Europe Data Response

German Ifo Survey (Jun.)

June’s Ifo survey added to signs that German GDP growth may already be slowing at what should have been an early stage of the recovery.

24th June 2014 · 1 min read

Europe Data Response

Euro-zone Flash PMIs (Jun.)

June’s PMIs suggested that the euro-zone recovery only gained a little momentum in Q2 and highlighted the continued divergence between France and Germany.

23rd June 2014 · 1 min read

Europe Data Response

German ZEW Survey (Jun.) & Euro-zone Labour Costs (Q1)

June’s fall in ZEW economic expectations suggested that investors were unimpressed by recent ECB action and added to signs that the German recovery is nearing a peak.

17th June 2014 · 1 min read

Europe Data Response

Euro-zone Trade (Apr.) & Employment (Q1)

April’s euro-zone trade data suggested that the strong euro continues to undermine export growth, highlighting that the ECB still has more to do to support the recovery.

13th June 2014 · 1 min read

Europe Data Response

Euro-zone Industrial Production (Apr.)

April’s rise in euro-zone industrial production suggests that industry is strengthening after a weak start to the year. But the recovery remains weak by historical standards.

12th June 2014 · 1 min read

Europe Data Response

French & Italian Ind. Production (Apr.)/ Italian GDP (Q1)

Today’s Italian Q1 GDP breakdown and industrial production data suggested that the economy might return to growth in Q2. But France’s latest industrial production figures show that the recovery there...

10th June 2014 · 1 min read

Europe Data Response

Iceland GDP (Q1)

The small fall in Icelandic GDP in the first quarter of 2014 was somewhat disappointing but we do not think that this marks the start of a renewed deterioration in the economy.

6th June 2014 · 1 min read

Europe Data Response

German Industrial Production & Trade (Apr.)

April’s German industrial production and trade data added to signs that the recovery in the euro-zone’s largest economy may already be slowing.

6th June 2014 · 1 min read

Nordic & Swiss Data Response

Iceland GDP (Q1 14)

The small fall in Icelandic GDP in the first quarter of 2014 was somewhat disappointing but we do not think that this marks the start of a renewed deterioration in the economy.

6th June 2014 · 1 min read

Europe Data Response

Euro-zone Retail Sales (Apr.) & Ger. Factory Orders (Apr.)

April’s retail sales data suggested that euro-zone consumers may be beginning to return to the high-street, although so far this seems to have come at the expense of non-retail spending.

5th June 2014 · 1 min read

Europe Data Response

Finland GDP (Q1)

Q1 GDP data confirmed that Finland’s economy is still struggling to exit its recession. Indeed, it now seems that 2014 will mark the third straight year of economic contraction for the northernmost...

5th June 2014 · 1 min read

Nordic & Swiss Data Response

Finland GDP (Q1 14)

Q1 GDP data confirmed that Finland’s economy is still struggling to exit its recession. Indeed, it now seems that 2014 will mark the third straight year of economic contraction for the northernmost...

5th June 2014 · 1 min read

Europe Data Response

Euro-zone GDP Breakdown (Q1), Final PMI (May) & PPI (Apr.)

The latest batch of data on the euro-zone maintained the strong pressure on the ECB to provide further policy stimulus at tomorrow’s Governing Council meeting.

4th June 2014 · 1 min read

Europe Data Response

Euro-zone Flash CPI (May) & Unemployment (Apr.)

May’s fall in euro-zone inflation and the still high level of unemployment in April will add to the pressure on the ECB to provide more policy support in order to address the growing risks of...

3rd June 2014 · 1 min read

Europe Data Response

Swedish GDP (Q1)

Q1’s small fall in Swedish GDP was little surprise after its sharp rise in Q4. But while the economy’s underlying growth is decent, the Riksbank might yet ease policy again in order to ward of...

30th May 2014 · 1 min read