Europe Economics Weekly Germany to fund more than a third Greek bail-out? German Finance Minister Wolfgang Schäuble’s acknowledgement last week that Greece needs more aid seemed like a statement of the obvious. Encouragingly, however the size of any new bail-out will be... 26th August 2013 · 1 min read
Europe Data Response German GDP Breakdown (Q2) The second release of Q2 German GDP confirmed that the economy expanded by an encouraging 0.7%. But while the recovery should continue, a closer look at the data suggests that the pace of growth will... 23rd August 2013 · 1 min read
Europe Commercial Property Update What is the outlook for German office vacancy rates? The German economy seems to be getting back onto a solid footing. However, given the normal lags between developments in the economy and the property market, changes already seen in regional labour... 22nd August 2013 · 1 min read
Europe Economics Update German minimum wage won’t rebalance the euro-zone Germany seems set to introduce a national minimum wage after September’s election. But it will probably do little to boost German consumer spending or to rebalance the euro-zone more generally. 13th August 2013 · 1 min read
Europe Data Response German Industrial Production (Jun.) June’s German industrial production data point to a healthy rise in GDP in Q2 and the sector could continue to build up steam in the near term. 7th August 2013 · 1 min read
Europe Data Response German Ifo Survey (Jul.) July’s small rise in the German Ifo added to evidence that the economy is gathering momentum, but the recovery is likely to be relatively modest. 25th July 2013 · 1 min read
Europe Data Response German ZEW Survey (Jul.) & Euro-zone Trade (May) German investor sentiment weakened in July as disappointing hard data and troubles in Portugal reminded investors that the euro-zone crisis is far from over. And May’s sharp fall in euro-zone exports... 16th July 2013 · 1 min read
Europe Economics Weekly Ominous signs for German exports Last week’s German trade data revealed a sharp drop in exports, suggesting that the economy’s export engine is not performing particularly well. Much attention has focused on the deteriorating outlook... 15th July 2013 · 1 min read
Europe Economics Focus Can Germany solve the euro-zone crisis? As the German economy struggles to grow, the Government will continue to resist the permanent transfers that the euro-zone’s periphery needs. But it will probably back further extensions to deficit... 11th July 2013 · 1 min read
Europe Commercial Property Update German logistics capital values set to disappoint Our view that logistics property in Germany will underperform the other main commercial property sectors over the coming years is underpinned by the fact that, in both an international and historic... 9th July 2013 · 1 min read
Europe Data Response German Industrial Production & Trade (May 13) May’s falls in German exports and industrial production add to evidence that the recovery in the euro-zone’s largest economy will be very modest. 8th July 2013 · 1 min read
Europe Data Response German Ifo Survey (Jun.) June’s German Ifo survey echoed the slightly firmer tone of other recent indicators. But it certainly did not suggest that the euro-zone’s biggest economy is embarking on a spectacular recovery. 24th June 2013 · 1 min read
Europe Data Response German ZEW Survey (Jun.) The rise in the headline ZEW index in June reinforced other data in pointing to an acceleration in the German economy. But while expectations picked up, the ‘current situation’ component fell again. 18th June 2013 · 1 min read
Europe Data Response German Industrial Production & Trade (Apr.) Increases in German industrial production and exports in April have boosted the chances that the very modest recovery seen in Q1 might gain pace in Q2. 7th June 2013 · 1 min read
Europe Data Response German Ifo (May), Consumer Conf. (Jun) & Final GDP (Q1) May’s renewed rise in the German Ifo survey and the increase in the GfK consumer confidence indicator for June added to signs that the economy is recovering. But we expect the recovery to be modest. 24th May 2013 · 1 min read
Europe Economics Update Is monetary policy too loose for Germany? This Update addresses the question of whether monetary policy is now too loose for Germany and, if so, what can be done about it? While there are various policies that could be adopted at the national... 16th May 2013 · 1 min read
