Europe Data Response Euro-zone Industrial Production (Jan.) January’s euro-zone industrial production data suggest that the sector has made a reasonably solid start to the year. Nonetheless, they add to evidence that the wider economy has grown at a slower... 14th March 2011 · 1 min read
Europe Data Response Italian & Portuguese GDP (Breakdown, Q4) The Italian and Portuguese Q4 GDP expenditure breakdowns add to evidence that the divergence in economic growth between the northern and southern euro-zone economies is unlikely to narrow... 11th March 2011 · 1 min read
Europe Data Response German Industrial Production (Jan.) January’s sharp rise in German industrial production adds to evidence that the recovery in the sector and the wider economy still has plenty of momentum and that Germany will remain the euro-zone’s... 9th March 2011 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q4) & Final Comp. PMI (Feb.) The second estimate of euro-zone Q4 GDP provides some welcome signs that the economic recovery in the region is becoming a little more broad-based. But there are still good reasons to think that the... 3rd March 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI & Unemployment (Feb./Jan.) The latest data on the euro-zone economy brought mixed news in the form of falling unemployment and rising inflation. 1st March 2011 · 1 min read
Europe Data Response Swiss & Swedish GDP (Q4) Q4’s Swiss and Swedish GDP releases confirmed that some of the European economies outside the euro-zone are expanding at a healthy pace. But strong currencies will ensure that the external sectors... 1st March 2011 · 1 min read
Europe Data Response German Flash CPI (Feb.) The further rise in German CPI inflation in February will do nothing to ease the ECB’s worries about building inflationary pressures. But we continue to think that the pickin German inflation is... 25th February 2011 · 1 min read
Europe Data Response Euro-zone EC Survey (Feb.) February’s EC business and consumer survey adds to evidence that the euro-zone recovery has regained momentum in Q1 and that the ECB’s hawkish stance may harden at next week’s Governing Council... 24th February 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs & German Ifo (Feb.) February’s euro-zone PMI and German Ifo surveys suggest that the euro-zone and German economies have started 2011 with a bang. Nonetheless, divergences between the core and peripheral euro-zone... 21st February 2011 · 1 min read
Europe Data Response Norwegian GDP (Q4) Q4’s GDP figures show that the Norwegian economy continued to expand at a steady pace. This, together with the fact that inflation is still a little below the Norges Bank’s target and the strong krone... 16th February 2011 · 1 min read
Europe Data Response Belgian GDP (Q4) Today’s Q4 GDP figure suggests that the Belgian economy continued to expand at a modest pace. But growth is likely to slow in coming quarters and given the country’s ongoing political crisis and large... 16th February 2011 · 1 min read
Europe Data Response Spanish GDP (Q4) Spain’s final Q4 GDP release confirmed that the economy outperformed its southern European counterparts at the end of last year. But we still think that Spain is set for a pretty tough 2011. Indeed... 16th February 2011 · 1 min read
Europe Data Response Euro-zone GDP (Q4) The modest rise in euro-zone GDP growth in Q4 is likely to have been partly down to one-off weather-related factors, suggesting that the recovery may regain momentum at the start of this year... 15th February 2011 · 1 min read
Europe Data Response Euro-zone Industrial Production (Dec.) December’s small fall in euro-zone industrial production was probably down to the unusually severe winter weather and does little to alter the view that the sector remains the key driver behind the... 14th February 2011 · 1 min read
Europe Data Response German Industrial Production (Dec.) December’s sharp fall in German industrial production is not as worrying as it seems. Although GDP growth in Q4 will not be as strong as we had previously anticipated, owing to bad weather, it still... 8th February 2011 · 1 min read
Europe Data Response Euro-zone Unemp. (Dec.), Ger. Unemp. & E-Z Manu PMI (Jan.) The latest euro-zone data provide encouraging signs that the economic recovery is filtering through to the labour market and that the industrial sector is still expanding strongly. But large... 1st February 2011 · 1 min read
