Europe Economics Weekly Stars still aligned for more ECB support Despite last week's stronger than expected euro-zone inflation figures, the combination of still very weak price pressures, the strong euro and recent falls in liquidity in the banking sector still... 3rd March 2014 · 1 min read
Global Markets Update Will Spain’s and Italy’s bond spreads continue to fall? The yield spreads of Spanish and Italian government bonds over German Bunds began to fall sharply following the announcement of the ECB’s Outright Monetary Transactions programme in the summer of 2012... 27th February 2014 · 1 min read
Europe Data Response German Ifo Survey (Feb 14.) The rise in February’s German Ifo survey suggests that the economic recovery has continued to pick up some momentum in the early months of 2014. But growth in the euro-zone’s main engine looks set to... 24th February 2014 · 1 min read
Europe Data Response German ZEW Survey (Feb.) February’s ZEW survey gave mixed signals, suggesting that whilst the economic situation is improving slowly, investors are losing some optimism about the future. 18th February 2014 · 1 min read
Europe Data Response German Industrial Production (Dec.) December’s German industrial production figures came as a bit of a blow to hopes that the euro-zone’s main growth engine was picking up speed. 7th February 2014 · 1 min read
Europe Data Response German Ifo Survey (Jan.) January’s Ifo survey supported the message from other recent evidence that the German economy has started the new year with a reasonable amount of momentum. 27th January 2014 · 1 min read
Europe Data Response German ZEW Survey (Jan.) January’s ZEW survey confirmed that German investors have started the new year in a reasonably optimistic mood. 21st January 2014 · 1 min read
Europe Economic Outlook Deflation dangers cast shadow over recovery The European economy looks set for another year of weak growth in 2014, with the euro-zone likely to do little more than stagnate. Against that background, the European Central Bank (ECB) is likely to... 15th January 2014 · 1 min read
Europe Data Response Euro-zone EC Survey (Dec.) & German IP (Nov.) December's European Commission (EC) monthly business and consumer survey suggested that the euro-zone economy may have gained a bit more momentum towards the end of last year. But the outlook is still... 9th January 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Dec.), PPI (Nov.) & Ger. Unemp. (Dec.) December's fall in euro-zone CPI inflation will add to concerns that the region could suffer from a bout of deflation and increase the pressure on the ECB to take more action to support the economy. 7th January 2014 · 1 min read
Europe Economics Weekly The pitfalls in the euro-zone’s road to recovery Although our forecast for euro-zone GDP growth in 2014 of 0.5% is now only a little more downbeat than the consensus estimate, there remain plenty of risks that could yet derail the region's recovery... 6th January 2014 · 1 min read
Europe Commercial Property Focus Half a dozen key calls for European commercial property in 2014 As 2013 draws to a close, in this Focus we take the opportunity to outline a selection of our key calls for European commercial property markets in 2014, and the thinking that underpins them. 18th December 2013 · 1 min read
Europe Data Response German Ifo Survey (Dec.) December’s Ifo survey was consistent with other evidence pointing to steady but unspectacular growth in the German economy. 18th December 2013 · 1 min read
Europe Data Response German ZEW Survey (Dec.) December’s German ZEW survey suggested that financial market participants have ended the year in a reasonably upbeat mood towards the economic outlook. 17th December 2013 · 1 min read
Europe Data Response German Industrial Production & Trade (Oct.) October’s German industrial production data suggested that the country’s main growth engine has not only stalled, but gone into reverse. 9th December 2013 · 1 min read
Europe Commercial Property Focus Is there any value left in French and German property? Commercial property in the euro-zone's two largest economies may appear expensive. But given the market's size, liquidity and perceived safe-haven status, as well as our view that capital values will... 9th December 2013 · 1 min read
