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Economic Outlook no. 1189-1190 |Macroeconomic, Risk and Insolvency Outlook


Euler Hermes


Economic forecasts


Change over the period, unless otherwise indicated: * contribution to GDP growth ** EUR bn


FRANCE GDP


Consumer Spending Public Spending Investment


Construction Equipment


Stocks Exports Imports


Net exports Current account


Unemployment rate Wages


Inflation General government balance ** **


General government balance (% of GDP) Public debt (% of GDP) Nominal GDP


Current account (% of GDP) Employment


* * **


share 100%


58% 25% 19% 5%


14% 0%


27% 30% -2%


2011 1.7


0.3 0.2 3.5 3.2 3.8 0.9 5.5 5.2 0.0 -39 -2.0 0.9 9.6 3.4 2.1


-104 -5.2 86


1,995 Sources: IHS Global Insight, Euler Hermes forecasts Short-term advanced indicators


Industrial output and confidence indices Industrial output in yearly change (3-month average) and confidence index (2-month average)


10


-20 -15 -10 -5 0 5


10 20


9 9 0 0 0 0 0 0 0 0 0 0 1 1 1 13210987654321098 Industrial confidence index (right axis)


Industrial output (left axis in %) Sources: national statistics, IHS Global Insight


Retail sales and confidence indices Retail sales in yearly change (3-month average) and confidence index (2-month average)


-3 -2 -1 0 1 2 3 4 5 6


Household confidence index (right axis) Retail sales (left axis in %)


9 9 0 0 0 0 0 0 0 0 0 0 1 1 1 13210987654321098 Sources: national statistics, IHS Global Insight


-40 -35 -30 -25 -20 -15 -10 -5 0 5


-50 -40 -30 -20 -10 0


2012 0.1


-0.1 1.3 0.5 0.8 0.4


-0.9 2.4 0.2 0.6 -43 -2.1 -0.2 10.4 1.8 2.0 -91 -4.5 91


2,033


2013 0.2


0.1 0.7


-0.2 -0.6 -0.2 0.0 1.9 1.9 0.0 -43 -2.1 -0.4 10.7 1.3 1.6 -70 -3.4 93


2,071 forecasts


Current account balance and trading partners


Current account balance in% of GDP


-2.5 -2.0 -1.5 -1.0 -0.5 0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5


forecasts


10,000 20,000 30,000 40,000 50,000 60,000 70,000


9 9 9 9 9 0 0 0 0 0 1 1319753197531 Sources: IHS Global Insight, Euler Hermes forecasts Trading partners


USD billions: exports (FOB), imports (CIF) 12-months cumulative figures to end of Dec 2011


Country Total


of which, euro zone Germany Italy


Spain


Belgium UK


Country Total


of which, euro zone Germany Belgium Italy


Netherlands Spain


Exports 584 283 98 48 44 43 39


Imports 701 396 134 79 54 53 46


Sources: IHS Global Insight, IMF 23


Share of total 100% 48.4% 16.7% 8.3% 7.4% 7.4% 6.7%


Share of total 100% 56.6% 19.1% 11.3% 7.7% 7.5% 6.6%


Industry


Construction Trade


Transport


Real estate activities Business services


Other service activities Hotels and restaurants Others Total


Number Change* Share 3,659


-0.4%


12,399 10,856 1,599 1,698 6,790 2,371 5,027 5,275


49,674


* Jan-Oct '11 to Jan-Oct '12 Source: Euler Hermes


7.4%


-2.0% 25.0% -0.2% 21.9% 11.2% 6.5%


3.2% 3.4%


4.2% 13.7% 1.4%


4.8%


5.0% 10.1% -5.2% 10.6% 0.5% 100%


0 9 9 9 9 9 0 0 0 0 0 1 1319753197531 Source: Euler Hermes Insolvencies by sector 2012


2014 1.2


0.6 0.4 1.9 0.8 2.3 0.1 5.8 4.7 0.2 -40 -1.9 0.4


10.7 1.7 1.8 -61 -2.9 94


2,114 Sources: IHS Global Insight, Euler Hermes forecasts Insolvencies


Insolvencies in number of cases


GDP growth and contribution of the components, in percentage points (quaterly data)


-2.0 -1.5 -1.0 -0.5 0.0 0.5 1.0 1.5 2.0


09 forecasts


GDP and components


Internal demand excluding stocks Net exports Stocks


GDP 10 11 12 13


46,495


53,988 60,558


60,427


43,342 43,276 44,285


47,786 53,949 64,814


58,213 62,643


61,004


49,383 49,056 49,494


47,335 49,995


57,626 64,517


60,655 62,850


63,332 61,820


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