Europe Rapid Response Euro-zone GDP (Q1, 2nd est.), Employment and Industrial Production 15th May 2024 · 2 mins read
Europe Rapid Response Sweden CPI (April) The small increase in the Riksbank’s target CPIF measure of inflation, which excludes the effect of changes in interest rates, from 2.2% in March to 2.3% in April, was broadly as expected (consensus 2... 15th May 2024 · 2 mins read
Europe Rapid Response Swiss CPI (April) The jump in Switzerland’s inflation rate in April was largely due to increases in the volatile food and fuel components. While the data increase our confidence that the SNB will not cut interest rates... 2nd May 2024 · 1 min read
Europe Rapid Response Euro-zone GDP (Q1) and Flash HICP (April) Today’s stronger-than-expected Q1 GDP data means the euro-zone has come out of recession but, with core and services inflation both declining in April, this will not prevent the ECB from starting its... 30th April 2024 · 2 mins read
Europe Rapid Response Euro-zone National-level GDP (Q1 2024) The national-level data released so far this morning suggest that euro-zone GDP, which will be published in just under an hour, will show an expansion of 0.3% q/q in Q1. 30th April 2024 · 1 min read
Europe Rapid Response EC Survey & Germany State CPI (April 2024) The weaker-than-expected EC business and consumer survey for Ap ril is a reminder that the euro-zone economy is still weak. Meanwhile, the survey and inflation figures for Germany and Spain confirm... 29th April 2024 · 2 mins read
Europe Rapid Response Germany Ifo Survey (April 2024) The rise in the German Ifo in April, together with the jump in the Composite PMI in the same month, suggests that the German economy may be past the worst. But, unlike the PMI, the Ifo remained in... 24th April 2024 · 2 mins read
Europe Rapid Response Euro-zone Flash PMIs (April 2024) The bigger-than-expected increase in the Composite PMI for April suggests that the euro-zone is coming out of recession, but this will not prevent the ECB from cutting interest rates in June. 23rd April 2024 · 2 mins read
Europe Rapid Response Euro-zone Industrial Production (February 2024) Euro-zone industrial production rose in January, but the level of output is still weak and the outlook is poor. 15th April 2024 · 2 mins read
Europe Rapid Response German Industrial Production (Feb.) The second consecutive large monthly rise in German industrial production in February confirms the sector has started the year on a better note. But we still expect it to struggle over the rest of... 8th April 2024 · 2 mins read
Europe Rapid Response Swiss CPI (March) The further fall in Swiss inflation in March reinforces our view that the SNB will cut rates by a further 50bp this year. We have pencilled in the next rate cut for September, but there is a growing... 4th April 2024 · 2 mins read
Europe Rapid Response Euro-zone Flash HICP (March) The fall in both headline and core inflation in March suggests that the ECB is very likely to begin cutting interest rates in June. 3rd April 2024 · 2 mins read
Europe Rapid Response Germany State CPI (Mar.) The fall in CPI inflation in the major German states in March all but confirms that both German and euro-zone HICP inflation will come in lower than expected in March. This will please ECB... 2nd April 2024 · 2 mins read
