Europe Data Response German Industrial Production (Oct.) The further drop in industrial production in October to its lowest level in two decades raises the chances of a triple dip recession in the wider economy. 7th December 2012 · 1 min read
Europe Data Response Euro-zone GDP (Q3) The breakdown of euro-zone GDP in the third quarter brought little cause for optimism regarding the outlook for the region. With timelier indicators giving a universally negative picture, the... 6th December 2012 · 1 min read
Europe Data Response Euro-zone Unemployment (Oct.) & Flash CPI (Nov.) The latest news on the euro-zone labour market and inflation further underlined the general weakness of the region’s economy. 30th November 2012 · 1 min read
Europe Data Response Euro-zone EC Survey (Nov.) November’s EC consumer and business survey does not alter our view that the consensus forecast for the euro-zone economy broadly to stagnate in 2013 is far too optimistic. A deep recession still looks... 29th November 2012 · 1 min read
Europe Data Response Swiss & Swedish GDP (Q3) Swiss and Swedish GDP figures for Q3 showed that the two economies remained resilient despite the euro-zone’s troubles. But while both may avoid deep recessions next year, we expect growth to be much... 29th November 2012 · 1 min read
Nordic & Swiss Data Response Swiss & Swedish GDP (Q3 12) Swiss and Swedish GDP figures for Q3 showed that the two economies remained resilient despite the euro-zone’s troubles. But while both may avoid deep recessions next year, we expect growth to be much... 29th November 2012 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) The slight rise in the flash euro-zone composite purchasing managers’ index (PMI) in November clearly does nothing to alter our view that the recession has intensified in Q4. 22nd November 2012 · 1 min read
Europe Data Response Norwegian GDP (Q3) Despite the fall in overall GDP in Q3, Norway is still weathering the euro-zone debt crisis rather well. 20th November 2012 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q3 12) Despite the fall in overall GDP in Q3, Norway is still weathering the euro-zone debt crisis rather well. 20th November 2012 · 1 min read
Europe Data Response Euro-zone GDP (Q3 12) Q3’s GDP data confirmed that, despite continued growth in Germany and France, the euro-zone as a whole is now officially in recession. We expect the recession to deepen markedly in the coming quarters... 15th November 2012 · 1 min read
Europe Data Response Euro-zone Ind. Prod. (Sep.) & Greek & Portuguese GDP (Q3) September’s plunge in euro-zone industrial production and the weak Greek and Portuguese Q3 GDP data provided additional firm evidence that the region’s economic problems continue to mount. 14th November 2012 · 1 min read
Europe Data Response German Industrial Production (Sep. 12) September’s German industrial production figures poured cold water on recent talk of a recovery in the euro-zone’s biggest economy. 7th November 2012 · 1 min read
Europe Data Response Euro-zone Unemployment (Sep.) & Flash CPI (Oct.) The rise in euro-zone unemployment in September, coupled with the high level of CPI inflation, does not bode well for consumer spending in the latter part of 2012. 31st October 2012 · 1 min read
Europe Data Response Euro-zone EC Survey (Oct.) October’s deterioration in the euro-zone EC business and consumer surveys supported other evidence that the economy started Q4 on a very weak note. The fall in the headline Economic Sentiment... 30th October 2012 · 1 min read
Europe Data Response Euro-zone Composite PMI & German Ifo Survey (Oct.) October’s euro-zone PMI and German Ifo surveys continued to paint a pretty dismal picture of growth prospects in the region as a whole and confirmed that Germany is also suffering. 24th October 2012 · 1 min read