Europe Commercial Property Update Cities to see stronger population growth than Germany as a whole 19th October 2015 · 1 min read
Europe Economics Update Immigration won’t transform Germany’s growth outlook The influx of refugees into Germany has caused much speculation about the costs to the government and possible benefits to the economy. But while the trend presents opportunities for the long term, it... 15th October 2015 · 1 min read
Europe Commercial Property Focus Will Munich’s office rental premium over Hamburg continue to grow? Since early 2012, the rental premium commanded by prime office space in Munich over that in Hamburg has grown by almost a third. However, in the next few years both demand and supply fundamentals... 14th October 2015 · 1 min read
Europe Data Response German ZEW (Oct.) October’s German ZEW survey confirmed that concerns over the global environment and the scandal at Volkswagen are taking a toll on investor confidence, which might affect economic activity in the... 13th October 2015 · 1 min read
Europe Data Response German & Spanish Industrial Production (Aug.) August’s sharp falls in German and Spanish industrial production suggest that weakness in emerging economies may have caused their GDP growth to slow in Q3. 7th October 2015 · 1 min read
Global Markets Update Will China fuel a recovery in German automobile shares? While the emissions scandal has been responsible for the recent plunge in the share price of Volkswagen Group, the bigger picture is that the share prices of German car manufacturers have been sliding... 29th September 2015 · 1 min read
Europe Data Response German Flash CPI (Sep.) September’s drop in inflation back below zero for the first time since January highlights that price pressures are very subdued and will add to pressure on the ECB to increase its policy support. 29th September 2015 · 1 min read
Europe Data Response German Ifo Survey (Sep.) The small rise in the German Ifo index in September came as a modestly pleasant surprise in light of the recent softening in some other business surveys. But the China slowdown and VW scandal present... 24th September 2015 · 1 min read
Europe Data Response German ZEW (Sep.) September’s ZEW survey confirmed that recent market turmoil and concerns over the global environment have had an adverse impact on German investor confidence. For now, though, the economy itself... 15th September 2015 · 1 min read
Europe Data Response German Industrial Production (Jul.) July’s German industrial production figures revealed a smaller than expected rebound after June’s decline and put an early dent in hopes of a re-acceleration in growth in the third quarter. 7th September 2015 · 1 min read
Europe Chart Pack Deflation dangers still lingering While the crisis in Greece appears to have receded at least temporarily, the euro-zone still faces serious challenges in the form of weak growth and persistent deflation risks. As the Chart below... 2nd September 2015 · 1 min read
Europe Data Response German Ifo Survey (Aug) & GDP Breakdown (Q2) August’s German Ifo survey suggested that GDP growth had continued to accelerate in Q3. But expectations for the future were weakening even before the latest rise in the euro, suggesting that growth... 25th August 2015 · 1 min read
Europe Economics Update Greek bailout approved, but implementation doubtful The German Parliament’s approval of the third Greek bailout should prompt payments allowing Greece to narrowly avoid default yet again. But Grexit risks have not disappeared and are likely to flare up... 19th August 2015 · 1 min read
Europe Data Response Euro-zone GDP (Q2 Prov.) Euro-zone GDP growth lost some pace in the second quarter, with a renewed divergence between healthy growth in Germany and stagnation in France. 14th August 2015 · 1 min read
Europe Data Response German ZEW (Aug.) August’s fall in ZEW investor sentiment suggests that, despite Greece moving closer to a deal with its creditors, investors are increasingly worried about Germany’s recovery. 11th August 2015 · 1 min read
Europe Economics Weekly Can the Spanish economy keep its place in the sun? Spain is set to remain the fastest growing of the major euro-zone economies for the next few quarters. But while the economy’s fundamentals have improved, the recent impressive growth rates also rest... 7th August 2015 · 1 min read
