Europe Economics Update Rising Dutch house prices to support economic growth The Dutch housing market is set to perform well this year and next. And as there is a strong link between house prices and consumer spending, this should give the already strong-economy a further... 26th February 2018 · 1 min read
Europe Data Response Italian, Dutch & Portuguese GDP (Q4) Q4 GDP data showed that Italy’s economy performed fairly well last year but that it is still lagging behindthe rest of the euro-zone. Despite the recent strength of the surveys, we doubt that this... 14th February 2018 · 1 min read
Europe Commercial Property Update Improving outlook for secondary assets in Netherlands The surprisingly strong economic recovery in the Netherlands is giving investors the confidence to move up the risk curve, following a long period in which prime property was the only ticket in town. 29th September 2017 · 1 min read
Nordic & Swiss Chart Pack Q2 GDP data a mixed bag, but timelier data look strong The Q2 GDP data for the Nordic and Swiss economies were a mixed bag, but more timely indicators point to a strong second half of the year. 13th September 2017 · 1 min read
Europe Economics Weekly Ten years on, is the euro-zone out of the woods? Ten years ago this week marked the start of the global financial crisis and a challenging time for the euro-zone economy. In many respects, the euro-zone finally appears to be out of the woods. Growth... 11th August 2017 · 1 min read
Europe Economic Outlook Euro-zone will continue to impress The European economies are still in good shape, with the euro-zone benefitting from reduced political uncertainty and high levels of business and consumer confidence. We think that this strong... 19th July 2017 · 1 min read
Europe Commercial Property Update Falling Amsterdam office stock to drive rental value surge Amsterdam office vacancy has dropped from 17% to 8%, but we expect it to fall to 4% by 2019 as limited completions are outstripped by stock removals. This will drive a 15% lift in prime rents and will... 23rd June 2017 · 1 min read
Europe Economic Outlook Outlook has brightened despite political risk The euro-zone has continued to perform very well and we now expect growth to be stronger than the consensus forecast this year and next. Inflation has been lower than we had assumed, meaning that... 19th April 2017 · 1 min read
Europe Economics Weekly What is the state of play as election season kicks off? Dutch Prime Minister Mark Rutte described last week’s election as the “quarter finals to beat the wrong sort of populism”. The forthcoming French presidential election will be the semi-final, and the... 17th March 2017 · 1 min read
Europe Economics Update Dutch ado about nothing? The next Dutch government is likely to be a centre-right coalition with a broadly similar stance towards the EU as before and a slightly looser fiscal policy. But the balance of power in the... 16th March 2017 · 1 min read
Europe Economics Update Is the Dutch election a litmus test for the rest of Europe? We suspect that a better-than-expected result for eurosceptic and populist parties in today’s Dutch general election would have little direct effect on support for eurosceptic parties elsewhere. 15th March 2017 · 1 min read
Europe Economics Update Dutch election likely to result in small fiscal boost The PVV’s declining support suggests that is now even less likely to govern after the Dutch election. But the eventual governing parties will still respond to the populists by loosening fiscal policy. 13th March 2017 · 1 min read
Europe Economics Update Key questions ahead of the Dutch general election With one month to go until the Dutch general election, in this Update we answer twelve questions about the vote and the possible consequences of a victory for the anti-EU Party for Freedom (PVV). 15th February 2017 · 1 min read
Europe Economics Update Is political uncertainty taking a toll on the Dutch economy? The tightening of credit standards in the Netherlands suggests that political uncertainty may be having an impact on economic conditions. The chance of eurosceptics gaining power is limited and the... 23rd January 2017 · 1 min read
Europe Economic Outlook Euro-zone back in the spotlight in 2017 The European economies have continued to fare relatively well, with euro-zone growth in particular supported by a weaker currency and low inflation. However, a temporary surge in inflation this year... 17th January 2017 · 1 min read
Europe Commercial Property Update Netherlands logistics rents to rise, but only gradually Low vacancy rates and high capital values are driving high levels of logistics development in the Netherlands. Although we see potential for rents to tick up in the next few years, we do not expect... 22nd December 2016 · 1 min read
