Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … Business surveys paint a dismal picture …
28th July 2008
This report is only available as a PDF. Click to download. … Euro-zone M3 (Jun.) …
25th July 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash PMI & German Ifo Survey (Jul.) …
24th July 2008
This report is only available as a PDF. Click to download. … French Consumer Spending (Jun.) & Italian Retail Sales (May) …
23rd July 2008
This report is only available as a PDF. Click to download. … Core inflation not about to take off …
21st July 2008
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (May) …
18th July 2008
Our long-held view that the European economy will fare relatively well during the current global economic downturn has come under threat from the surge in inflation in the region. Not only has the squeeze on households’ real income reduced the chances of …
16th July 2008
The latest housing market data from Spain revealed that house prices have begun to fall. Over the coming quarters, we expect the slowdown to pick up pace, causing a further downturn in the construction and household sectors which should bring the economy …
15th July 2008
This report is only available as a PDF. Click to download. … German ZEW Survey (Jul.) & French Business Confidence (Jun.) …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (May) …
14th July 2008
This report is only available as a PDF. Click to download. … Has the euro-zone economy ground to a halt? …
This report is only available as a PDF. Click to download. … Swedish, Norwegian & Danish CPI (Jun.) …
10th July 2008
This report is only available as a PDF. Click to download. … German & French Trade (May) EZ Final GDP (Q1) …
9th July 2008
This report is only available as a PDF. Click to download. … German Industrial Production (May) …
7th July 2008
This report is only available as a PDF. Click to download. … Where will surging inflation do the most damage? …
A softer tone from the European Central Bank has supported our view that today’s interest rate hike will not be the first in a series. Indeed, given more signs lately of a marked slowdown in economic activity in the region, we still expect the next move …
3rd July 2008
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (May) & Final Composite PMI (Jun.) …
The decision by the Riksbank to raise interest rates from 4.25% to 4.50% was widely expected, but the Bank’s signal that rates could rise twice more this year shows that it believes the economy will need to slow sharply in order to contain inflationary …
The latest data have provided further evidence of a marked slowdown in euro-zone economic activity. The key business surveys turned down in June, suggesting that growth in Q2 will nowhere near match Q1’s 0.8% gain. But despite the weaker outlook for …
2nd July 2008
Spanish football may be flying high at the moment, but Spain’s industrial activity indicators have recently divebombed, adding to the economy’s mounting woes. … Industrial sector adding to Spain’s …
1st July 2008
This report is only available as a PDF. Click to download. … Euro-zone Unemployment (May) …
This report is only available as a PDF. Click to download. … Ireland heading for recession …
30th June 2008
The contraction in the Irish economy in Q1 confirmed that the boom of the last decade has finally turned to bust. It seems very likely that the economy is heading into a property-led recession. … Ireland heading for …
This report is only available as a PDF. Click to download. … German solidity vs. Spanish exuberance …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Jun.) …
27th June 2008
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Jun.) & Current Account (Apr.) …
This report is only available as a PDF. Click to download. … Swiss KOF Barometer (Jun.) …
The ECB will deliver the signalled interest rate hike this month, despite further evidence of a slowdown in economic activity in the euro-zone. Inflation fears could keep the Bank in hawkish mode for a few months yet. But we do not expect July’s hike to …
26th June 2008
This report is only available as a PDF. Click to download. … Euro-zone M3 (May), Fr. Cons & It. Bus Confidence (Jun.) …
The Norges Bank’s decision to raise interest rates again today clearly shows that it remains concerned about rising inflationary pressures. This will support the Norwegian krone in the near term. … Norges Bank responds to inflation …
25th June 2008
nd’s dependence on the troubled financial services sector points to the risk of an extremely hard landing. We think that the consensus forecasts for Swiss GDP growth are much too complacent and see the economy suffering an outright recession this year. … …
24th June 2008
This report is only available as a PDF. Click to download. … French Con. Spend. (May), German & Italian Confidence (Jun./Jul.) …
Switzerland’s dependence on the troubled financial services sector points to the risk of an extremely hard landing. We think that the consensus forecasts for Swiss GDP growth are much too complacent and see the economy suffering an outright recession this …
This report is only available as a PDF. Click to download. … Euro-zone Flash PMI & German Ifo Survey (Jun.) …
23rd June 2008
This report is only available as a PDF. Click to download. … High inflation expectations still spooking the ECB …
The Swiss National Bank’s decision to leave its target range for three-month interest rates on hold (at a mid-point of 2.75%) was a relief amid concerns that inflation fears might force the Bank to hike rates. Comments accompanying the decision do not …
19th June 2008
The Swiss National Bank’s decision to leave its target range for three-month interest rates on hold (at amid-point of 2.75%) was a relief amid concerns that inflation fears might force the Bank to hike rates. Comments accompanying the decision do not …
This report is only available as a PDF. Click to download. … German ZEW Survey (Jun.) & Euro-zone Trade Balance (Apr.) …
17th June 2008
The further fall in Swedish house prices in May adds weight to our view that household spending growth will slow sharply this year. This should ultimately prompt the Riksbank to cut rates in 2009. But with CPI inflation at a 15-year high, another rate …
16th June 2008
This report is only available as a PDF. Click to download. … ECB’s comments do little to calm the markets’ nerves …
This report is only available as a PDF. Click to download. … Euro-zone Employment & Labour Costs (Q1) …
13th June 2008
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Apr.) …
12th June 2008
A “no” vote in Thursday’s Irish referendum on the EU’s Treaty of Lisbon would put a spanner in the works of the Treaty’s ratification process. Just as importantly, it may add to concerns that the region’s economic divergences are increasing political …
11th June 2008
This report is only available as a PDF. Click to download. … Italian GDP (Q1), French & Italian Industrial Production (Apr.) …
10th June 2008
This report is only available as a PDF. Click to download. … A warning shot …
9th June 2008
This report is only available as a PDF. Click to download. … German Industrial Production (Apr.) …
6th June 2008
The European Central Bank sent a strong signal today that it is likely to raise interest rates in July or August. But the Bank’s inflation phobia clearly increases the risks of a sharp slowdown in the eurozone economy next year, implying that interest …
5th June 2008
