Europe Data Response French CPI (Jul.) Although the renewed fall in French inflation in July largely reflected the decline inthe price of oil, the data nonetheless confirmed that price pressures remain very subdued in the euro-zone’s... 13th August 2015 · 1 min read
Europe Data Response German, French & Spanish Industrial Production (Jun.) June’s industrial production from the euro-zone’s major economies suggested that next week’s figures on GDP growth in the currency union will reveal a slowdown from the already modest growth rates... 7th August 2015 · 1 min read
Europe Data Response French CPI (Jun.) France’s June inflation data confirmed that price pressures remain very subdued in the euro-zone’s second-largest economy. And the substantial slack in the labour market means that core inflation is... 15th July 2015 · 1 min read
Europe Economics Weekly New Greek bailout would just delay the inevitable There appears to be a chance that Greece and its creditors will come to a last minute agreement on a new bailout which avoids an imminent Greek departure from the currency union. But there are many... 10th July 2015 · 1 min read
Europe Data Response French & Italian Industrial Production (May) The rebound in French and Italian industrial production in May came as a welcome relief after Q2’s weak start and the disappointing German data earlier in the week. But across the euro-zone as a whole... 10th July 2015 · 1 min read
Europe Economics Update France's economic recovery will continue to disappoint The French economy’s decent start to 2015 is unlikely to have been sustained in Q2. Looking further ahead, we think that the recovery will struggle to gain significant pace over the next few years. In... 9th July 2015 · 1 min read
Europe Data Response French & Italian Industrial Production (Apr.) The falls in French and Italian industrial production in April suggest that euro-zone industry will be a weaker driver of GDP growth in Q2. 10th June 2015 · 1 min read
Europe Economics Weekly Greece on the brink Greece’s decision to emulate Zambia and bundle its June IMF payments has allowed another “make or break” moment to pass without either. But the continued divergences between the country and its... 5th June 2015 · 1 min read
Europe Data Response EC Business & Consumer Survey (May) The European Commission’s monthly Business and Consumer survey for May offered some assurance that the modest euro-zone recovery has continued despite the ongoing Greek crisis. 28th May 2015 · 1 min read
Europe Economics Weekly Market gyrations could threaten recovery The sharp rise in euro-zone bond yields and further appreciation of the euro last week might look like a response to the recent improvement in the euro-zone’s economic performance. But the renewed... 8th May 2015 · 1 min read
Europe Data Response French Industrial Production (Mar.) Although March’s French industrial production figures were a little disappointing, the sector has fared well at the start of 2015 and appears to have made a decent contribution to GDP growth in the... 7th May 2015 · 1 min read
Europe Economics Update French business surveys point to weak economic recovery France’s economic outlook appears particularly uncertain at the moment, with the business surveys painting a mixed picture. But even the most positive of these surveys still points to fairly sluggish... 29th April 2015 · 1 min read
Europe Economics Update French tax breaks seem unlikely to revive investment Investment has been the weakest link in France’s feeble economic recovery so far. But it is not clear that the French Government’s latest plans will alter this picture dramatically. For that, a... 14th April 2015 · 1 min read
Europe Data Response French & Spanish Industrial Production (Feb.) February’s French industrial data suggested that activity in the euro-zone’s second-largest economy may have gained a little pace at the start of 2015. And the healthy rise in Spanish production... 10th April 2015 · 1 min read
Europe Economic Outlook Recovery prospects clouded by Greece Recent indicators have brought signs of a renewed recovery in the euro-zone economy, reflecting the beneficial effects of lower oil prices and the decline in the euro exchange rate. But the picture... 8th April 2015 · 1 min read
Europe Commercial Property Update Will weak French growth hold back property returns? The anaemic growth outlook for the French economy in 2015 and 2016 does not bode well for a recovery in occupier demand. But increased competition for the best space amongst both tenants and investors... 8th April 2015 · 1 min read