Europe Data Response German & Italian Industrial Production (Oct.) October’s German and Italian industrial production data do little to alter the likelihood that the euro-zone has fallen back into recession in the fourth quarter. 7th December 2011 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q3) The breakdown of euro-zone Q3 GDP does nothing to alter our view that the region is on the brink of another deep recession. 6th December 2011 · 1 min read
Europe Data Response Swiss GDP (Q3) Q3’s Swiss GDP figures confirmed that the economy is finally beginning to suffer from the franc’s strength. With the currency remaining strong and demand from the eurozone set to slump, the economy... 1st December 2011 · 1 min read
Nordic & Swiss Data Response Swiss GDP (Q3 11) Q3’s Swiss GDP figures confirmed that the economy is finally beginning to suffer from the franc’s strength. With the currency remaining strong and demand from the eurozone set to slump, the economy... 1st December 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI & Unemployment (Nov./Oct.) The latest euro-zone data revealed a nasty combination of high inflation and rising unemployment to add to the region’s troubles. 30th November 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (Nov.) November’s EC business and consumer surveys support the message from other timely indicators that the euro-zone is entering a deep recession. 29th November 2011 · 1 min read
Europe Data Response Swedish GDP (Q3) Q3’s GDP figures revealed that, for now at least, the Swedish economy continues to expand rapidly. Nonetheless, we expect the deepening euro-zone debt crisis to hit Sweden before too long, prompting... 29th November 2011 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q3 11) Q3’s GDP figures revealed that, for now at least, the Swedish economy continues to expand rapidly. Nonetheless, we expect the deepening euro-zone debt crisis to hit Sweden before too long, prompting... 29th November 2011 · 1 min read
Europe Data Response German Ifo Survey & GDP Breakdown (Nov./Q3) November’s slightly stronger Ifo survey will do little to ease the growing concerns over the outlook for Germany in the wake of yesterday’s unsuccessful bund auction. 24th November 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) November’s flash PMI surveys provided further support for our view that the damaging effects of the euro-zone’s ongoing debt crisis are likely to push the region’s economy back into a deep and... 23rd November 2011 · 1 min read
Europe Data Response Euro-zone GDP (Q3) & German ZEW (Nov.) The euro-zone’s modest expansion in Q3 could be the last for some time. With more timely indicators already very weak and the debt crisis set to deepen, the risks of another very sharp recession in... 15th November 2011 · 1 min read
Europe Data Response Euro-zone Industrial Production (Sep.) & Portuguese GDP (Q3) September’s plunge in euro-zone industrial production provided the strongest sign yet that the sector is beginning to act as a major drag on the economy. Given this, the problems of the region’s most... 14th November 2011 · 1 min read
Europe Data Response German Industrial Production & EZ Retail Sales (Sep.) September’s falls in German industrial production and euro-zone retail sales confirm that an underlying economic downturn is accompanying the region’s debt crisis. 7th November 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI & Unemployment (Oct./Sep.) The latest euro-zone inflation and unemployment data might leave the hawks at the ECB still concerned about underlying price pressures. 31st October 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (Oct.) October’s fall in the EC measure of business and consumer sentiment adds to the evidence that the recovery is well and truly over and that the region is suffering from far more than a fiscal crisis. 28th October 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Oct.) The steep fall in the euro-zone composite PMI further below the theoretical 50 “no-change” barrier supports our view that the consensus outlook for GDP growth in the region is far too optimistic. 25th October 2011 · 1 min read