Europe Data Response German ZEW (May) May’s fall in the headline ZEW index adds to evidence that the German economic recovery may be starting to slow. 17th May 2011 · 1 min read
Europe Commercial Property Update German industrial recovery still insufficient to trigger rental growth This morning’s German trade balance data, together with last week’s production data, suggest that Germany’s industrial recovery still has plenty of momentum. Yet, the strong recovery seen so far has... 9th May 2011 · 1 min read
Europe Data Response German Industrial Production (Mar.) March’s German industrial production figures add to other signs that the wider economy made a strong start to the year. But there is growing evidence that the industrial recovery may have started to... 6th May 2011 · 1 min read
Europe Data Response German Flash CPI (Apr.) April’s sharp rise in the German CPI inflation figures will do nothing to ease the ECB’s concerns over rising inflationary pressures. But the pick-up is not quite as alarming as it initially seems. 27th April 2011 · 1 min read
Europe Data Response German Ifo Survey (Apr.) April’s Ifo survey added to the recent tentative evidence that the super-strong German economic recovery is starting to come off the boil a little bit. 21st April 2011 · 1 min read
Europe Data Response German ZEW (Apr.) April’s fall in the headline German ZEW index does little to alter our view that the German economy will continue to grow at a pretty robust pace over the coming months. 12th April 2011 · 1 min read
Europe Data Response German Industrial Production (Feb.) February’s German industrial production figures confirm that the economy’s impressive expansion has continued in the early months of 2011 and that Germany remains the euro-zone’s best performing... 7th April 2011 · 1 min read
Europe Data Response German Flash CPI (Mar.) The latest German CPI inflation numbers are unlikely to provide the ECB with a great deal of comfort. Accordingly, it remains virtually inevitable that the Bank pushes ahead with its April interest... 29th March 2011 · 1 min read
Europe Data Response German ZEW (Mar.) & Euro-zone Employment (Q4) March’s small fall in the headline German ZEW index suggests that investor sentiment might be starting to ease in response to the ECB’s increasingly hawkish stance and global concerns. But this does... 15th March 2011 · 1 min read
Europe Data Response German Industrial Production (Jan.) January’s sharp rise in German industrial production adds to evidence that the recovery in the sector and the wider economy still has plenty of momentum and that Germany will remain the euro-zone’s... 9th March 2011 · 1 min read
Europe Economics Weekly Will the German revival save the periphery? Healthy rises in the euro-zone business surveys in February add to evidence that the region as a whole and Germany in particular have made a strong start to the year. But while a bout of robust German... 28th February 2011 · 1 min read
Europe Data Response German Flash CPI (Feb.) The further rise in German CPI inflation in February will do nothing to ease the ECB’s worries about building inflationary pressures. But we continue to think that the pickin German inflation is... 25th February 2011 · 1 min read
Europe Data Response Euro-zone Flash PMIs & German Ifo (Feb.) February’s euro-zone PMI and German Ifo surveys suggest that the euro-zone and German economies have started 2011 with a bang. Nonetheless, divergences between the core and peripheral euro-zone... 21st February 2011 · 1 min read
Europe Data Response German Industrial Production (Dec.) December’s sharp fall in German industrial production is not as worrying as it seems. Although GDP growth in Q4 will not be as strong as we had previously anticipated, owing to bad weather, it still... 8th February 2011 · 1 min read
Europe Data Response Euro-zone Unemp. (Dec.), Ger. Unemp. & E-Z Manu PMI (Jan.) The latest euro-zone data provide encouraging signs that the economic recovery is filtering through to the labour market and that the industrial sector is still expanding strongly. But large... 1st February 2011 · 1 min read
Europe Commercial Property Update Frankfurt to lead Germany's office rental recovery The relative importance of the banking and financial services industries to the Frankfurt office market could mean that occupier demand will recover faster here than elsewhere in Germany. Meanwhile... 31st January 2011 · 1 min read
