Europe Data Response Euro-zone EC Survey (Aug.) August’s weak EC business and consumer survey added to the evidence that the euro-zone recovery has gone into reverse, perhaps boosting expectations that the ECB’s recent interest rate hikes could... 31st August 2011 · 1 min read
Europe Data Response Spanish GDP (Final, Q2) The final GDP figures from Spain confirmed that its recovery remained sluggish in Q2 and did nothing to alter our view that the economy may tip back into recession before too long. 27th August 2011 · 1 min read
Europe Data Response German Ifo Survey (Aug.) August’s drop in the Ifo measure of business confidence added to the growing evidence that the German economic recovery has faltered. 25th August 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs & German ZEW Survey (Aug.) August’s first business and investor surveys suggest that activity in the euro-zone is stagnating at best. With Germany showing a particularly marked deterioration lately, the region’s strongest... 24th August 2011 · 1 min read
Europe Data Response Norwegian GDP (Q2) Q2’s GDP figures showed that the Norwegian economy expanded at a steady pace and added to evidence that it is less likely to suffer from a “double dip” than some of its European counterparts. Looking... 24th August 2011 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q2 11) Q2’s GDP figures showed that the Norwegian economy expanded at a steady pace and added to evidence that it is less likely to suffer from a “double dip” than some of its European counterparts. Looking... 23rd August 2011 · 1 min read
Europe Data Response Euro-zone GDP (Q2) Q2’s euro-zone GDP figures revealed that the recovery has slowed dramatically. With even the previously healthy core economies now barely expanding, we maintain our far below consensus forecast that... 17th August 2011 · 1 min read
Europe Data Response Euro-zone Industrial Prod. (Jun.) & French & Greek GDP (Q2) June’s euro-zone industrial production data and Q2’s French GDP figures provide further strong indications that economic growth in the region as a whole slowed sharply in Q2. 13th August 2011 · 1 min read
Europe Data Response Italian & Spanish GDP (Q2) & German Industrial Prod. (Jun.) The latest activity data from the euro-zone support our view that the recovery in the region as a whole is slowing sharply and cast further doubt on whether the likes of Italy and Spain can meet their... 6th August 2011 · 1 min read
Europe Data Response Euro-zone Retail Sales (Jun.) & Final Comp. PMI (Jul.) June’s rise in euro-zone retail sales does little to alter our view that consumers remain badly placed to offset the slowdown in other sectors of the economy. 4th August 2011 · 1 min read
Europe Data Response Euro-zone Producer Prices (Jun.) The continued slowdown in producer price inflation, combined with July’s unexpected fall in headline consumer price inflation, supports our view that the ECB will probably keep interest rates on hold... 3rd August 2011 · 1 min read
Europe Data Response Euro-zone Unemployment (Jun.) & Manu. PMI (Final, Jul.) June’s euro-zone unemployment figures provide further evidence that the labour market is starting to weaken in response to the slowdown in the wider economy. 2nd August 2011 · 1 min read
Europe Data Response Belgian GDP (Q2) Q2’s flash Belgian GDP figure, the first release from a euro-zone economy, revealed that the economy expanded at a pretty strong pace. But this does little to change our view that growth in the euro... 30th July 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jul.) July’s euro-zone flash consumer prices figures came as something of a pleasant surprise and provide some support for our view that the ECB may not raise interest rates again over the coming months. 30th July 2011 · 1 min read
Europe Data Response Swedish GDP (Q2) Q2’s GDP figures confirm that Sweden continues to expand at breakneck speed. Although growth will ease in the second half of the year, Sweden will remain one of Europe’s top performers. 30th July 2011 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q2 11) Q2’s GDP figures confirm that Sweden continues to expand at breakneck speed. Although growth will ease in the second half of the year, Sweden will remain one of Europe’s top performers. 29th July 2011 · 1 min read
