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Spanish CPI inflation surged to 4.3% in December, its highest rate in over 12 years. The widespread system of indexing wage settlements to inflation in Spain should ultimately protect workers’ incomes from the pick-up in inflation. But in the short term, …
3rd January 2008
Concerns about the inflation outlook in the eurozone are likely to keep the ECB firmly in hawkish mood in the early months of 2008. But slowing activity, falling overseas interest rates and the strength of the euro should see it shift into loosening mode …
The recent combination of rising inflation, hawkish signals from the ECB and some fall in interbank interest rates has led the markets to price back in a significant chance of a final rise in interest rates to 4.25%. (See Chart.) But with activity …
This report is only available as a PDF. Click to download. … German Unemp'ment (Nov./Dec.) & Euro-zone M3 (Nov.) …
This report is only available as a PDF. Click to download. … German pay demands not as worrying as they look …
24th December 2007
This report is only available as a PDF. Click to download. … Italian economic renaissance well and truly over …
20th December 2007
This report is only available as a PDF. Click to download. … German Ifo Survey (Dec.) & PPI (Nov.) …
19th December 2007
This report is only available as a PDF. Click to download. … Riksbank signals further rate hike still to come …
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Oct.) …
18th December 2007
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Dec.) …
17th December 2007
This report is only available as a PDF. Click to download. … Labour market recovery nearing a peak? …
This report is only available as a PDF. Click to download. … SNB likely to stay on hold for some time …
13th December 2007
The SNB was never likely to shock markets with an interest rate hike today, particularly in the current environment of uncertainty. While the Bank seems to have maintained a slight tightening bias, we think that slowing activity and a stronger franc will …
This report is only available as a PDF. Click to download. … Central banks ease the liquidity crisis, but problems go deeper …
12th December 2007
This report is only available as a PDF. Click to download. … Norges Bank's tightening cycle not yet over …
This report is only available as a PDF. Click to download. … Euro-zone Industrial Production (Oct) & Employment (Q3) …
The Norges Bank’s decision to raise interest rates today for the third time since the beginning of thefinancial market turmoil is in stark contrast to the actions of some other central banks. Given that theNorwegian economy continues to grow at a rapid …
This report is only available as a PDF. Click to download. … German ZEW Survey (Dec.) …
11th December 2007
This report is only available as a PDF. Click to download. … German Industrial Production (Oct.) …
7th December 2007
This report is only available as a PDF. Click to download. … Italian GDP (Q3) …
This report is only available as a PDF. Click to download. … ECB retains hawkish tone for now …
6th December 2007
The markets and most forecasters believe that the European Central Bank will sit on its hands and leave euro-zone interest rates unchanged throughout 2008 while the US Fed and UK MPC both loosen policy aggressively. But we think that the ECB will cut …
5th December 2007
This report is only available as a PDF. Click to download. … Still few signs of rebalancing …
This report is only available as a PDF. Click to download. … Euro-zone Retail Sales (Oct.), Composite PMI (Nov. final) …
This report is only available as a PDF. Click to download. … Euro-zone Producer Prices (Oct.) …
4th December 2007
This report is only available as a PDF. Click to download. … Euro-zone Unemployment (Oct.) …
3rd December 2007
The European and US economies have moved closely together over recent decades, with most major slowdowns in the US followed by an even deeper or more protracted downturn in Europe. But there are some good reasons to think that the euro-zone will suffer …
This report is only available as a PDF. Click to download. … Euro-zone still set to outperform …
This report is only available as a PDF. Click to download. … Swiss GDP (Q3) …
30th November 2007
This report is only available as a PDF. Click to download. … Inflation fears to keep the ECB in hawkish mode …
This report is only available as a PDF. Click to download. … Euro-zone EC Survey & CPI (Nov.) & GDP (Q3) …
The euro cannot be blamed for relatively weak economic growth in the euro-zone, or for the region’s difficulties competing in international markets. But neither has it brought the vast benefits that its advocates had hoped. … What has the euro done for …
29th November 2007
This report is only available as a PDF. Click to download. … Swedish GDP (Q3) …
This report is only available as a PDF. Click to download. … German Unemployment (Oct./Nov.) …
This report is only available as a PDF. Click to download. … Danish GDP (Q3) …
28th November 2007
This report is only available as a PDF. Click to download. … Euro-zone M3 Money Supply (Oct.) …
This report is only available as a PDF. Click to download. … German Ifo Survey & CPI Inflation (Nov.) …
27th November 2007
This report is only available as a PDF. Click to download. … Still no sign of the consumer recovery …
26th November 2007
This report is only available as a PDF. Click to download. … Euro-zone Flash PMIs (Nov.) …
23rd November 2007
This report is only available as a PDF. Click to download. … German GDP (Q3) …
22nd November 2007
This report is only available as a PDF. Click to download. … Spanish GDP (Q3) & Italian Retail Sales (Sep.) …
21st November 2007
This report is only available as a PDF. Click to download. … Spain's inflation squeeze …
19th November 2007
This report is only available as a PDF. Click to download. … Euro-zone Trade Balance (Sep.) …
16th November 2007
Rising food and energy prices look set to prompt another period of high headline inflation in the euro-zone like that seen between 2004 and 2006. But with the economy operating closer to capacity, the labour market tighter, and inflation expectations …
15th November 2007
This report is only available as a PDF. Click to download. … Euro-zone GDP (Q3) …
14th November 2007
This report is only available as a PDF. Click to download. … Only a small step back for German labour market reform …
13th November 2007
This report is only available as a PDF. Click to download. … Euro-zone Ind. Prod. (Sep.) & German ZEW (Nov.) …
This report is only available as a PDF. Click to download. … Italian, Spanish & Dutch GDP (Q3) …
This report is only available as a PDF. Click to download. … France set to gain ground …
12th November 2007
This report is only available as a PDF. Click to download. … ECB still in wait and see mode …
8th November 2007
