Europe Economics Weekly The pitfalls in the euro-zone’s road to recovery Although our forecast for euro-zone GDP growth in 2014 of 0.5% is now only a little more downbeat than the consensus estimate, there remain plenty of risks that could yet derail the region's recovery... 6th January 2014 · 1 min read
Europe Economics Update Norwegian interest rates on hold until at least mid-2015 The weakening Norwegian economy prompted the Norges Bank to push back its tightening cycle today. With the Bank revising down its economic forecasts closer to our own, we agree with its new projection... 5th December 2013 · 1 min read
Nordic & Swiss Economics Update Norwegian interest rates on hold until at least mid-2015 The weakening Norwegian economy prompted the Norges Bank to push back its tightening cycle today. With the Bank revising down its economic forecasts closer to our own, we agree with its new projection... 5th December 2013 · 1 min read
Europe Commercial Property Update Are Norwegian property values poised to spike again? Norwegian commercial property outperformed over 2009-12 and has recently accelerated again. Yet with rents now back at or above past peaks and yields at historically low levels, the headroom for... 21st November 2013 · 1 min read
Europe Data Response Norwegian GDP (Q3) Q3’s rebound in mainland Norwegian GDP growth concealed mounting evidence that the country’s boom is fading. 19th November 2013 · 1 min read
Nordic & Swiss Data Response Norwegian GDP (Q3 13) Q3’s rebound in mainland Norwegian GDP growth concealed mounting evidence that the country’s boom is fading. 19th November 2013 · 1 min read
Europe Economics Weekly Signs of growth convergence provide little comfort Q3's meagre rise in euro-zone GDP clearly was disappointing, but there were some signs that growth within the region is converging. The slowdown was largely down to weaker growth in Germany and France... 18th November 2013 · 1 min read
Europe Economics Update Norway's housing boom is ending Norway’s long housing boom is losing steam. Although a collapse in prices is unlikely, the slowdown in the housing market suggests that the economy will weaken more than the consensus expects. 5th November 2013 · 1 min read
Nordic & Swiss Economics Update Norway’s housing boom is ending Norway’s long housing boom is losing steam. Although a collapse in prices is unlikely, the slowdown in the housing market suggests that the economy will weaken more than the consensus expects. 5th November 2013 · 1 min read
Europe Economics Update Swedish and Norwegian rates on hold until 2015 As expected, both the Swedish Riksbank and Norway’s Norges Bank both held their policy rates unchanged today. Given our below-consensus outlook for both economies, we do not expect either to hike... 24th October 2013 · 1 min read
Nordic & Swiss Economics Update Swedish and Norwegian rates on hold until 2015 As expected, both the Swedish Riksbank and Norway’s Norges Bank both held their policy ratesunchanged today. Given our below-consensus outlook for both economies, we do not expect eitherto hike rates... 24th October 2013 · 1 min read
Europe Economic Outlook Growth prospects improve, but crisis unresolved The European economy has shown further signs of recovery, with the euro-zone finally emerging from recession in the second quarter and other parts of the continent also faring better. But growth in... 8th October 2013 · 1 min read
Europe Economics Update Norges Bank unlikely to hike before end-2014 Although the recent rise in inflation prompted the Norges Bank to bring forward its projected hiking cycle, we think that a slowdown in the economy will prevent the Bank hiking before the end of 2014. 19th September 2013 · 1 min read
Nordic & Swiss Economics Update Norges Bank unlikely to hike before end-2014 Although the recent rise in inflation prompted the Norges Bank to bring forward its projected hikingcycle, we think that a slowdown in the economy will prevent the Bank hiking before the end of 2014. 19th September 2013 · 1 min read
Europe Economics Update What would a new government mean for Norway? The Conservative-led opposition is favourite to win the Norwegian election on the 9th September. But the party looks unlikely to tackle the economy’s twin addiction to energy exports and household... 3rd September 2013 · 1 min read
Nordic & Swiss Economics Update What would a new government mean for Norway? The Conservative-led opposition is favourite to win the Norwegian election on the 9th September. But the party looks unlikely to tackle the economy’s twin addiction to energy exports and household... 3rd September 2013 · 1 min read
