Europe Economics Update Norway set for several years of below-trend growth The Norwegian economy will slow more than the consensus expects over the coming years as its two major tailwinds in recent years – booms in the housing and energy sectors – fade out. 13th January 2014 · 1 min read
Nordic & Swiss Economics Update Norway set for several years of below-trend growth The Norwegian economy will slow more than the consensus expects over the coming years as its two major tailwinds in recent years – booms in the housing and energy sectors – fade out. 13th January 2014 · 1 min read
Europe Economics Update Draghi prepares the ground for more action President Draghi’s repeated assertions at today’s press conference that the ECB stands ready to use all instruments allowed by its Treaty suggested that more policy action is on the way. While another... 9th January 2014 · 1 min read
Europe Economics Update Spanish prospects are improving, but only gradually December’s drop in Spanish unemployment will bolster hopes that the labour market has reached a turning point and the economic recovery may spread to the household sector. But while we have revised up... 6th January 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Nov 13.) The fall in euro-zone bank lending accelerated in November, suggesting that the banking sector will remain a significant drag on the region’s recovery. 3rd January 2014 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Dec 13.) The latest headline fiscal figures show that Italy and Spain, the periphery's two largest economies, may have struggled to make inroads into their budget deficits in 2013. 2nd January 2014 · 1 min read
Europe Economics Update Will France fall into a triple-dip recession? Recent economic data may overstate the threat that the French economy will enter a triple-dip recession in Q4. But they do underline that the country’s recovery in 2014 will be very weak. 18th December 2013 · 1 min read
Europe Economics Update Iceland's debt write-down plan will support the recovery Iceland’s controversial plan for more debt relief for indebted households is, despite some risks, a positive for the economy. But the scope for similar measures in the euro-zone’s periphery is limited... 17th December 2013 · 1 min read
Europe Economics Update Swedish Riksbank likely to soften its stance further The Swedish Riksbank's decision to reduce interest rates is unlikely to have a major positive impact on the economy. We expect GDP to continue to grow at a lacklustre pace, suggesting that the... 17th December 2013 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank likely to soften its stance further The Swedish Riksbank’s decision to reduce interest rates is unlikely to have a major positive impact on the economy. We expect GDP to continue to grow at a lacklustre pace, suggesting that the... 17th December 2013 · 1 min read
Nordic & Swiss Economics Update Iceland’s debt write-down plan will support the recovery Iceland’s controversial plan for more debt relief for indebted households is, despite some risks, a positive for the economy. But the scope for similar measures in the euro-zone’s periphery is limited... 17th December 2013 · 1 min read
Europe Economics Update Slovenian stress tests boost efforts to avoid bail-out Slovenia’s new bank recapitalisation plans will help the country avoid a bail-out. But its stress test results might have worrying implications for the euro-zone’s own upcoming evaluation of banks. 12th December 2013 · 1 min read
Europe Economics Update ECB can’t count on Fed tapering to weaken the euro The ECB cannot rely on the commencement of asset purchase tapering by the US Federal Reserve to bring the euro down from its potentially damaging levels. 10th December 2013 · 1 min read
Europe Economics Update Finland's economy to stagnate in 2014 The latest economic data show that Finland’s economy is struggling to recover from the recent yearlong recession. With many more years of painful reform ahead, it is likely that GDP growth will... 9th December 2013 · 1 min read
Nordic & Swiss Economics Update Finland’s economy to stagnate in 2014 The latest economic data show that Finland’s economy is struggling to recover from the recent yearlong recession. With many more years of painful reform ahead, it is likely that GDP growth will... 9th December 2013 · 1 min read
Europe Economics Update Pressure on the ECB to take further action set to grow President Draghi emphasised at December’s interest rate press conference that the ECB has a “powerful artillery of instruments available”. And the pressure on it to use these instruments looks set to... 5th December 2013 · 1 min read