Europe Data Response German ZEW & Euro-zone Bank Lending Survey (Jan.) January’s rise in ZEW investor sentiment showed that confidence in the German economy was holding up well despite fears for Greece. But investors may take a dimmer view following this week’s Greek... 20th January 2015 · 1 min read
Europe Data Response Euro-zone Trade (Nov.) The widening of the euro-zone trade surplus in November to another record high encouragingly reflected a small rise in exports rather than the weakness of imports, suggesting that exporters are... 15th January 2015 · 1 min read
Europe Data Response Euro-zone Industrial Production (Nov.) The small increase in euro-zone industrial production in November suggests that industry may well have fared better in Q4. But it does little to alter the picture of widespread weakness in the region... 14th January 2015 · 1 min read
Europe Data Response Swedish CPI (Dec.) The fall in Sweden’s headline inflation rate in December was smaller than expected but it is unlikely to alleviate the pressure on the Riksbank to take bolder action to boost inflation. 13th January 2015 · 1 min read
Nordic & Swiss Data Response Swedish CPI (Dec. 14) The fall in Sweden’s headline inflation rate in December was smaller than expected but it is unlikely to alleviate the pressure on the Riksbank to take bolder action to boost inflation. 13th January 2015 · 1 min read
Europe Data Response German, French and Spanish Industrial Production (Nov.) November’s country data on industrial production and trade suggest that the euro-zone’s major economies have continued to stagnate at best, increasing the threat of a prolonged bout of deflation in... 9th January 2015 · 1 min read
Europe Data Response Euro-zone EC Survey (Dec.) & EZ Retail Sales (Nov.) December’s EC business and consumer survey did little to alter the picture of weak euro-zone GDP growth at the end of 2014 and suggested that renewed concerns about Greece and Russia offset the... 8th January 2015 · 1 min read
Europe Data Response Euro-zone Flash CPI (Dec.) & Unemployment (Nov.) December’s sharp drop in euro-zone inflation into negative territory could herald the start of a prolonged and damaging bout of deflation in the currency union, which may in turn threaten to re-ignite... 7th January 2015 · 1 min read
Europe Data Response Euro-zone Final PMIs (Dec.) The downward revision to December’s euro-zone PMI added to signs that the economy is barely expanding. And with the price indices highlighting the threat of deflation, the ECB remains under intense... 6th January 2015 · 1 min read
Europe Data Response German Ifo Survey (Dec.) December’s German Ifo survey provided some comfort that recent overseas events have not yet hit the economy, but remains consistent with only weak rates of expansion. 18th December 2014 · 1 min read
Europe Data Response German ZEW Survey (Dec.) & Euro-zone Trade (Oct.) December’s sharp rise in German ZEW investor sentiment is an encouraging sign that confidence has so far not been hit by renewed problems in Greece, but the improvement is at odds with the weakness of... 16th December 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Dec.) December’s flash euro-zone PMI survey suggested that the euro-zone economy probably lost steam in the fourth quarter and maintained the pressure on the ECB to deliver a major policy boost at its next... 16th December 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (Oct.) & Employment (Q3) Euro-zone industrial data for October and employment figures for Q3 confirmed that, even before the resurgence of the Greek crisis and associated political and economic uncertainty, underlying... 12th December 2014 · 1 min read
Europe Data Response Ireland GDP (Q3) Ireland’s small gain in GDP in Q3 leaves it on track to expand by close to 5% this year. But the published data may exaggerate the underlying strength of the economy. 11th December 2014 · 1 min read
Europe Data Response Swedish CPI (Nov.) The renewed fall in Sweden’s headline inflation rate in November will maintain the pressure on the Riksbank to push back the date at which it first expects to raise rates from the middle of 2016 when... 11th December 2014 · 1 min read
Nordic & Swiss Data Response Swedish CPI (Nov. 14) The renewed fall in Sweden’s headline inflation rate in November will maintain the pressure on the Riksbank to push back the date at which it first expects to raise rates from the middle of 2016 when... 11th December 2014 · 1 min read
