Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … France Industrial Production & Trade (Jul.) …
10th September 2008
The latest changes to the leadership of Germany’s Social Democratic Party (SPD) probably bode well for long-term structural reform of the economy. But they also further reduce the chance of near-term tax cuts to support the ailing consumer sector. … …
8th September 2008
This report is only available as a PDF. Click to download. … Producer price pass-through should be limited …
This report is only available as a PDF. Click to download. … German Industrial Production (Jul.) …
5th September 2008
The European Central Bank’s hawkish tone at today’s press conference confirmed that interest rate cuts are not yet on the agenda. But we still expect slowing activity and falling energy inflation to pave the way for a pretty aggressive policy loosening …
4th September 2008
The decision by the Riksbank to raise interest rates from 4.50% to 4.75% clearly shows that it remains concerned about the emergence of ”second-round inflation” effects. But while the Bank did signal that the current economic slowdown should ensure that …
Thursday’s ECB press conference provides the Bank with a chance to provide greater details about any proposed changes to its collateral requirements for lending in its open market operations. While we expect any changes to be minor and have a fairly …
3rd September 2008
Euro-zone consumer price inflation has finally begun to fall, slipping from 4.0% to 3.8% in August. If the oil price remains at current levels, falling energy inflation alone should knock at least 1.5 percentage points off the headline rate over the next …
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q2) & Retail Sales (Jul.) …
This report is only available as a PDF. Click to download. … Euro-zone Producer Prices (Jul.) …
2nd September 2008
This report is only available as a PDF. Click to download. … Swiss GDP (Q2) …
This report is only available as a PDF. Click to download. … German Retail Sales (Jul.) & EZ Final Manufacturing PMI (Aug.) …
1st September 2008
This report is only available as a PDF. Click to download. … Cold front moves north …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey & CPI (Aug.), Unemployment (Jul.) …
29th August 2008
Mounting evidence of a sharp slowdown in eurozone economic activity has caused the chances of another interest rate hike to evaporate. But the ECB is still deeply concerned about upside risks to inflation and will maintain a fairly hawkish tone at …
28th August 2008
This report is only available as a PDF. Click to download. … German Unemployment (Aug.) & Euro-zone M3 (Jul.) …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Aug.) …
27th August 2008
This report is only available as a PDF. Click to download. … Spanish GDP (Q2) & Italian Consumer Confidence (Aug.) …
This report is only available as a PDF. Click to download. … German Ifo Survey (Aug.) & GDP (Q2) …
26th August 2008
This report is only available as a PDF. Click to download. … Construction sector’s foundations look weak …
25th August 2008
This report is only available as a PDF. Click to download. … Norwegian GDP (Q2) …
21st August 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Aug.) …
This report is only available as a PDF. Click to download. … SNB’s optimism likely to prove misplaced …
19th August 2008
This report is only available as a PDF. Click to download. … German ZEW Survey (Aug.) & Producer Prices (Jul.) …
Upbeat comments from Swiss National Bank Chairman Jean-Pierre Roth in this morning’s press are atodds with our own view. While it is true that some aspects of the Swiss economy appear robust fornow, we still expect a sharp downturn in financial services …
This report is only available as a PDF. Click to download. … Euro’s depreciation won’t save the economy …
18th August 2008
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Jun.) …
This report is only available as a PDF. Click to download. … Q2 GDP figures bring little comfort …
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q2) & Final CPI (Jul.) …
14th August 2008
The recent run of terrible economic news from Spain and the sharp falls in house prices in a number of other developed economies have led us to revise down our forecast for Spanish house prices. We now expect prices to fall by around 25% over the next …
13th August 2008
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Jun.) …
Recent data on the French household sector have flattened hopes that healthy consumer spending growth would prevent a sharp economic slowdown. With inflation soaring, consumer confidence at a record low and the housing market at risk of collapse, French …
12th August 2008
Recent news from Greece has provided some encouraging signs that it is escaping the economic slowdown which now appears to be engulfing the other Club-Med economies. … Sun not about to set on …
11th August 2008
This report is only available as a PDF. Click to download. … France Industrial Production (Jun.) …
This report is only available as a PDF. Click to download. … Euro not about to collapse …
This report is only available as a PDF. Click to download. … ECB Bank Lending Survey & Italian GDP (Q2) …
8th August 2008
Comments from the European Central Bank have retained a relatively hawkish tone, suggesting that it will be some time before the Bank is prepared to bolster the flagging economy with interest rate cuts. But with the region already at risk of recession and …
7th August 2008
This report is only available as a PDF. Click to download. … German & Italian Ind. Prod./German & French Trade (Jun.) …
The latest data from the euro-zone suggest that the economy is at risk of entering a technical recession. Leaked information revealing that the German economy contracted by around 1.0% q/q in Q2, together with weak monthly figures from the other major …
6th August 2008
Our view that the euro-zone economy would fare relatively well in the global downturn has been undermined by the latest news on Germany and the deterioration in the business surveys. It now looks likely that the euro-zone will be the first major economy …
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Jun) & Final Composite PMI (Jul.) …
5th August 2008
This report is only available as a PDF. Click to download. … Euro-zone inflation has probably peaked …
4th August 2008
This report is only available as a PDF. Click to download. … Swedish GDP (Q2) …
1st August 2008
Ongoing fears over the inflation outlook will leave the ECB in a fairly hawkish mood for now. But recent signs that the economy is stagnating (at best) support our view that interest rates will not rise further. Indeed, with easing energy effects and …
31st July 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI (Jul.) & Unemployment (Jun.) …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Jul.) …
30th July 2008
This report is only available as a PDF. Click to download. … German inflation remains worryingly high for now …
29th July 2008
The latest evidence of rising German wages growth suggests that households’ real incomes are receiving some much-needed support. But we still expect slowing activity to prevent wages growth from rising much further. And with consumer confidence falling …
In recent months, the outlook for the Italian economy has deteriorated at an alarming pace. While economists are unanimous in their view that Italy will continue to lag well behind the euro-zone, we remain particularly gloomy. Indeed, unless Italy can …
28th July 2008
