Europe Data Response German ZEW (Jan.) January’s fall in German ZEW investor sentiment confirmed that confidence in the recovery remains fragile. We still see the German economy expanding by a pretty healthy 2.0% this year, but the... 19th January 2010 · 1 min read
Europe Data Response Euro-zone Trade Bal. (Nov.) & Final CPI (Dec.) November’s fall in euro-zone exports could signal that the strong euro is beginning to take its toll on exporters. Nonetheless, in Q4 at least, the external sector is likely to have continued to... 15th January 2010 · 1 min read
Europe Data Response Euro-zone Industrial Production (Nov.) November’s strong gain in euro-zone industrial production suggested that the sector is still coping fairly well with the euro’s strength. But industrial activity still looks unlikely to boost the... 14th January 2010 · 1 min read
Europe Data Response German Industrial Production & EZ Unemployment (Nov.) November’s renewed increase in German industrial production is a welcome sign that the recovery there is back on track. But with unemployment still rising in the euro-zone as a whole, it could be some... 8th January 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Dec.) & Retail Sales (Nov.) December’s rise in the EC measure of euro-zone economic sentiment was fairly encouraging. Unfortunately, though, November’s fall in retail sales confirmed that the recovery has yet to reach the... 7th January 2010 · 1 min read
Europe Data Response Euro-zone Producer Prices (Nov.) & Final PMIs (Dec.) Euro-zone producer price inflation continued to inch up in November. But it remains deep in negative territory, suggesting that pipeline inflationary pressures remain very weak and that core CPI... 6th January 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Dec.) December’s rise in euro-zone inflation reflects temporary energy effects. With economic activity still at very low levels, deflation remains a bigger risk for the region than high inflation in the... 5th January 2010 · 1 min read
Europe Data Response French Consumer Spending (Nov) & Italian Retail Sales (Oct.) 23rd December 2009 · 1 min read
Europe Data Response German Ifo Survey (Dec.) & Euro-zone Trade (Oct.) 18th December 2009 · 1 min read
Europe Data Response Euro-zone Industrial Production (Oct.) & Employment (Q3) 14th December 2009 · 1 min read
Europe Data Response Italian GDP (Q3), Italian & French Industrial Prod’n (Oct.) 10th December 2009 · 1 min read
