Results of Germany’s IFO business climate survey for April sent a positive message on Tuesday. The overall Business Climate Index increased from 87.9 to 89.4, beating expectations of 88.9. Assessments of both the current…

  Optimism about the future continues to boost investor confidence in the Euro Area.  The ZEW Expectations series for the Eurozone (+10.4 to 43.9) and Germany (+11.2 to 42.9) surged and are now both at their highest in 26…

  Italy and Spain have a poor reputation when it comes to their economies. The European debt crisis affected them more than other Euro Area countries. Their housing markets collapsed and debt cost soared. France and Germany, while…

  German industrial production growth accelerated from an upwardly revised 1.3% m/m to 2.1% m/m in February, registering the fastest pace in 13 months and largely beating expectations of a slowdown. A 7.9% m/m increase in the…

  The 2.1-point increase in Germany’s Ifo Business Climate index in March brought it to a 9-month high of 87.8 and beat expectations of a more muted rise to 86.0. Both current economic conditions (+1.2 to 88.1) as well as…

  BCA’s European Investment Strategy team continues to expect the German economy to trail that of the rest of Europe. Since 2020, Germany has fallen behind, with its real GDP lagging that of the broader Eurozone by 5%. The…

  The stock market of the Eurozone’s largest economy keeps grinding higher with the DAX 40 closing at new highs last week. Since its October low, the index of German blue-chip companies advanced by 20%. Does this rally…

  According to BCA Research’s European Investment Strategy service, Germany will likely drag the overall Euro Area into contraction, even if, individually, other countries manage to avoid a recession. This slightly better…

  Germany’s IFO Business Climate index ticked up 0.3 points to 85.5 in February, in line with consensus estimates. Expectations for the next 6 months explain the improvement in sentiment among German companies (up 0.6 points…