Filtered by Subscriptions: Europe Economics Use setting Europe Economics
This report is only available as a PDF. Click to download. … German Unemp’ment (Jan./Feb.) & EZ Retail PMI (Feb.) …
28th February 2008
This report is only available as a PDF. Click to download. … Euro-zone M3 Money Supply (Jan.) …
27th February 2008
This report is only available as a PDF. Click to download. … German Ifo Survey (Feb.) & GDP (Q4) …
26th February 2008
This report is only available as a PDF. Click to download. … Will high inflation derail French consumption growth? …
25th February 2008
The news that Germany’s largest trade union, IG Metall, has won a 5.2% pay rise over the next 14 months has added to concerns over a build-up in medium-term inflationary pressures. While we think that such fears are overdone, signs of rising wages growth …
20th February 2008
This report is only available as a PDF. Click to download. … Spanish GDP (Q4) …
This report is only available as a PDF. Click to download. … Soft end to a strong year …
18th February 2008
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Dec.) …
15th February 2008
Most commentators are agreed that the Spanish economy is heading for a slowdown. But we think the “consensus” forecast of a relatively soft landing is too optimistic. We expect a major downturn in the property and construction sectors to cause a much …
14th February 2008
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q4) …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Dec.) …
13th February 2008
The surprise decision by the Swedish Riksbank to raise interest rates from 4.0% to 4.25% today confirmed that it remains concerned about the outlook for inflation. And with its latest interest rate projections little changed from those published in …
The latest pressure on the French government to bring its finances into order is unlikely to alter its fiscal plans in the near term. Indeed, with tough talk from other euro-zone ministers confirming that a fiscal boost is unlikely elsewhere, we still …
12th February 2008
This report is only available as a PDF. Click to download. … German ZEW Survey (Feb.) …
This report is only available as a PDF. Click to download. … French & Italian Industrial Production (Dec.) …
11th February 2008
This report is only available as a PDF. Click to download. … Service sector takes a turn for the worse …
This report is only available as a PDF. Click to download. … German Industrial Production (Dec.) …
8th February 2008
While the European Central Bank declined to follow the Fed and Bank of England in cutting interest rates today, tentative signs of a softening in its previously stubbornly hawkish stance support our view that euro-zone interest rates could be falling by …
7th February 2008
The news on the euro-zone economy has continued to weaken in the early weeks of 2008. Most strikingly, the composite Purchasing Managers’ Index (PMI) has slipped to levels which, on some previous occasions such as May 2001, have been associated with …
6th February 2008
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Dec.) & Final Composite PMI (Jan.) …
5th February 2008
This report is only available as a PDF. Click to download. … Core price pressures rising in Germany? …
4th February 2008
The ECB is likely to maintain a hawkish stance at February’s Governing Council meeting and press conference, denting hopes that it might cut interest rates within a couple of months. But with the economy still slowing and inflation concerns likely to fade …
31st January 2008
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Jan.), CPI (Jan.) & Unemp. (Dec.) …
The Swedish economy has slowed in recent months, but with inflationary pressures still alive and kicking we expect the Riksbank’s response to be less aggressive than markets anticipate. Indeed, we think that the Bank will wait until the final quarter of …
30th January 2008
Recent calls (most notably from IMF head Dominique Strauss-Kahn) for governments to use fiscal policy to support their economies beg the question of whether the euro-zone might benefit from such measures. … Fiscal policy won't cushion the …
29th January 2008
This report is only available as a PDF. Click to download. … French Consumer & Italian Business Confidence (Jan.) …
This report is only available as a PDF. Click to download. … Euro-zone M3 Money Supply (Dec.) …
28th January 2008
This report is only available as a PDF. Click to download. … Stockmarket falls won't force the ECB's hand …
The latest political crisis in Italy is unlikely to have a major impact on the markets or the economy itself. Nonetheless, at a time when consumer confidence is already slumping, the additional uncertainty over the over the outlook for the economy is …
25th January 2008
After two years of rapid expansion, the European economy is set to slow sharply in 2008 in response to the combination of weakening global activity, previous increases in interest rates, tighter credit conditions and strong currencies. Nonetheless, the …
24th January 2008
This report is only available as a PDF. Click to download. … German Ifo Survey (Jan.) …
We argued back in December that expectations that the ECB would raise interest rates this year would prove to be wrong. With economic activity in the region continuing to cool and other central banks like the Fed and the Bank of England cutting interest …
23rd January 2008
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Jan.) …
This report is only available as a PDF. Click to download. … ECB's hawkishness starting to crack? …
21st January 2008
The latest Spanish house price data revealed that house prices rose solidly in Q4 last year. Nonetheless, other indicators of housing market activity are much less healthy and we continue to expect house prices to fall by around 10% over the next two …
18th January 2008
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Nov.) …
17th January 2008
This report is only available as a PDF. Click to download. … German ZEW Survey (Jan.) & GDP (07) …
15th January 2008
Recent surveys of consumer sentiment have suggested that German consumers are in schizophrenic mood. While they remain pretty upbeat about the economic outlook, they have yet to translate that into optimism for their own incomes. Until that happens, hopes …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Nov.) …
14th January 2008
This report is only available as a PDF. Click to download. … Outlook for Germany deteriorates …
M. Trichet’s hawkish tone at today’s press conference confirmed that the ECB is unlikely to follow other major central banks in cutting interest rates in the near future. However, a further slowdown in activity and moderating inflation should still leave …
10th January 2008
Wage negotiations begin in Germany today between employers and the services and public sector unions Ver.di and DBB. The unions’ demands for an 8% pay rise have raised concerns over the buildup of a nasty wage-price spiral, particularly as both have cited …
This report is only available as a PDF. Click to download. … German Industrial Prod'n, Trade Bal. & Retail Sales (Nov.) …
9th January 2008
The outperformance of the German equity market relative to its European neighbours like France no longer appears to be supported by the latest economic indicators. … DAX outperformance no longer supported by …
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Nov.) …
8th January 2008
This report is only available as a PDF. Click to download. … Euro-zone EC Survey (Dec.) & Unemployment & PPI (Nov.) …
7th January 2008
This report is only available as a PDF. Click to download. … Falling interbank rates not a green light for the ECB …
This report is only available as a PDF. Click to download. … Flash CPI (Dec.) & Composite PMI (Dec. final) …
4th January 2008
