Europe Economics Update More rate cuts to come from the Swedish Riksbank The Swedish Riksbank’s decision to leave interest rates on hold reflects concerns that further rate cuts may prompt household debt to rise further with potentially damaging longer-term consequences... 13th February 2013 · 1 min read
Nordic & Swiss Economics Update More rate cuts to come from the Swedish Riksbank The Swedish Riksbank’s decision to leave interest rates on hold reflects concerns that further rate cuts may prompt household debt to rise further with potentially damaging longer-term consequences... 13th February 2013 · 1 min read
Europe Economic Outlook Euro-zone recession to deepen in 2013 While the lull in the euro-zone debt crisis has continued in recent months, the news on the region’s economy has remained distinctly downbeat. Despite some improvement towards the end of last year... 9th January 2013 · 1 min read
Europe Economics Update Swedish Riksbank lowers rates and further cuts to come We doubt that the latest interest rate reduction by the Swedish Riksbank will be the last in the current cycle. While the Bank has concerns about the longer-term effects of a prolonged period of low... 18th December 2012 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank lowers rates and further cuts to come We doubt that the latest interest rate reduction by the Swedish Riksbank will be the last in the current cycle. While the Bank has concerns about the longer-term effects of a prolonged period of low... 18th December 2012 · 1 min read
Europe Commercial Property Update Will retail rents in Amsterdam and Helsinki continue to trend up? The relatively strong rise in Helsinki retail rental values seen since 2010 is not difficult to square with the underlying health of the Finnish economy. But it is less straightforward to justify... 11th December 2012 · 1 min read
Europe Commercial Property Update Will the Oslo-Stockholm all-property yield differential widen? If the euro-zone crisis worsens and economic growth in Norway and Sweden disappoints, property yields in both Oslo and Stockholm are likely to rise by 30bps to 50bps over the next 12-18 months... 30th November 2012 · 1 min read
Europe Data Response Swiss & Swedish GDP (Q3) Swiss and Swedish GDP figures for Q3 showed that the two economies remained resilient despite the euro-zone’s troubles. But while both may avoid deep recessions next year, we expect growth to be much... 29th November 2012 · 1 min read
Nordic & Swiss Data Response Swiss & Swedish GDP (Q3 12) Swiss and Swedish GDP figures for Q3 showed that the two economies remained resilient despite the euro-zone’s troubles. But while both may avoid deep recessions next year, we expect growth to be much... 29th November 2012 · 1 min read
Europe Commercial Property Update What is the outlook for retail rents in Stockholm? Over the next year or so, we think retail rental values in Stockholm will remain flat. Indeed, although we don’t expect consumer spending to contract, growth is likely to be very subdued, especially... 23rd October 2012 · 1 min read
Europe Economic Outlook A lull in the storm Expectations of stronger policy support from the European Central Bank have prompted a period of relative calm in the euro-zone. But previous lulls have not lasted for very long. There are still few... 16th October 2012 · 1 min read
Nordic & Swiss Economics Update Swedish rate cut unlikely to be the last We doubt that the latest interest rate reduction by the Riksbank will be the last in the cycle. If the euro-zone debt crisis intensifies as we expect, interest rates may eventually fall well below 1%. 6th September 2012 · 1 min read
Europe Economics Update Swedish rate cut unlikely to be the last We doubt that the latest interest rate reduction by the Riksbank will be the last in the cycle. If the euro-zone debt crisis intensifies as we expect, interest rates may eventually fall well below 1%. 6th September 2012 · 1 min read
Europe Commercial Property Focus Will safe-haven flows prevent a fall in Stockholm office values? Sweden’s strong economic fundamentals and high transparency scores have boosted overseas demand for Stockholm office property and pushed yields down to historically low levels. But we are sceptical... 28th August 2012 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Emerging Europe – at a turning point? Norway and Sweden continue to ride out the euro-zone crisis relatively well. But the picture in Emerging Europe is less bright. The Czech and Hungarian economies both contracted in Q2, while the pace... 24th August 2012 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q2 12) The Swedish GDP figures for Q2 confirmed that the economy is continuing to weather the storm from the euro-zone far better than most of its neighbours. 30th July 2012 · 1 min read
