Europe Rapid Response German Ifo Business Climate Indicator (October) 25th October 2022 · 2 mins read
Europe Data Response Euro-zone Flash PMIs (October) The flash PMIs for October provide yet more evidence that the euro-zone is sliding into quite a deep recession but that inflationary pressures remain intense. 24th October 2022 · 2 mins read
Europe Data Response German ZEW Survey (October) Although the headline ZEW investor sentiment indicator edged up in October it is still at a very low level, while the current conditions index – which is more closely corelated with GDP – actually... 18th October 2022 · 2 mins read
Europe Data Response German Consumer Prices (September) The reversal of temporary measures to reduce travel costs played a big role in the surge in German inflation in September. But underlying price pressures remain strong and broad based. We continue to... 13th October 2022 · 2 mins read
Europe Data Response German Industrial Production (Aug.) The larger-than-expected drop in German industrial production in August was driven mainly by some volatile components and, together with some upward revisions to July’s data, suggests industrial... 7th October 2022 · 2 mins read
Europe Data Response Germany Flash Inflation (September) The sharp increase in Germany’s headline inflation in September cannot be explained by temporary factors. With business surveys showing that price pressure remain strong and the labour market likely... 29th September 2022 · 2 mins read
Europe Data Response German Ifo Survey (Sep.) The further big fall in the Ifo Business Climate Index (BCI) in September adds to the gloom surrounding the German economy as worries about energy prices and declining household real incomes hit... 26th September 2022 · 2 mins read
Europe Rapid Response German Ifo Business Climate Index (September) Slump in Ifo signals Germany in recession The further big fall in the Ifo Business Climate Index (BCI) in September adds to the gloom surrounding the German economy as worries about energy prices and... 26th September 2022 · 2 mins read
Europe Data Response German ZEW Survey (September) The larger-than-expected fall in the German ZEW sentiment indicator in September adds to the evidence that the German economy is already contracting. Meanwhile, the final inflation figures for August... 13th September 2022 · 2 mins read
Europe Commercial Property Update Renewed weakness ahead for German retail The rapidly worsening economic backdrop has put the brakes on Germany’s prime retail recovery. After showing strength in the second half of last year, take-up has now slowed in most of the main... 9th September 2022 · 3 mins read
Europe Data Response German Industrial Production (July) German industrial output fell a bit less than anticipated in July but that was mainly due to a rebound in construction activity, while there were signs that manufacturing production is starting to be... 7th September 2022 · 2 mins read
Europe Economics Update Nord Stream shut-off adds to risks facing Germany Gazprom’s decision to shut Nord Stream 1 indefinitely has added to the risks facing Germany’s economy, but the size of the economic damage is still highly uncertain. And the €65bn fiscal package... 5th September 2022 · 3 mins read
Europe Data Response Germany Flash Inflation (August) Germany’s inflation rate resumed its upward trend in August. We expect it to be around, or above, 10% in October after the temporary measures which have suppressed prices since June are withdrawn and... 30th August 2022 · 2 mins read