Europe Commercial Property Chart Pack Euro-zone investment market recovery lacklustre (May 10) Despite a fall in Q1, the underlying trend in European commercial property investment volumes continued to improve gradually. Although still patchy at the city level, falls in euro-zone office and... 12th May 2010 · 1 min read
Europe Data Response Euro-zone GDP (Q1) & Industrial Production (Mar.) Q1’s modest rise in euro-zone GDP confirms that the economic recovery in the region has failed to gain any real momentum even before the painful fiscal consolidation faced by many economies has begun. 12th May 2010 · 1 min read
Europe Economics Weekly Contagion concerns will surely deepen The continued turmoil of Greek financial markets reflects a growing recognition that the rescue package - even if delivered swiftly - does not address Greece’s fundamental problems. There is still a... 10th May 2010 · 1 min read
Europe Economics Update ECB trying to provide reassurance The ECB is trying to inject calm amid the fiscal turmoil, maintaining a dovish stance after leaving interest rates at 1%. Some might have been disappointed that there were no hints of further... 6th May 2010 · 1 min read
Europe Economics Update Will the ECB be forced to adopt QE? With the impending bailout failing to reduce Greek bond yields and concerns spreading to other peripheral economies, some have suggested that the ECB might yet step in and buy government bonds itself... 6th May 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI (Apr.) & Unemployment (Mar.) The euro-zone CPI and unemployment figures add to the view that the region is set for a prolonged period of weak price pressures. 30th April 2010 · 1 min read
ECB Watch Greek turmoil adds to ECB caution Any earlier suspicions that ECB interest rate hikes might have been on the horizon have surely been blown away by the Greek crisis. For now, the recovery in the broader euro-zone economy seems to have... 29th April 2010 · 1 min read
Europe Data Response Euro-zone EC Survey & German Unemployment (Apr.) April’s improvement in the EC business and consumer survey suggests that, for the time being at least, the euro-zone’s fiscal crisis is not preventing a recovery in the broader economy. 29th April 2010 · 1 min read
Europe Economics Update Does Greece really have a silver lining? Recent falls in the euro and euro-zone bond yields, coupled with stronger economic data from the core economies, has led to suggestions that the Greek crisis might have a silver lining. But we find it... 28th April 2010 · 1 min read
Europe Economics Focus Will the euro-zone survive? The euro-zone should stay together for another few years at least. But the region’s periphery requires an excruciating competitive adjustment that might well plunge it into depression. Meanwhile... 28th April 2010 · 1 min read
Europe Economics Weekly Recovery continues, but medium-term worries grow Last week’s euro-zone data will have added to hopes that the recovery resumed at the start of this year, following Q4’s stagnation. But concerns about the region’s medium-term prospects remain, with... 26th April 2010 · 1 min read
Europe Data Response Euro-zone Flash PMIs (Apr.) April’s increase in the euro-zone composite PMI provides further hope that the recovery is regaining momentum. But with few signs from the hard data that the region’s heavy reliance on external demand... 22nd April 2010 · 1 min read
Europe Data Response Euro-zone CPI (Final, Mar.) & Trade (Feb.) On the face of it, March’s sharp rise in euro-zone CPI inflation may look a little alarming. But with a fundamental lack of inflationary pressure in the economy, deflation rather than a surge in... 16th April 2010 · 1 min read
Europe Data Response Euro-zone Industrial Production (Feb.) On the face of it, February’s euro-zone industrial production figures confirm that the sector continues to expand at a healthy pace. But there are several reasons why these figures should be treated... 14th April 2010 · 1 min read
Europe Economics Update The broader implications of the Greek bail-out Opinions on the broader implications of the Greek rescue package for the future of the euro-zone not surprisingly differ widely. But the conditions that made the bail-out necessary will have a... 14th April 2010 · 1 min read
Europe Economics Weekly Modest industrial recovery on track Last week’s further blow-out in Greek bond yields suggests that any slim chances that Greece had of muddling through its crisis on its own have all but evaporated. Some form of rescue - or at least a... 12th April 2010 · 1 min read
