Europe Data Response Euro-zone EC Survey & German CPI estimate (Jun.) June’s EC Business and Consumer Survey added to signs that the euro-zone recovery could be nearing a peak when it has barely begun. 27th June 2014 · 1 min read
Europe Data Response German Ifo Survey (Jun.) June’s Ifo survey added to signs that German GDP growth may already be slowing at what should have been an early stage of the recovery. 24th June 2014 · 1 min read
Europe Data Response German ZEW Survey (Jun.) & Euro-zone Labour Costs (Q1) June’s fall in ZEW economic expectations suggested that investors were unimpressed by recent ECB action and added to signs that the German recovery is nearing a peak. 17th June 2014 · 1 min read
Europe Data Response German Industrial Production & Trade (Apr.) April’s German industrial production and trade data added to signs that the recovery in the euro-zone’s largest economy may already be slowing. 6th June 2014 · 1 min read
Europe Commercial Property Update Germany's share of total property investment unlikely to fall this year Euro-zone occupier markets stand to benefit as economic growth becomes broader based across the region. Yet while property investment in most countries should increase as a result, over the next year... 5th June 2014 · 1 min read
Europe Data Response Euro-zone Retail Sales (Apr.) & Ger. Factory Orders (Apr.) April’s retail sales data suggested that euro-zone consumers may be beginning to return to the high-street, although so far this seems to have come at the expense of non-retail spending. 5th June 2014 · 1 min read
Europe Data Response German Ifo Survey (May) & GDP Breakdown (Q1) The breakdown of German GDP for Q1 confirmed that the strong quarterly gain was partly down to temporary factors. And the renewed fall in the Ifo Business Climate Indicator in May suggested that the... 23rd May 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (May 14) May’s PMIs suggested that the euro-zone recovery remains lacklustre and highlighted the continued divergence between France and Germany. 22nd May 2014 · 1 min read
Europe Economics Weekly German engine can’t power euro-zone recovery While the German economy expanded by an impressive 0.8% in Q1, this failed to spur growth elsewhere in the euro-zone and the region's GDP rose by just 0.2%. Possible explanations for this are the fact... 19th May 2014 · 1 min read
Emerging Europe Economics Update Central Europe’s recovery strengthened in Q1 The preliminary estimates of first quarter GDP for Central and South Eastern Europe provide further evidence of a gradual recovery in the region. The main factor behind the improvement in growth... 15th May 2014 · 1 min read
Europe Data Response German ZEW Survey (May 14) The fifth consecutive decline in ZEW investor sentiment in May suggests that the German economic recovery might not gain much pace from here. 13th May 2014 · 1 min read
Europe Data Response German & Spanish Industrial Production (Mar.14) March’s industrial production data for key euro-zone countries suggested that the recovery in the sector failed to pick up any momentum and that even Germany experienced a modest slowdown. 8th May 2014 · 1 min read
Europe Economics Weekly The unhelpful divergence between France and Germany Data released last week suggested that the euro-zone recovery gained more traction at the start of Q2. But there remains a worrying divergence between France and Germany which risks holding back the... 28th April 2014 · 1 min read
Europe Data Response German Ifo Survey (Apr.) April’s Ifo survey supported the message from other recent surveys that the steady recovery in the German economy has continued into the second quarter. But a further marked acceleration seems... 24th April 2014 · 1 min read
Europe Economics Weekly Negative rates are no silver bullet on their own A negative interest rate on banks' excess reserves at the ECB might have some effect on banks' behaviour and at least prove that the ECB is prepared to follow its dovish words with action. But it must... 21st April 2014 · 1 min read
Europe Data Response German ZEW Survey (Apr.) & Euro-zone Trade (Feb.) April’s ZEW survey brought further evidence of strength in the German economy. But the fall in expectations raises some concerns over the medium-term outlook. 15th April 2014 · 1 min read
