Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Feb.) …
17th April 2008
Silvio Berlusconi’s emphatic victory in the Italian general election ends two months of political uncertainty. But the deteriorating economic outlook and Berlusconi’s poor past stewardship of the economy suggest that Italy will continue to lag well behind …
15th April 2008
This report is only available as a PDF. Click to download. … German ZEW Survey (Apr.) …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Feb.) …
14th April 2008
This report is only available as a PDF. Click to download. … Euro-zone slowdown to hit firms harder than consumers …
11th April 2008
After leaving interest rates unchanged for a tenth consecutive month today, the European Central Bank maintained a tough stance on inflation. But with the economy clearly slowing and the Bank hinting that it has become more concerned about the euro’s …
10th April 2008
Recent data have provided reassurance that, in comparison to the US and UK, the euro-zone is experiencing a relatively moderate slowdown in activity. But there are growing signs of a north-south divide emerging amongst the region’s major economies. On the …
9th April 2008
The recent stream of write-downs by German banks might look like a worrying sign that the crisis in financial markets is set to have a devastating impact on the economy. But there are a number of reasons not to be too worried about the German banking …
8th April 2008
This report is only available as a PDF. Click to download. … German Industrial Production (Feb.) …
7th April 2008
This report is only available as a PDF. Click to download. … Inflation pressures no barrier to ECB rate cuts …
Recent news on the Irish economy has supported our view that expectations of a relatively soft landing after the boom of the last decade are too optimistic. We now expect the economy to grow by just 1.5% or so this year, with a real chance of an outright …
3rd April 2008
The sharp fall in the latest indicators of Spanish business activity provides further evidence that the economic slowdown has spread well beyond the housing-related sectors. We maintain our view that Spain is heading for a pretty hard landing. … Slump in …
The ECB seems likely to maintain a hawkish tone at April’s Governing Council meeting and press conference, suggesting that it has no immediate plans to cut interest rates. But as the economy slows further and inflation concerns fade, we still expect …
This report is only available as a PDF. Click to download. … Euro-zone Unemployment (Feb.) & Final Man. PMI (Mar.) …
1st April 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash CPI (Mar.), EC Survey (Mar.) & M3 (Feb.) …
31st March 2008
This report is only available as a PDF. Click to download. … ECB standing its ground for now …
This report is only available as a PDF. Click to download. … German CPI (1st Est. Mar.) …
28th March 2008
This report is only available as a PDF. Click to download. … German Ifo Survey (Mar.) …
26th March 2008
This report is only available as a PDF. Click to download. … The beginning of the end for the euro rally? …
24th March 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Mar.) …
20th March 2008
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Jan.) …
19th March 2008
This report is only available as a PDF. Click to download. … Euro-zone Employment (Q4) …
17th March 2008
This report is only available as a PDF. Click to download. … Credit crunch yet to hit investment …
This report is only available as a PDF. Click to download. … Euro-zone CPI (Feb. Final) & Labour Costs (Q4) …
14th March 2008
The Norges Bank’s decision to leave interest rates on hold but signal that it expects to raise interest rates once more this year is likely to lead to a further strengthening of the krone. … Norges Bank signals the possibility of a further rate …
13th March 2008
After leaving interest rates on hold as expected (at a mid-point of 2.75%) the Swiss National Bank stressed that it expects economic activity to slow sharply this year. While strong price pressures will prevent aggressive policy loosening, we still expect …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Jan.) & French CPI (Feb.) …
12th March 2008
This report is only available as a PDF. Click to download. … German ZEW Survey (Mar.) …
11th March 2008
Jean-Claude Trichet’s expressions of concern over the strength of the euro yesterday have prompted speculation that the ECB might intervene directly in the currency markets to prevent the currency from rising significantly further. But such action is …
Recent news on the US economy, most notably February’s sharp drop in non-farm payrolls, has left us even more pessimistic over the outlook for the US. We now forecast GDP growth of just 0.5% in 2008 (previously 1.3%), with a recession in the first half. …
10th March 2008
Jose Luis Rodriguez Zapatero’s victory in Sunday’s general election paves the way for the implementation of a new fiscal package aimed at reviving Spain’s ailing economy. But on its own, this will not be enough to turn the economy around and the chances …
This report is only available as a PDF. Click to download. … German & French Trade/French & Italian Ind. Prod. (Jan.) …
This report is only available as a PDF. Click to download. … Are German house prices really falling? …
This report is only available as a PDF. Click to download. … German Industrial Production (Jan.) …
7th March 2008
The latest annual European Housing Report published by the Royal Institution of Chartered Surveyors (RICS) echoed other evidence pointing to a general slowdown in the pace of activity and price increases in housing markets across the region during 2007, …
The European Central Bank today poured cold water on suggestions that it might cut interest rates as soon as next month. But with the economy clearly slowing and the euro hitting new record highs, it should be not be too long before the ECB follows other …
6th March 2008
The further widening in Italian bond spreads seen over the last few days appears partly to reflect suggestions that the downturn in the economy will once again raise questions over Italy’s future in the single currency. Such talk could intensify as the …
5th March 2008
The renewed surge in the euro to all-time highs against the US dollar and sterling has intensified concerns about the prospects for the industrial and external sectors. The tradeweighted euro is almost 10% higher than on a year earlier and now appears …
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Jan.) & Final Composite PMI (Feb.) …
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q4), & Producer Prices (Jan.) …
4th March 2008
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 (Feb) & Manufacturing PMI (Feb. final) …
3rd March 2008
Evidence of a major slump in Spain’s industrial sector has further worsened the outlook for the economy ahead of this weekend’s general election. We remain concerned that, whatever the outcome of the vote, Spain is heading for a hard landing. … Industrial …
With the export-driven recovery in Germany faltering as global demand weakens, a healthy consumer sector should stand France in good stead to make up ground on its larger neighbour. While German GDP growth is likely to slow markedly, to around 1.7% in …
This report is only available as a PDF. Click to download. … Is Italy already in recession? …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Feb.), Unemp. & Final CPI (Jan.) …
29th February 2008
This report is only available as a PDF. Click to download. … Swedish GDP (Q4) …
We suspect that suggestions that the ECB will signal an imminent cut in interest rates at March’s Governing Council meeting will be disappointed. Nonetheless, with the new staff economic forecasts likely to acknowledge the growing downside risks to the …
28th February 2008
