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Globale Suche

2055 (31-40)
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Teaser
16. Januar 2024
33
Bitcoin surged to a 21-month high last week, surpassing $47,000, a level not seen since April 2022. At the same time, the SEC made a landmark ruling in favour of the first-ever spot Bitcoin ETFs. Last Wednesday, the regulator approved 11 such applications by major financial institutions, including BlackRock and Fidelity Investments. Trading has already begun, with the first ETFs listed last Thursday. [mehr]
12. Januar 2024
34
Indonesia has made impressive progress over the past few quarters in correcting the cyclical imbalances from the boom-bust pattern of the pandemic years. Both headline and core inflation have normalized; fiscal performance has surpassed expectations; and the trade surplus - while narrowing - has remained well supported by high commodity prices and mineral down-streaming efforts. The rupiah was one of the best-performing currencies in the region in 2023. [mehr]
10. Januar 2024
35
In our latest Q&A with we speak with Brett Ryan, Senior US Economist. He provides valuable insights into the anticipated actions of the Fed regarding the policy rate at the upcoming March FOMC meeting, discusses the outlook for the US economy, and examines potential market impacts resulting from the US elections. [mehr]
9. Januar 2024
36
Region:
With exactly five months to go until the European Parliament elections on June 6-9 we are hereby launching our EU Election Monitor. This first edition is a primer answering key questions like:
Why do EP elections and the composition of the next EU Commission matter for the EU economy?
What do current polls tell us about the likelihood of a second VdL Commission?
What could be the main policy priorities of the next Commission?
Which legislative proposals might still be finalised in the current legislative term?
What a right-wing shift in the European Parliament would mean for EU policy making?
What is the impact of EP elections on the timing of potential Excessive Deficit Procedures under the EU fiscal rules? [mehr]
5. Januar 2024
37
Deutschland steckt in einer Rezession. Nach dem Rückgang des BIP um 0,3% im Jahr 2023 erwarten wir ein weiteres Minus um 0,2% im Jahr 2024. Wir erwarten, dass die strukturellen Faktoren die Inflation über 2% halten werden, weshalb Bundrenditen als auch Hypothekenzinsen im Laufe des Jahres 2024 wieder anziehen sollten. Bis zum Jahresende 2024 erwarten wir, dass die 5-10-jährigen Hypothekenzinsen wieder auf 3,8% anziehen werden. Das Wohnungsangebot dürfte wohl über Jahre, wenn nicht sogar die ganze Dekade, knapp bleiben. In Q1 2024 dürfte aufgrund des Zinsrückgangs der Erschwinglichkeitsindex fallen und damit die Erschwinglichkeit zulegen. [mehr]
4. Januar 2024
38
Region:
The last 12 months have seen an impressive rebound of European banks which may have resulted in the industry’s most profitable year on record. Surging interest rates have played a major role, but resilient asset quality and a lower-than-feared impact of inflation on operating expenses have helped as well. A recovery in capital ratios – despite what probably have been the largest capital returns to shareholders since the financial crisis – rounds out a highly successful year. To pour a bit of water into the wine: business volumes were rather weak, in lending as well as in capital markets. Yet this is the flipside of the jump in rates and follows significant momentum over the previous years. Remarkably, the turmoil in the US and Swiss banking sectors in March has left no lasting scars. [mehr]
3. Januar 2024
39
There was light and shade in the expansion of renewable energies in Germany in 2023. Installed generation capacity in the photovoltaic sector increased more than ever before in 2023. It will be ambitious to reach that momentum again in 2024. Regarding onshore wind power, net additions in 2023 exceeded the figures from previous years. However, the record from 2017 was missed by a wide margin. Given the high number of new permissions, installed capacity for onshore wind power should grow faster in 2024. For offshore wind power, however, the year 2023 was disappointing. [mehr]
27. Dezember 2023
40
Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone. [mehr]
37.4.8