Europe Data Response Euro-zone Industrial Production (May) & Final CPI (Jun.) May’s euro-zone industrial production data confirm that the recovery remains on track for now. But as global demand slows and domestic demand is hit by the fiscal squeeze, the revival in the wider... 14th July 2010 · 1 min read
Europe Data Response German ZEW (Jul.) July’s fall in German investor sentiment highlights concerns that peripheral debt worries and banking sector problems might stem the recovery in the euro-zone’s largest economy before long. 13th July 2010 · 1 min read
Europe Data Response German Industrial Production & Trade (May) May’s sharp rises in German industrial production and exports add to evidence that any negative effects on the sectors from the euro-zone fiscal crisis are being more than offset by the global... 8th July 2010 · 1 min read
Europe Data Response Euro-zone Unemployment & Producer prices (May) May’s euro-zone unemployment figures highlight the growing divergences between the core and peripheral euro-zone economies and add to evidence that the latter group’s economic woes are far from over. 2nd July 2010 · 1 min read
Europe Data Response Ireland GDP (Q1) Ireland exited recession with a bang in Q1, suggesting that the impact of fiscal tightening there and in the rest of the periphery may be less than generally feared. But the improving outlook largely... 30th June 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Jun.) June’s euro-zone CPI data confirm that price pressures are very subdued. And while the continued fall in German unemployment brings hope of a modest consumer recovery there, it will not be strong... 30th June 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Jun.) June’s small increase in the EC measure of euro-zone economic sentiment is a relief after falls in other surveys lately. But it still points to only a modest recovery in the region as a whole, with... 29th June 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Jun.), Ger. & Italian Cons. Conf. (Jul./Jun.) June’s fall in the euro-zone composite PMI index is another sign that the announced austerity measures may be starting to take their toll on the economy. But for the time being at least, the index... 23rd June 2010 · 1 min read
Europe Data Response German Ifo Survey (Jun.) June’s improvement in the German Ifo business survey came as a relief amid evidence elsewhere that troubles in the periphery are starting to damage sentiment in core euro-zone countries. 22nd June 2010 · 1 min read
Europe Data Response German ZEW (Jun.), E-Z Trade (Apr.) & Employment (Q1) June’s drop in German ZEW investor confidence is a worrying sign that fears about peripheral debt are damaging sentiment towards core euro-zone economies too. 15th June 2010 · 1 min read
Europe Data Response Euro-zone Industrial Production (Apr.) The recovery in the euro-zone industrial sector continues apace. But it is far from clear that this will help the weakest economies in the region to cope with the coming fiscal squeeze. 14th June 2010 · 1 min read
Europe Data Response Italian GDP (Q1), Italian & French Industrial Production (Apr.) Q1’s GDP figures confirmed that, for now at least, Italy is expanding at a reasonably healthy pace. But with signs that the euro-zone fiscal crisis is damaging business and consumer confidence, growth... 10th June 2010 · 1 min read
Europe Data Response German Industrial Production/Trade & French Trade (Apr.) April’s rise in German industrial production provides hope that the recovery in the wider economy is gaining momentum. But with fiscal policy in Germany and elsewhere set to be tightened dramatically... 8th June 2010 · 1 min read
Europe Data Response Euro-zone GDP (Q1) The second euro-zone GDP release for Q1 confirms that domestic spending remains weak and with fiscal tightening set to intensify, there is little prospect of an improvement any time soon. 4th June 2010 · 1 min read
Europe Data Response Euro-zone Retail Sales (Apr.) & Final PMI (May) April’s drop in euro-zone retail sales brought more worrying evidence of the weakness of the consumer sector even before fiscal tightening really kicks in. 3rd June 2010 · 1 min read
Europe Data Response Euro-zone PPI (Apr.)/Spanish Unemp. & Con. Conf. (May) April’s sharp rise in euro-zone producer price inflation may prompt concerns that inflationary pressures are building. But we continue to think that deflation, rather than a surge in inflation is the... 2nd June 2010 · 1 min read
