Europe Economics Update Could the euro-zone mimic the UK’s recovery? On the face of it, the UK’s impressive economic recovery offers significant hope to the euro-zone. Butwe think that still high levels of debt and a relatively timid monetary policy response will... 25th July 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Jun.) Although June’s euro-zone monetary data showed some further signs of improvement, lending is still falling and the data point to a significant risk of deflation in the region. 25th July 2014 · 1 min read
Commodities Update PMIs to provide only limited support to commodity prices Despite the rise in the PMIs in both China and the euro-zone in July, the near-termoutlooks for industrial commodity and oil prices remain weak. Indeed, there arelingering concerns that the euro-zone... 24th July 2014 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Jul.) The jump in the flash composite PMI in July suggested that euro-zone activity picked up at the start of Q3 but it is unlikely to alleviate concerns that the recovery in the euro-zone is already... 24th July 2014 · 1 min read
Europe Data Response Euro-zone Trade (May) May’s euro-zone trade data provided some tentative signs that exports may bebeginning to pick up. But the external sector remains too weak to offset fears that thedomestic recovery is faltering at an... 16th July 2014 · 1 min read
Europe Data Response Euro-zone Industrial Production (May) The sharp fall in euro-zone industrial production in May suggests that the recovery in the sector is flagging before it has even really begun, boding ill for the region’s overall economic recovery. 14th July 2014 · 1 min read
Europe Economics Update ABS purchases will not take QE off the table The ECB’s prospective ABS purchases might ultimately help to strengthen the euro-zone financial system. But they will not stave off the immediate disinflationary pressures facing the region. 9th July 2014 · 1 min read
Europe Economic Outlook As good as it gets? While the European economic recovery probably picked up a bit of speed in the second quarter of the year, there are growing signs that Q2 was as good as it is likely to get. Activity indicators in the... 8th July 2014 · 1 min read
DM Markets Chart Pack Euro likely to come under pressure again soon Additional easing by the ECB in June has failed to generate further downward pressure on the euro. Indeed, the euro has strengthened since the Governing Council met last month. However, while the ECB... 3rd July 2014 · 1 min read
Europe Data Response Euro-zone Retail Sales (May) & Final PMIs (Jun.) May’s euro-zone retail sales data showed that spending on the high street has weakened since the first quarter, providing further evidence that the region’s recovery may be slowing before it has even... 3rd July 2014 · 1 min read
Europe Chart Pack Was Q2 as good as it gets? In Q2, the euro-zone probably saw a small improvement on Q1’s 0.2% rise in GDP. But falls in the latest activity indicators such as the PMI and the EC’s ESI suggest that the region’s recovery could be... 2nd July 2014 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Jun.) Although progress is still slow, the latest euro-zone fiscal data provided more evidence that peripheral governments are gradually strengthening their fiscal positions. 2nd July 2014 · 1 min read
Europe Data Response Euro-zone Unemployment (May) & Final Manu. PMI (Jun.) May's unemployment data highlighted that the euro-zone’s economic recovery is still too weak to erode the significant amount of slack in the labour market. 1st July 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (May) May’s small improvement in the euro-zone monetary data will not be enough to shake off concerns that the financial sector is a brake on the recovery and does little to diminish the risk that the... 30th June 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jun.) June’s weak euro-zone inflation figures will add to pressure on the ECB to provide more policy support, particularly given recent signs that the recovery may already be slowing. 30th June 2014 · 1 min read
Europe Economics Weekly Is the euro-zone recovery over already? Last week's euro-zone economic data added to the growing weight of evidence that the fledgling recovery in the currency union - which only really got going a year ago - is already running out of steam... 30th June 2014 · 1 min read
