Europe Data Response Euro-zone EC Survey, German Unemp. (Nov.) & Spa. GDP (Q3) November’s rise in the EC’s euro-zone Economic Sentiment Indicator (ESI) is a comforting sign given the recent falls in other indicators, like the composite PMI, but we still expect the recovery to... 28th November 2013 · 1 min read
Europe Data Response German Ifo Survey (Nov.) November’s German Ifo index echoed the message of the ZEW survey and PMI that the economy might have regained a bit of momentum in the fourth quarter. But growth looks set to be steady rather than... 22nd November 2013 · 1 min read
Europe Data Response German ZEW Survey (Nov.) November’s German ZEW survey provided some evidence that the euro-zone’s biggest economy has continued to expand in the fourth quarter, but at a relatively moderate pace. 19th November 2013 · 1 min read
Europe Economics Weekly Signs of growth convergence provide little comfort Q3's meagre rise in euro-zone GDP clearly was disappointing, but there were some signs that growth within the region is converging. The slowdown was largely down to weaker growth in Germany and France... 18th November 2013 · 1 min read
Europe Data Response German Industrial Production (Sep.) September’s German industrial production figures suggest that the country’s supposed growth engine may have slowed somewhat, if not stalled. 7th November 2013 · 1 min read
Europe Commercial Property Chart Pack Robust investment market built on shaky fundamentals The improvement in the euro-zone economy has supported a relatively active quarter for commercial property investment in Q3. Moreover, some types of investors have become increasingly willing to look... 6th November 2013 · 1 min read
Europe Data Response German Ifo Survey (Oct 13.) The fall in German Ifo business sentiment in October provided another timely reminder that the euro-zone recovery remains fragile. 25th October 2013 · 1 min read
Europe Commercial Property Update German office occupier demand set to strengthen Third-quarter agency data show that, overall, office occupier market activity in Germany's major markets has continued to trend lower. But take-up levels remain relatively high, while the positive... 18th October 2013 · 1 min read
Europe Economics Update Long German coalition talks won't cause much change While the struggle to form a new German Government looks set to continue for another month, this does not mean that major change is afoot. Angela Merkel might make some concessions on a national... 17th October 2013 · 1 min read
Europe Data Response German ZEW Survey (Oct.) The continued rise in ZEW investor sentiment in October suggests that the German economy is so far weathering the storm of political turmoil elsewhere. 15th October 2013 · 1 min read
Europe Data Response German Industrial Production (Aug.) Despite the sharp rise in production in August, the German industrial sector will provide the wider economy with a slightly smaller boost in Q3 than Q2. 9th October 2013 · 1 min read
Europe Economic Outlook Growth prospects improve, but crisis unresolved The European economy has shown further signs of recovery, with the euro-zone finally emerging from recession in the second quarter and other parts of the continent also faring better. But growth in... 8th October 2013 · 1 min read
Europe Commercial Property Update Will Spanish property yields close the gap with core markets? The factors which have supported the sharp narrowing of the spread between Spanish and German government bond yields over the past year or so should also be supportive of Spanish property values... 8th October 2013 · 1 min read
Europe Commercial Property Update Are opportunities emerging in European non-prime property? The spreads between non-prime and prime yields in some of Europe’s core property investment markets have widened over the past few years. But without stronger evidence of a sustainable economic... 3rd October 2013 · 1 min read
Europe Commercial Property Focus Logistics: where are the opportunities? Over the next 5-10 years, we think that capital values in the European logistics sector will be strongest in Hungary, Ireland and the UK, but also above average in Russia and Germany. 30th September 2013 · 1 min read
Europe Data Response German Ifo Survey (Sep.) September’s rise in German Ifo business sentiment confirmed that the economy is recovering, but we continue to expect GDP growth to be reasonably sluggish over the coming quarters. 24th September 2013 · 1 min read
