Europe Data Response German Ifo Survey (Nov.) & GDP Breakdown (Q3) November’s German Ifo survey supported the message from other survey indicators that the economy is still growing at a healthy pace. And the breakdown of Q3 GDP showed that, unusually for Germany... 24th November 2015 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) November’s solid rise in the euro-zone composite PMI suggests that the region’s recovery might regain some pace in Q4 after Q3’s slight slowdown. But we doubt that the outlook has improved enough to... 23rd November 2015 · 1 min read
Europe Data Response German ZEW (Nov.) The German ZEW investor survey showed that easing fears about the global environment led sentiment to improve in November and suggested that the Paris attacks have had little impact on sentiment so... 17th November 2015 · 1 min read
Europe Data Response Norwegian GDP (Q3) Norway’s oil and gas sector was not as strong in Q3 as the headline GDP data suggest. And growth in the mainland economy slowed. We suspect that this will prompt the Norges Bank to loosen monetary... 17th November 2015 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q3 15) Norway’s oil and gas sector was not as strong in Q3 as the headline GDP data suggest. And growth in the mainland economy slowed. We suspect that this will prompt the Norges Bank to loosen monetary... 17th November 2015 · 1 min read
Europe Data Response Euro-zone GDP (Q3 Prov.) Q3’s euro-zone GDP figures confirmed that the currency union’s economic recovery has lost further momentum and sealed the case for more policy support from the ECB. 13th November 2015 · 1 min read
Europe Data Response Euro-zone Industrial Production (Sep.) September’s fall in euro-zone industrial production confirmed that the sector made virtually no contribution to GDP growth in Q3, suggesting that the overall economic recovery is unlikely to have... 12th November 2015 · 1 min read
Europe Data Response Swedish Consumer Prices (Oct.) The very low rate of inflation in Sweden in October suggests that the Riksbank will need to put any lingering concerns about household debt to one side and increase its monetary policy support in... 12th November 2015 · 1 min read
Europe Data Response French CPI (Oct.) Although France’s headline inflation rate ticked up in October, price pressures across the euro-zone’s core economies remain very weak, supporting the case for more policy support from the ECB. 12th November 2015 · 1 min read
Nordic & Swiss Data Response Swedish Consumer Prices (Oct. 15) The very low rate of inflation in Sweden in October suggests that the Riksbank will need to put any lingering concerns about household debt to one side and increase its monetary policy support in... 12th November 2015 · 1 min read
Europe Data Response French & Italian Industrial Production (Sep.) September’s industrial production data from France and Italy added to the evidence that euro-zone industrial growth might have slowed in Q3 from its already weak pace. 10th November 2015 · 1 min read
Europe Data Response German & Spanish Industrial Production (Sep.) September’s unexpectedly sharp fall in German industrial production was a worrying sign that GDP growth may have slowed in Q3 even in the euro-zone’s strongest economy. 6th November 2015 · 1 min read
Europe Data Response Euro-zone Retail Sales (Sep.) September’s euro-zone retail sales data suggested that the region’s consumer recovery is starting to run out of steam. 5th November 2015 · 1 min read
Europe Data Response Swiss Consumer Prices (Oct) Swiss CPI inflation held at a record low in October, increasing the likelihood that the SNB will intervene in foreign exchange markets before long to prevent a renewed appreciation of the franc from... 5th November 2015 · 1 min read
Nordic & Swiss Data Response Swiss Consumer Prices (Oct. 15) Swiss CPI inflation held at a record low in October, increasing the likelihood that the SNB will intervene in foreign exchange markets before long to prevent a renewed appreciation of the franc from... 5th November 2015 · 1 min read
Europe Data Response Euro-zone Final PMIs (Oct.) & Producer Prices (Sep.) October’s rise in the euro-zone composite PMI suggested that the region’s recovery maintained its pace at the start of Q4. But current rates of growth are too slow to put upward pressure on inflation... 4th November 2015 · 1 min read
