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
Europe Economics Update European Council meeting unlikely to mark a turning point This week’s European Council meeting provides policymakers with the chance to prove that they will do whatever is necessary to get the region’s public finances on a stable footing. But in reality... 16th December 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs & Final CPI (Dec.) December’s euro-zone PMI surveys suggested that the economic recovery in the region maintained reasonable momentum towards the end of 2010. 16th December 2010 · 1 min read
Europe Data Response German ZEW (Dec.), Euro-zone Industrial Production (Oct.) The rise in German ZEW economic sentiment in December and October’s increase in euro-zone industrial production confirm that the euro-zone recovery has not yet run out of steam. 14th December 2010 · 1 min read
Europe Economics Focus What can euro-zone policymakers do? Euro-zone policymakers face enormous challenges to avoid a near-term financial disaster, reduce governments’ debt burdens in the medium term and foster economic growth. Given the scale of these tasks... 13th December 2010 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Dec.) Most of the peripheral euro-zone economies, excluding Spain, are still struggling to meet their budget deficit targets for this year, suggesting that additional fiscal measures will be needed next... 9th December 2010 · 1 min read
Global Markets Update Will common euro-zone bond issuance see the light of day? The establishment of a market for euro-zone government bonds that are guaranteed by all Member States is seen by some as an important contribution to a resolution of the region’s fiscal crisis. We are... 7th December 2010 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q3) The second estimate of euro-zone Q3 GDP provided some moderate encouragement that the economic recovery in the region is becoming a little more broad-based. But there are still good reasons to be... 2nd December 2010 · 1 min read
Europe Economics Focus Can the euro-zone really break up? There are several practical obstacles to leaving the euro-zone which mean that this is not an easy option. But if the benefits were deemed large enough, none of the obstacles would be insurmountable... 30th November 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Nov.) & Unemployment (Oct.) The latest news on the euro-zone economy suggests that the recent strength of activity in the region is doing little to raise price pressures or improve conditions in the labour market. 30th November 2010 · 1 min read
Europe Data Response Euro-zone EC Survey (Nov.) November’s EC business and consumer survey confirmed that the sovereign debt crisis in Ireland and elsewhere is not yet standing in the way of a broader recovery in the euro-zone economy. But the... 29th November 2010 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Nov.) The latest money and credit figures show that annual lending growth is continuing to pick up. Nonetheless, with the periphery’s banks still in a vulnerable position, the ECB’s plan for a gradual... 26th November 2010 · 1 min read
ECB Watch Phasing out support despite peripheral crisis The ECB faces the difficult task this month of weighing up the periphery’s disastrous situation on the one hand and pretty strong growth in the core euro-zone economies on the other. With the region’s... 25th November 2010 · 1 min read
Europe Economics Update Will Spain be the undoing of the euro-zone? With Ireland finally accepting a bailout, attention has turned to who might be next. Spain’s position is far less precarious, but there are some worrying similarities. And given the economy’s size... 23rd November 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Nov.) November’s surprise rise in the euro-zone PMI survey suggests that the economy has continued to expand amid the turmoil in the periphery. 23rd November 2010 · 1 min read
Europe Data Response German ZEW (Nov.) & EZ Final CPI (Oct.) November’s rise in German ZEW investor sentiment suggests that the euro-zone’s core has remained encouragingly resilient to the periphery’s troubles for now. But we still see German growth slowing... 16th November 2010 · 1 min read
