Europe Data Response Euro-zone Industrial Production (Mar.) March’s euro-zone industrial production figures add to evidence that the recovery in the sector is starting to lose a bit of steam. This supports our view that GDP growth is likely to be pretty... 12th May 2011 · 1 min read
Europe Data Response German Industrial Production (Mar.) March’s German industrial production figures add to other signs that the wider economy made a strong start to the year. But there is growing evidence that the industrial recovery may have started to... 6th May 2011 · 1 min read
Europe Data Response Spanish GDP (Bank of Spain Estimate, Q1) Initial estimates of Spanish GDP growth in Q1 suggest that the economy continued to expand at the start of this year, but only just. There remains a risk of a “double dip”, which could prompt Spain to... 6th May 2011 · 1 min read
Europe Data Response German Flash CPI (Apr.) April’s sharp rise in the German CPI inflation figures will do nothing to ease the ECB’s concerns over rising inflationary pressures. But the pick-up is not quite as alarming as it initially seems. 27th April 2011 · 1 min read
Europe Data Response German Ifo Survey (Apr.) April’s Ifo survey added to the recent tentative evidence that the super-strong German economic recovery is starting to come off the boil a little bit. 21st April 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Apr.) The flash euro-zone Purchasing Managers’ Index (PMI) for April confirmed that economic activity in the region as a whole is still defying the continued problems in the periphery. 19th April 2011 · 1 min read
Europe Data Response Euro-zone CPI (Final, Mar.) & Trade (Feb.) March’s rise in headline euro-zone CPI inflation, which was down to a pick-up in core inflation, is not as alarming as it may seem. But it will do nothing to ease the ECB’s concerns about building... 15th April 2011 · 1 min read
Europe Data Response Euro-zone Ind Prod. (Feb 11) February’s euro-zone industrial production figures provide tentative signs that the recovery in the sector is starting to lose momentum. 13th April 2011 · 1 min read
Europe Data Response German ZEW (Apr.) April’s fall in the headline German ZEW index does little to alter our view that the German economy will continue to grow at a pretty robust pace over the coming months. 12th April 2011 · 1 min read
Europe Data Response German Industrial Production (Feb.) February’s German industrial production figures confirm that the economy’s impressive expansion has continued in the early months of 2011 and that Germany remains the euro-zone’s best performing... 7th April 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI (Mar.) March’s euro-zone inflation figures increased the likelihood that next week’s ECB rate hike will not be a one-off. But the weakness of underlying price pressures in the region suggests that a major... 31st March 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (Mar.) March’s fall in the EC measure of business and consumer sentiment provides some tentative signs that the euro-zone recovery may begin to slow before too long, suggesting that an April rate hike by the... 30th March 2011 · 1 min read
Europe Data Response German Flash CPI (Mar.) The latest German CPI inflation numbers are unlikely to provide the ECB with a great deal of comfort. Accordingly, it remains virtually inevitable that the Bank pushes ahead with its April interest... 29th March 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Mar.) March’s small fall in the euro-zone composite PMI does little to alter the view that the economy made a strong start to 2011 and that the ECB will push ahead with its planned interest rate hike in... 24th March 2011 · 1 min read
Europe Data Response Euro-zone CPI (Final, Feb.) & Labour Costs (Q4.) February’s final euro-zone CPI inflation figures revealed that the rise in the headline rate was once again down to energy and food. With core inflation still very subdued and global concerns building... 16th March 2011 · 1 min read
Europe Data Response German ZEW (Mar.) & Euro-zone Employment (Q4) March’s small fall in the headline German ZEW index suggests that investor sentiment might be starting to ease in response to the ECB’s increasingly hawkish stance and global concerns. But this does... 15th March 2011 · 1 min read
