Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … German CPI (1st Est. Mar.) …
27th March 2009
With the euro-zone recession still gathering pace, we see the ECB cutting interest rates by another 50 basis points to 1.0% this month. Indeed, it should not be long before rates reach 0.5%. But the key issue is what indications the Bank will give that it …
26th March 2009
The latest euro-zone money supply figures further support the view that the ECB’s injections of short-term liquidity into the banking sector will not be sufficient on their own to encourage banks to increase their lending into the wider economy. … …
The Norges Bank’s decision to cut interest rates by a further 50 basis shows that it remains committed to preventing a major economic downturn. But with the economy set to experience a much milder recession that its European neighbours, the Bank is …
25th March 2009
This report is only available as a PDF. Click to download. … German Ifo Survey (Mar.) …
The Norges Bank’s decision to cut interest rates by a further 50 basis shows that it remains committedto preventing a major economic downturn. But with the economy set to experience a much milderrecession that its European neighbours, the Bank is unlikely …
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Mar.) …
24th March 2009
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Jan.) …
23rd March 2009
This report is only available as a PDF. Click to download. … Rise in core inflation will be short-lived …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Jan.) …
20th March 2009
The Federal Reserve’s decision to embark on an even bolder program of quantitative easing has left the ECB apparently lagging still further behind other central banks in tackling the economic crisis. We see no insurmountable barriers to similar action in …
19th March 2009
At first sight, the latest industrial production figures from Italy suggest that the sector may be weathering the global economic downturn rather better than some of the other major euro-zone economies. But we think that this largely reflects a number of …
18th March 2009
This report is only available as a PDF. Click to download. … German ZEW Survey (Mar.) …
17th March 2009
This report is only available as a PDF. Click to download. … Inventory unwind to take its toll on the industrial sector …
16th March 2009
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Jan.) & Labour Costs (Q4) …
13th March 2009
The SNB’s decision to cut interest rates to 0.25%, provide more liquidity to the banking sector, intervene in currency markets and purchase bonds from the private sector, pushes it towards the top of the table of central banks acting aggressively to stem …
12th March 2009
This report is only available as a PDF. Click to download. … German Ind. Production (Jan.) & Italian GDP (Q4) …
This report is only available as a PDF. Click to download. … France Industrial Production & Trade (Jan.) …
10th March 2009
This report is only available as a PDF. Click to download. … ECB trying to keep up …
9th March 2009
Following the expected 50bp interest rate cut to 1.5%, the ECB made some broadly encouraging comments about further policy support to come. No plan is in place for quantitative easing, but the Bank has not ruled anything out and will at least continue to …
5th March 2009
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q4) …
The particularly sharp collapse in German exports appears to reflect a combination of unfavourable transient factors, rather than a fundamental and permanent loss of competitiveness. This won’t prevent the economy from contracting very sharply this year. …
The euro-zone business and consumer surveys have recently begun to weaken at a less rapid pace, suggesting that the downturn may be beginning to bottoming out. Nonetheless, it is still too early to conclude that the worst of the recession is over. Both …
3rd March 2009
This report is only available as a PDF. Click to download. … Swiss GDP (Q4) …
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI & Final Manufacturing PMI (Feb.) …
2nd March 2009
This report is only available as a PDF. Click to download. … Signs of recovery are tentative at best …
This report is only available as a PDF. Click to download. … Euro-zone Unemployment & Final CPI (Jan.) …
27th February 2009
This report is only available as a PDF. Click to download. … Swedish GDP (Q4) …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Feb.) …
26th February 2009
The latest euro-zone money data provide further worrying signs that the credit crunch is tightening its grip on the wider economy. Looking ahead, falling bank capital looks set to prompt a sustained contraction in loans to households and firms, suggesting …
With the euro-zone recession deepening, the ECB is almost certain to deliver the 50bp interest rate cut that President Trichet signalled last month. What’s more, we expect hints of further cuts to come as concerns over rates reaching levels that are ‘too …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Feb.) & M3 (Jan.) …
This report is only available as a PDF. Click to download. … German GDP (Q4) …
25th February 2009
The latest news on the Spanish public finances shows that the hard economic landing is certainly taking its toll on the Government’s coffers. What’s more, it looks increasingly likely that a structural black hole could be emerging in its finances, …
24th February 2009
This report is only available as a PDF. Click to download. … Eastern winds to chill the euro …
23rd February 2009
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Feb.) …
20th February 2009
This report is only available as a PDF. Click to download. … Norwegian GDP (Q4) …
19th February 2009
Concerns over Western banks’ exposure to Emerging Europe look likely to intensify as the news from the region continues to deteriorate. Both the euro and the Swedish krona could suffer further as a result. … Emerging Europe concerns likely to …
18th February 2009
The European Commission is expected to launch official procedures against France, Spain, Greece and Ireland tomorrow for their breach of the Stability and Growth Pact (SGP). Each country will surely be granted quite some time to get its finances back into …
17th February 2009
This report is only available as a PDF. Click to download. … German ZEW Survey (Feb.) & Euro-zone Trade Balance (Dec.) …
GDP data for Q4 showed the German economy contracting more sharply than that of any other euro-zone country. But while Germany is clearly suffering a deep recession, there are still good reasons to think that the Southern European economies will end up …
16th February 2009
This report is only available as a PDF. Click to download. … Euro-zone GDP to contract by 3% this year …
13th February 2009
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Dec.) …
12th February 2009
This report is only available as a PDF. Click to download. … Spanish GDP (Q4) …
The recent run of dreadful news from Sweden has forced the Riksbank to rip up its previous interest rate forecasts and cut interest rates from 2.0% to 1.0%. We now expect the economic recession to prompt interest rates to fall to zero or thereabouts by …
11th February 2009
The record loss reported by UBS yesterday provides further support for our long-held view that the Swiss economy will suffer heavily from its reliance on the financial services sector. This suggests that the franc is unlikely to renew its recent …
