Filtered by Subscriptions: Europe Economics Use setting Europe Economics
The strong pick-up in euro-zone GDP in Q1 brought further evidence that the region is performing well compared to the slowing US and UK economies. Admittedly, part of the 0.8% quarterly increase reflected temporary factors, which might be unwound in Q2. …
4th June 2008
The recent run of bad news from Spain suggests that consumers’ wallets will remain firmly closed this year. While the Government’s fiscal package may provide households with a temporary boost in the second half of this year, it will not be able to offset …
3rd June 2008
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q1), & Producer Prices (Apr.) …
Concerns about the health of the Swedish banking system have increased further in response to a growing threat of an exchange rate devaluation in the Baltics. While the impact of such a devaluation on the Swedish banking system may be exaggerated, rising …
This report is only available as a PDF. Click to download. … Swiss GDP (Q1) & Manufacturing PMI (May) …
2nd June 2008
This report is only available as a PDF. Click to download. … Money data overstates inflation dangers …
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI (May) & Unemployment (Apr.) …
30th May 2008
This report is only available as a PDF. Click to download. … Sweden GDP (Q1) …
ECB President Trichet will maintain a familiarly hawkish tone at June’s press conference, perhaps adding to speculation that interest rates could yet rise further. We still expect inflation to moderate towards the end of this year as slowing activity …
29th May 2008
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (May) & M3 Money Supply (Apr.) …
This report is only available as a PDF. Click to download. … Germany CPI (1st Est. May) …
28th May 2008
The Spanish banking system looks in relatively good health compared to those of some other eurozone economies. Nonetheless, a major adjustment in the domestic property sector could still cause banks serious problems and exacerbate the downturn in the …
27th May 2008
This report is only available as a PDF. Click to download. … Germany GDP (Q1), France & Italy Business Confidence (May) …
This report is only available as a PDF. Click to download. … Weaker Italian consumer spending raises recession risk …
26th May 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (May) & Italian GDP (Q1) …
23rd May 2008
This report is only available as a PDF. Click to download. … Norwegian GDP (Q1) …
21st May 2008
This report is only available as a PDF. Click to download. … German Ifo Survey (May) & Spanish GDP (Q1) …
This report is only available as a PDF. Click to download. … German ZEW Survey (May) …
20th May 2008
This report is only available as a PDF. Click to download. … Good news on activity and inflation, but can it last? …
19th May 2008
The unexpected rise in the Danmarks Nationalbank lending rate highlights the Bank’s commitment to keep the Danish krone tightly pegged to the euro. … Weaker currency prompts action by Danish central …
16th May 2008
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Mar.) …
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q1) & Final CPI (Apr.) …
15th May 2008
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Mar.) …
14th May 2008
This report is only available as a PDF. Click to download. … Spain GDP (Q1) …
This report is only available as a PDF. Click to download. … Italy Industrial Production (Mar.) …
12th May 2008
This report is only available as a PDF. Click to download. … Too soon to give up on euro-zone consumers …
This report is only available as a PDF. Click to download. … ECB Bank Lending Survey (Apr.) …
9th May 2008
Recent divergences in borrowing rates across different countries suggest that the impact of the credit crunch on households and corporates may be hitting some euro-zone economies harder than others. … Bank lending rates add to diverging growth …
8th May 2008
The European Central Bank’s decision to leave interest rates on hold clearly reflects ongoing concerns about the inflation outlook. What’s more, with no sign of any softening in the Bank’s hawkish tone at today’s press conference, it looks like the first …
This report is only available as a PDF. Click to download. … German Industrial Production & Trade Balance (Mar.) …
Evidence of a moderate slowdown in euro-zone economic activity has mounted in the past month, with even those survey indicators that were previously most optimistic taking a turn for the worse. After a sharp fall in April, the EC’s Economic Sentiment …
7th May 2008
The narrowing in the spread between Club Med and German government bond yields over the past month is an encouraging sign that things could be returning to normal in the euro-zone bond markets. But with the economic outlook in southern Europe having …
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Mar.) …
In the year since his election, French President Nicolas Sarkozy has failed to live up to the French public’s great expectations, but he has achieved more than he is given credit for. Provided that he sticks to his guns, M. Sarkozy’s plans for economic …
6th May 2008
This report is only available as a PDF. Click to download. … Euro-zone Producer Prices (Mar.) & Euro-zone PMIs (Apr.) …
This report is only available as a PDF. Click to download. … Euro-zone consumers still confident …
5th May 2008
Speculation is growing that the euro’s extended rally against the US dollar and UK pound is finally at an end. But with the euro-zone economy in fundamentally better shape than those of the US and UK, we doubt that the euro is about to fall too sharply. … …
2nd May 2008
We expect the lack of a significant softening in the ECB’s hawkish tone at May’s press conference to confirm that the Bank is unlikely to cut interest rates for some months yet. But as the economy slows further and inflation concerns fade, we still expect …
1st May 2008
The outlook for the European economy remains relatively bright compared to the major downturn underway in the US. Nonetheless, divergences are widening between those economies subject to US-style consumer imbalances – including the UK, Spain and Ireland – …
30th April 2008
This report is only available as a PDF. Click to download. … Euro-zone EC Survey & Flash CPI (Apr.), Unemp. (Mar.) …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Apr.) …
28th April 2008
This report is only available as a PDF. Click to download. … French consumers starting to flag? …
This report is only available as a PDF. Click to download. … Euro-zone M3 Money Supply (Mar.) …
25th April 2008
This report is only available as a PDF. Click to download. … German Ifo Survey (Apr.) …
24th April 2008
The European Central Bank’s continued hawkishness suggests that euro-zone interest rates are now unlikely to fall before the third quarter of this year at the earliest. But we still think rates will eventually fall rather further than the markets …
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Apr.) …
23rd April 2008
As expected, the Swedish Riksbank kept interest rates on hold today while the Norges Bank raised rates to 5.50%. But while the markets apparently see little chance of rates falling in 2008, we expect slowing activity to lead both Banks to start to cut …
This report is only available as a PDF. Click to download. … Core price pressures rising …
21st April 2008
The latest news on the Spanish housing market supports our view that it is only a matter of time before house prices fall sharply with significant adverse effects on the wider economy. … Spain’s fiscal boost won’t offset the housing market …
18th April 2008
There are growing concerns that the credit crunch could trigger a sharp downturn in European housing markets with significant adverse effects on the wider economy. But while euro-zone house price inflation looks set to slow sharply, the impact on …
17th April 2008
