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
Europe Data Response German Flash CPI (Jan.) The further rise in German CPI inflation in January is likely to add to the ECB’s worries about building inflationary pressures. But the chances of inflation reaching the levels seen in mid 2008, when... 27th January 2011 · 1 min read
Europe Data Response German Ifo Survey (Jan.) January’s Ifo index echoes the upbeat tone of most of the other short-term indicators on the German economy, including the ZEW survey released earlier this week. 21st January 2011 · 1 min read
Europe Data Response German ZEW (Jan.) January’s healthy rise in the headline German ZEW index suggests that, for now at least, investor sentiment is continuing to be buoyed by the upbeat economic data and the weaker euro. 18th January 2011 · 1 min read
Europe Data Response Euro-zone Unemp. (Nov.) & GDP (Q3) & German IP (Nov.) The latest euro-zone data once again highlight the huge divergences that are building up in the region and may also add to fears that the industrial recovery is failing to spread to other sectors of... 7th January 2011 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Dec.) December’s bigger-than-expected rise in euro-zone CPI inflation probably reflected energy and food effects. Underlying price pressures in the region remain very weak. 4th January 2011 · 1 min read
Europe Data Response German Ifo Survey (Dec.) & Euro-zone Trade (Oct.) December’s Ifo survey adds to the evidence that the German economy continues to expand at a rapid rate. For Germany at least, the problems in the periphery are for now being more than offset by the... 17th December 2010 · 1 min read
