presidential candidate Emmanuel Macron reaffirmed his proposals to overhaul the French labour market in last night’s head-to-head television debate with his rival Marine Le Pen. While his... 4th May 2017 · 1 min read
Europe Economics Update Has Marine Le Pen gone soft on “Frexit”? National Front presidential candidate Marine Le Pen has often been at pains throughout this election campaign to avoid the topic of a French exit from the European Union and the euro. But this is... 3rd May 2017 · 1 min read
Europe Economics Update Will France’s economy help Macron or Le Pen? We think that the French economy is in better shape than data released this week suggest. On balance, its underlying health should boost support for the centrist presidential candidate Emmanuel Macron... 28th April 2017 · 1 min read
Europe Data Response France, Spain & Austria GDP (Q1, 1st est.) Provisional Q1 GDP data for France, Spain and Austria suggest that euro-zone economic growth accelerated at the start of 2017. And the slower growth in France in Q1 should prove temporary. 28th April 2017 · 1 min read
