European data remains off kilter as developed economies wobble; markets correct on inflation rebound

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EU Economic Update – 11 May 2015

European data remains off kilter as developed economies wobble; markets correct on inflation rebound

The core headline event in European markets over the last fortnight has been a broad based correction across all asset classes that had previously benefitted from the ECB’s QE program.

This saw long dated German bonds undergo their heaviest sell off for nearly two decades while the German equity […]

By |2020-09-09T09:42:26+05:30Monday, May 11, 2015|Categories: Europe, Macro Timeline|0 Comments

A mixed performance from European markets as PMI surveys disappoint; April inflation data the main event for the current week

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European Economic Update – 28 April 2015

A mixed performance from European markets as PMI surveys disappoint; April inflation data the main event for the current week

In Europe there was a mixed performance from markets during the recent fortnight as a number of economic data releases appeared to point toward a murkier growth outlook, therefore, calling into question what had previously been a growing consensus that Europe may finally have begun to […]

By |2020-09-09T09:42:30+05:30Wednesday, April 29, 2015|Categories: Europe, Macro Timeline|0 Comments

Greece’s debt repayment schedule in focus ahead of ECB press conference

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EU Economic Update – 12 April 2015

Greece’s debt repayment schedule in  focus ahead of ECB press conference

The European economic calendar was fairly quiet last week, with Spanish unemployment data being the only release of significance. This showed joblessness in Spain falling faster than expected in March.

Greece also made another loan payment to the IMF last week, one of approximately $500 million however, the country still has just over 3 billion euros worth of payments to make […]

By |2020-09-09T09:42:32+05:30Monday, April 13, 2015|Categories: Europe, Macro Timeline|0 Comments

European equities remain buoyant despite mixed economic data

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EU Economic Update – 06 April 2015

European equities remain buoyant despite mixed economic data

In Europe equity markets remained buoyant last week despite a hotchpotch of positive and negative economic releases for the period, indicating that easy ECB policy is likely to continue as the key driver of continental markets for the time being.

In detail, German CPI, retail sales and unemployment figures for the month of March all […]

By |2020-09-09T09:42:36+05:30Wednesday, April 8, 2015|Categories: Europe, Macro Timeline|0 Comments

Greece remains a threat, albeit a diminished one, while other European horizons continue to brighten

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EU Economic Update – 29 March 2015

Greece remains a threat, albeit a diminished one, while other European horizons continue to brighten

Despite all of the media headlines projecting either doom and gloom, or outright Armageddon, the euro area as a whole has shown some signs of improvement of late.

Germany, Spain & pockets of the Nordics appear to be particular bright spots, while some projections for French economic growth […]

By |2020-09-09T09:42:38+05:30Monday, March 30, 2015|Categories: Europe, Macro Timeline|0 Comments

European equity markets hold onto gains as ECB commences QE; spotlight is back on Greece

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 European Economic Update – 24 March 2015

European equity markets hold onto gains as ECB commences QE; spotlight is back on Greece

European equity markets remained buoyant throughout the last fortnight as the ECB commenced with its easing program and economic data continued to brighten. In particular, we note the recent uptick in both the ZEW and the Eurostat measures of consumer and investor confidence, which we take to be […]

By |2020-09-09T09:42:40+05:30Tuesday, March 24, 2015|Categories: Europe, Macro Timeline|0 Comments
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