Europe Data Response Swiss GDP (Q1) The Swiss economy is recovering a little more slowly than had been hoped, but it continues to easily outperform the euro-zone. The key risk now is that close trade links to the region and a strong... 1st June 2010 · 1 min read
Europe Data Response Euro-zone & German Unemployment (Apr./May) April’s further rise in euro-zone unemployment adds to evidence that domestic demand in the region looks set to remain weak. 1st June 2010 · 1 min read
Europe Data Response Swedish GDP (Q1) The sharp increase in Swedish activity in Q1, coupled with large upward revisions to growth in the preceding quarters, suggests that the Riksbank may bring forward its plans to raise interest rates in... 28th May 2010 · 1 min read
Europe Data Response German CPI (1st Est. May) German headline and core inflation remain very low and look set to fall further. With disinflationary pressures even stronger in many of the smaller euro-zone economies, deflation remains a real... 27th May 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs & German Ifo (May) May’s falls in the euro-zone PMI and German Ifo business surveys are slightly worrying signs, but both still point to pretty strong growth for the time being. 21st May 2010 · 1 min read
Europe Data Response Norwegian GDP (Q1) Q1’s unexpected fall in GDP casts further doubt on the strength of the Norwegian recovery and supports our view that the Norges Bank will not increase interest rates as rapidly as its forecasts... 20th May 2010 · 1 min read
Europe Data Response Spanish GDP (Q1) The latest Spanish GDP figures confirm that the economy just about exited recession at the start of the year. But with the Government recently announcing new austerity measures and the private sector... 19th May 2010 · 1 min read
Europe Data Response German ZEW Survey (May), EZ CPI (Apr.) & Trade (Mar.) May’s renewed decline in the ZEW index suggests that investors are still very worried about the effect of the periphery’s problems on the German economy. 18th May 2010 · 1 min read
Europe Data Response Euro-zone GDP (Q1) & Industrial Production (Mar.) Q1’s modest rise in euro-zone GDP confirms that the economic recovery in the region has failed to gain any real momentum even before the painful fiscal consolidation faced by many economies has begun. 12th May 2010 · 1 min read
Europe Data Response Germany Trade/France & Italy Industrial Production (Mar.) The latest data from the three main economies suggest that the region ended Q1 on a high note. But while the economic recovery may gain momentum in the short term, a prolonged period of fiscal... 10th May 2010 · 1 min read
Europe Data Response German Industrial Production & French Trade (Mar.) March’s surge in German industrial production confirms that the euro-zone’s largest economy is shaking off troubles in the periphery for now. But weather-related weakness earlier this year suggests... 7th May 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Apr.) & Unemployment (Mar.) The euro-zone CPI and unemployment figures add to the view that the region is set for a prolonged period of weak price pressures. 30th April 2010 · 1 min read
Europe Data Response Euro-zone EC Survey & German Unemployment (Apr.) April’s improvement in the EC business and consumer survey suggests that, for the time being at least, the euro-zone’s fiscal crisis is not preventing a recovery in the broader economy. 29th April 2010 · 1 min read
Europe Data Response German CPI (1st Est. Apr.) The latest German inflation figures show that, while the economy may be performing much better than the euro-zone’s periphery, core price pressures even there are firmly downward. 28th April 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Apr.) April’s increase in the euro-zone composite PMI provides further hope that the recovery is regaining momentum. But with few signs from the hard data that the region’s heavy reliance on external demand... 22nd April 2010 · 1 min read
Europe Data Response German ZEW Survey (Apr.) April’s sharp rise in German ZEW investor sentiment provides some hope that the recovery has not ground to a complete halt after the economy’s poor start to the year. 20th April 2010 · 1 min read
