Nordic & Swiss Data Response Swedish GDP (Q1 14) 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
Europe Data Response Euro-zone EC Survey (May) The renewed rise in the EC’s Economic Sentiment Indicator (ESI) suggests that the euro-zone recovery might gather a little pace in Q2. But growth will probably remain too weak to ward off deflationary... 28th May 2014 · 1 min read
Europe Data Response Danish GDP (Q1) The Danish economy started 2014 strongly. But continued household deleveraging means that growth this year is likely to be more sluggish than the consensus expects. 28th May 2014 · 1 min read
Europe Data Response Swiss GDP (Q1) Q1’s pick-up in Swiss GDP growth is a relief after a weak Q4 and suggests that the economy is still coping with the strong franc. But the threat of prolonged deflation will keep the central bank in... 28th May 2014 · 1 min read
Nordic & Swiss Data Response Swiss GDP (Q1 14) Q1’s pick-up in Swiss GDP growth is a relief after a weak Q4 and suggests that the economy is still coping with the strong franc. But the threat of prolonged deflation will keep the central bank in... 28th May 2014 · 1 min read
Nordic & Swiss Data Response Danish GDP (Q1 14) The Danish economy started 2014 strongly. But continued household deleveraging means that growth this year is likely to be more sluggish than the consensus expects. 28th May 2014 · 1 min read
Europe Data Response German Ifo Survey (May) & GDP Breakdown (Q1) The breakdown of German GDP for Q1 confirmed that the strong quarterly gain was partly down to temporary factors. And the renewed fall in the Ifo Business Climate Indicator in May suggested that the... 23rd May 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (May 14) May’s PMIs suggested that the euro-zone recovery remains lacklustre and highlighted the continued divergence between France and Germany. 22nd May 2014 · 1 min read
Europe Data Response Norwegian GDP (Q1) Norway’s mainland economy continued to hum along at a decent pace in Q1, but the underlying drivers of growth are weakening. 20th May 2014 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q1 14) Norway’s mainland economy continued to hum along at a decent pace in Q1, but the underlying drivers of growth are weakening. 20th May 2014 · 1 min read
Europe Data Response Euro-zone Trade (Mar.) March’s euro-zone trade data confirm that the strong level of the euro continues to act as a significant headwind for euro-zone exporters. This will furnish the ECB with yet another reason to take... 16th May 2014 · 1 min read
Europe Data Response Euro-zone GDP (Q1) The disappointingly modest rise in euro-zone GDP in Q1 will have done little to reduce the risk of deflation in the region and the stark divergence between the major economies only adds to... 15th May 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (Mar.) March’s euro-zone industrial production figures confirmed that industry has made a weak start to 2014, underscoring the fragility of the recovery both in the sector and in the euro-zone economy as a... 14th May 2014 · 1 min read
Europe Data Response German ZEW Survey (May 14) The fifth consecutive decline in ZEW investor sentiment in May suggests that the German economic recovery might not gain much pace from here. 13th May 2014 · 1 min read
Europe Data Response German & Spanish Industrial Production (Mar.14) March’s industrial production data for key euro-zone countries suggested that the recovery in the sector failed to pick up any momentum and that even Germany experienced a modest slowdown. 8th May 2014 · 1 min read
Europe Data Response Euro-zone Retail Sales (Mar.) & Final PMIs (Apr.) March’s retail sales data suggested that the euro-zone economic recovery may finally be broadening out to include households, while the final PMIs for April pointed to a stronger pace of recovery at... 6th May 2014 · 1 min read
