Europe Data Response Euro-zone EC Survey (Nov.) November’s EC business and consumer survey confirmed that the sovereign debt crisis in Ireland and elsewhere is not yet standing in the way of a broader recovery in the euro-zone economy. But the... 29th November 2010 · 1 min read
Europe Data Response German Flash CPI (Nov.) November’s rise in German HICP inflation reflected a temporary boost from the energy and food components. The rate remains low, at 1.6%, and looks set to fall again in the coming months as these... 26th November 2010 · 1 min read
Europe Data Response German Ifo Survey (Nov.) November’s German Ifo survey suggests that, while the euro-zone’s periphery remains mired in economic gloom, strong German growth is continuing to support the recovery in the region as a whole for now... 24th November 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) November’s surprise rise in the euro-zone PMI survey suggests that the economy has continued to expand amid the turmoil in the periphery. 23rd November 2010 · 1 min read
Europe Data Response Spanish GDP (Q3) The Spanish GDP figures confirmed that the economy narrowly avoided re-entering recession in Q3. But with the full force of the fiscal squeeze yet to be felt and global demand set to slow, it may not... 17th November 2010 · 1 min read
Europe Data Response German ZEW (Nov.) & EZ Final CPI (Oct.) November’s rise in German ZEW investor sentiment suggests that the euro-zone’s core has remained encouragingly resilient to the periphery’s troubles for now. But we still see German growth slowing... 16th November 2010 · 1 min read
Europe Data Response Euro-zone GDP (Q3) The slowdown in euro-zone GDP in the third quarter will do little to ease growing fears about the region’s periphery. The 0.4% quarterly expansion was a touch weaker than the consensus forecast and... 12th November 2010 · 1 min read
Europe Data Response German Industrial Production & Trade (Sep.) September’s German industrial and trade data bode pretty well for the third quarter. But given slowing global demand and the euro’s strength, a sharper slowdown in industrial and external activity... 8th November 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Oct.) & Unemployment (Sep.) The latest euro-zone unemployment and inflation data attest to the absence of price pressures in the region. As inflation drops back next year, we think the ECB is more likely to up its unconventional... 29th October 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Oct.) October’s improvement in the EC consumer and business survey and fall in German unemployment suggest that the euro-zone is holding up well for now. But the worrying divergence between core and... 28th October 2010 · 1 min read
Europe Data Response German Flash CPI (Oct.) October’s German CPI data confirmed that, even in the euro-zone’s best-performing economy, price pressures remain very subdued. 27th October 2010 · 1 min read
Europe Data Response German Ifo Survey (Oct.) October’s rise in the German Ifo survey suggests that the economy is defying the global gloom for now. But while the economy should grow by 3% or more this year, we still see weaker exports prompting... 22nd October 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Oct.) October’s fall in the euro-zone composite PMI adds to evidence that the recovery is stalling and that the external revival is failing to boost domestic spending. 21st October 2010 · 1 min read
Europe Data Response German ZEW (Oct.) October’s drop in German ZEW investor sentiment highlighted understandable concerns that the euro-zone’s growth engine might soon stall. 19th October 2010 · 1 min read
Europe Data Response Euro-zone Trade (Aug.) & CPI (Final, Sep.) August’s euro-zone trade figures suggest that the region is coping with slowing global demand pretty well for now. But with the euro appearing increasingly likely to be a major loser in any global... 15th October 2010 · 1 min read
Europe Data Response Euro-zone Industrial Production (Aug.) August’s healthy rise in euro-zone industrial production will help to ease concerns that the recovery in the sector is grinding to a halt. 13th October 2010 · 1 min read
