Europe Commercial Property Update Further rises in property yields still on the cards The weakness in euro-zone investment in Q1 highlights that the pricing correction to date has not been enough to entice investors back to the sector. Lower market interest rates will support the... 2nd May 2024 · 3 mins read
Europe Economics Update Key questions about EU trade defences against China The anti-dumping duties that the EU is likely to impose on Chinese imports in the coming months will have little macroeconomic impact. But more goods will be targeted in the next couple of years with... 30th April 2024 · 4 mins read
Climate Economics Monthly Key highlights from April This Monthly looks at some of the key highlights from the Climate Economics service in April, including our coverage of Chinese exports of the "New Three" and green central bank policy. 30th April 2024 · 3 mins read
Europe Rapid Response Euro-zone GDP (Q1) and Flash HICP (April) Today’s stronger-than-expected Q1 GDP data means the euro-zone has come out of recession but, with core and services inflation both declining in April, this will not prevent the ECB from starting its... 30th April 2024 · 2 mins read
Europe Rapid Response Euro-zone National-level GDP (Q1 2024) The national-level data released so far this morning suggest that euro-zone GDP, which will be published in just under an hour, will show an expansion of 0.3% q/q in Q1. 30th April 2024 · 1 min read
US Commercial Property Update Share of remote work key to global office performance The wide divergence in global office market performance to-date has been driven by significant differences in the return to office and the impact that has had on occupiers’ leasing decisions. US... 29th April 2024 · 5 mins read
Europe Rapid Response EC Survey & Germany State CPI (April 2024) The weaker-than-expected EC business and consumer survey for Ap ril is a reminder that the euro-zone economy is still weak. Meanwhile, the survey and inflation figures for Germany and Spain confirm... 29th April 2024 · 2 mins read
Europe Economics Weekly Recovery in activity won’t stop ECB rate cuts Survey data released this week suggest that the euro-zone is coming out of recession. But with activity still very weak and wage growth appearing to have eased so far this year, we remain comfortable... 26th April 2024 · 11 mins read
Europe Commercial Property Update Still-weak sentiment consistent with sluggish recovery The latest RICS survey suggested that there was a further improvement in occupier and investment demand at the beginning of 2024. However, the big picture was one of a very weak market, reaffirming... 25th April 2024 · 3 mins read
Europe Economics Update Why are Spanish house prices rising? Spanish house prices have risen 5% over the last two years despite rising interest rates. The relative affordability of houses in Spain is the main reason that the market remains strong, but the... 25th April 2024 · 4 mins read
Europe Rapid Response Germany Ifo Survey (April 2024) The rise in the German Ifo in April, together with the jump in the Composite PMI in the same month, suggests that the German economy may be past the worst. But, unlike the PMI, the Ifo remained in... 24th April 2024 · 2 mins read
Capital Daily European corporate bond yields could fall further We expect corporate bond yields in the UK and euro-zone to fall as rate cuts in those economies push down risk-free rates and strong risk sentiment narrows spreads further. 23rd April 2024 · 4 mins read
Event Europe Drop-In: Germany’s economic future – Is the ‘sick man’ healing? 1714485600 Germany is in crisis.
Europe Rapid Response Euro-zone Flash PMIs (April 2024) The bigger-than-expected increase in the Composite PMI for April suggests that the euro-zone is coming out of recession, but this will not prevent the ECB from cutting interest rates in June. 23rd April 2024 · 2 mins read
