Europe Chart Pack Europe Chart Pack (August 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 3rd August 2023 · 1 min read
Europe Chart Pack Europe Chart Pack (July 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 7th July 2023 · 1 min read
Europe Chart Pack Euro-zone recession to drag on The euro-zone has fallen into recession, albeit only by the finest of margins – the economy contracted by 0.1% q/q in both Q4 last year and Q1 this year. The consensus view is that the worst is now... 9th June 2023 · 10 mins read
Europe Chart Pack Core inflation too high for ECB to stop hiking April’s inflation data provided little sign that underlying price pressures are easing. Admittedly, the core rate edged down from 5.7% y/y in March to 5.6%, which was the first decline in 15 months... 5th May 2023 · 10 mins read
Europe Chart Pack Banking troubles won’t stop ECB hiking to 4% We think that the recent stress in the banking sector has had little impact on the outlook for monetary policy in the euro-zone. While there were significant outflows of bank deposits in the five... 11th April 2023 · 11 mins read
Europe Chart Pack Q4 collapse in domestic demand a bad omen Recent evidence about the health of the euro-zone economy has been mixed. National figures released so far suggest industrial production rebounded in January but retail sales remained very weak. And... 8th March 2023 · 10 mins read
Europe Chart Pack Tighter monetary policy starting to bite The latest business surveys suggest that the euro-zone will stagnate or suffer only a mild recession, but the money and credit data paint a much gloomier picture. Net lending was negative in December... 7th February 2023 · 10 mins read
Europe Chart Pack Worst case scenarios avoided, but outlook still poor There has been a further slight improvement in prospects for the euro-zone in recent weeks. Business surveys suggest that activity is no longer contracting sharply, headline inflation seems to be past... 10th January 2023 · 11 mins read
Europe Chart Pack ECB to keep hiking as stagflation intensifies The latest activity indicators show that the economy contracted in October, and the forward-looking measures of new orders and expectations suggest that the downturn will get worse. We have pencilled... 8th November 2022 · 11 mins read
Europe Chart Pack Recession will be deeper than most expect A recession has looked unavoidable for some time and we now think it will be deeper than most anticipate. Manufacturing output is already declining and services activity is slowing. What’s more... 6th October 2022 · 11 mins read
Nordic & Swiss Chart Pack Price pressures to keep central banks in hawkish mood Consumer price inflation has continued to accelerate in Switzerland and across the Nordics, adding to the pressure on central banks to tighten monetary policy more aggressively. In Switzerland... 14th September 2022 · 4 mins read
Europe Chart Pack ECB to press on with rate hikes as gas crisis intensifies European gas prices have been on a rollercoaster ride over the past month, rising to a peak of €340/MWh before falling back to around €240 to leave them about 50% higher than at the time of the ECB’s... 7th September 2022 · 11 mins read
Europe Chart Pack Slowing sharply amid high inflation Euro-zone GDP increased by more than we had expected in Q2 as reopening effects boosted the services sector, particularly in the southern countries. But things have already taken a turn for the worse... 4th August 2022 · 10 mins read
Europe Chart Pack Inflation pressures remain intense The latest data suggest that underlying inflationary pressures in the euro-zone remain intense. Although core inflation edged down from 3.8% in May to 3.7% in June, this appeared to be down to... 6th July 2022 · 10 mins read
Europe Chart Pack Tailwinds fading, headwinds building With some important exceptions, including the German manufacturing sector, economic activity seems to have held up a little better than we had feared so far in Q2. We don’t think this will last. The... 7th June 2022 · 10 mins read
Nordic & Swiss Chart Pack Rising CPI expectations occupying minds at Riksbank Just as policymakers at the ECB are becoming more concerned about inflation expectations, the rise in expectations in Sweden is giving the Riksbank plenty to fret about too. The Bank’s preferred... 13th May 2022 · 5 mins read
