Nordic & Swiss Data Response Swedish Consumer Prices (Feb. 15) Sweden’s headline inflation rate turned positive in February for the first time in eight months. But deflationary pressures have not disappeared altogether and we continue to think that the Riksbank... 11th March 2015 · 1 min read
Europe Data Response Iceland GDP (Q4) Iceland’s economy continued to expand in Q4, suggesting that the country remains well on the road to recovery. 10th March 2015 · 1 min read
Europe Data Response French & Italian Industrial Production (Jan.) January’s French industrial data support the message from the German and Spanish releases that activity was expanding slowly at the start of the year. But the fall in Italian production suggests that... 10th March 2015 · 1 min read
Nordic & Swiss Data Response Iceland GDP (Q4 14) Iceland’s economy continued to expand in Q4, suggesting that the country remains well on the road to recovery. 10th March 2015 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q4) The second estimate and breakdown of euro-zone GDP in Q4 confirmed that the region’s recovery remained very weak at the end of last year but provided some tentative signs that it is becoming better... 6th March 2015 · 1 min read
Europe Data Response German & Spanish Industrial Production (Jan.) January’s industrial production data suggest that Germany and Spain made a reasonable start to 2015, although there are few signs that the drop in the euro exchange rate is prompting a strong recovery... 6th March 2015 · 1 min read
Europe Data Response Euro-zone Retail Sales (Jan.) & Final PMIs (Feb.) The latest euro-zone retail sales data and PMIs provided reassurance that the euro-zone economic recovery continued at the start of the year. 4th March 2015 · 1 min read
Europe Data Response Swiss GDP (Q4) The Swiss economy posted another healthy expansion in Q4, with both net exports and domestic demand continuing to rise. But the franc’s surge since then may well see the economy back in recession... 3rd March 2015 · 1 min read
Nordic & Swiss Data Response Swiss GDP (Q4 14) The Swiss economy posted another healthy expansion in Q4, with both net exports and domestic demand continuing to rise. But the franc’s surge since then may well see the economy back in recession... 3rd March 2015 · 1 min read
Europe Data Response Euro-zone Flash CPI (Feb.) & Unemployment (Jan.) February’s continued fall in euro-zone consumer prices and the still-high rate of unemployment in January confirm that the ECB faces an uphill battle against the threat of deflation. 2nd March 2015 · 1 min read
Europe Data Response German, Italian & Spanish Flash CPI (Feb.) February’s energy-related increases in inflation in Germany, Spain and Italy did little to reduce the threat of a prolonged bout of deflation in future. Headline rates remain either extremely low or... 27th February 2015 · 1 min read
Europe Data Response Swedish & Danish GDP (Q4) The unexpected surge in Swedish GDP in Q4 confirms that the economy is recovering at a solid pace and reduces the chances of a Japanese-style period of stagnation. But with prices continuing to fall... 27th February 2015 · 1 min read
Nordic & Swiss Data Response Swedish & Danish GDP (Q4 14) The unexpected surge in Swedish GDP in Q4 confirms that the economy is recovering at a solid pace and reduces the chances of a Japanese-style period of stagnation. But with prices continuing to fall... 27th February 2015 · 1 min read
Europe Data Response Euro-zone EC Survey (Feb.) February’s EC business and consumer surveys are consistent with slow and steady growth. But even if this can be sustained as the Greek crisis continues, it will do little to erode the spare capacity... 26th February 2015 · 1 min read
Europe Data Response German Ifo Survey (Feb.) February’s smaller-than-expected rise in the German Ifo index may be an early sign that businesses are worried about the wider effects of the Greek crisis. 23rd February 2015 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Feb.) February’s small rise in the euro-zone composite PMI provided some reassurance that the region’s recovery may have continued in the first quarter of 2015 despite the ongoing crisis in Greece. 20th February 2015 · 1 min read
