Europe Data Response Swedish GDP (Q2) 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
Europe Economics Weekly Bail-out talks are the next key hurdle for Greece The formation of a coalition Government headed by New Democracy has reduced the chances of Greece exiting the euro-zone imminently. But the political situation remains precarious and the Government’s... 25th June 2012 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Investors shun Emerging Europe in the first quarter Most of the non-euro-zone European economies grew in Q1 2012. However, economic sentiment has been below normal in a majority of these countries and property investment volumes fell sharply in CEE in... 1st June 2012 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q1 12) The Swedish GDP figures for Q1 suggest that the economy is withstanding the eurozone fiscal crisis pretty well. But we still think that Sweden is set for a bumpy ride andthat the Riksbank will reduce... 30th May 2012 · 1 min read
Europe Data Response Swedish GDP (Q1) The Swedish GDP figures for Q1 suggest that the economy is withstanding the euro-zone fiscal crisis pretty well. But we still think that Sweden is set for a bumpy ride and that the Riksbank will... 30th May 2012 · 1 min read
Europe Commercial Property Update RICS Global Survey too upbeat on Polish and Czech rental values Last week’s Q1 2012 RICS Global Survey revealed a divergence in surveyors’ expectations for commercial property rental growth in Emerging Europe. We agree that the outlook is brightest in Russia and... 10th May 2012 · 1 min read
Growth to disappoint as the euro-zone crisis drags on The euro-zone economy is heading back into recession. And if we are right that the euro-zone is not sustainable in its current form, the downturn will extend into 2013 and eventually encompass all... 30th April 2012 · 1 min read
Europe Commercial Property Update Are real estate equities understating the risks for 2012? An analysis of real estate equity prices suggests that our strongly negative capital value growth projections for 2012 may be pessimistic. However, since equity markets have not yet fully priced in... 23rd April 2012 · 1 min read
Nordic & Swiss Economics Update Debt concerns still dominating the Riksbank’s thoughts The Swedish Riksbank’s decision to leave interest rates unchanged at 1.0% was no surprise given the recent run of encouraging economic data. But while the chances of an imminent cut have perhaps... 17th April 2012 · 1 min read
Europe Economic Outlook Crisis unsolved as growth outlook darkens Hopes that the crisis in the euro-zone had been solved by Greece’s debt restructuring and the ECB’s recent liquidity injections have faded. Despite some signs of resilience in Germany, the economic... 16th April 2012 · 1 min read
Europe Economics Weekly The ECB has limited ammunition Markets last week seized on hints from the ECB that it may restart its bond purchase programme in an attempt to contain Spanish bond yields. But there are clear doubts over whether the ECB has the... 16th April 2012 · 1 min read
Europe Commercial Property Update Which European office markets are most at risk of oversupply? Within Europe, office markets in the euro-zone’s peripheral region appear to be most at risk of oversupply over the next two years. But less obviously, office markets in Amsterdam and Budapest also... 20th March 2012 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q4 11) Q4’s Swedish GDP figures brought the strongest evidence yet that the problems in the euro-zone are taking their toll on Europe’s healthiest economies. We continue to think that the Riksbank will lower... 29th February 2012 · 1 min read
Europe Commercial Property Update Swedish industrial rental outperformance on shaky ground This morning’s news that Swedish GDP contracted by 1.1%q/q in Q4 last year suggests that our forecast for Stockholm industrial rents to fall by 1% this year may now prove to be too optimistic. Whether... 29th February 2012 · 1 min read
Europe Data Response Swedish GDP (Q4) Q4’s Swedish GDP figures brought the strongest evidence yet that the problems in the euro-zone are taking their toll on Europe’s healthiest economies. We continue to think that the Riksbank will lower... 29th February 2012 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Emerging European outperformance fading 2011 was a relatively strong year for Emerging European commercial property markets. But falls in yields and increases in rents became smaller and less widespread in the final quarter of the year. As... 24th February 2012 · 1 min read
