1. Research
  2. Globale Suche
1908 (81-90)
20. Dezember 2022

Europe finally catching up on the US?

Region:
Europa
Chart in Focus
Thema:
Banken und Finanzmärkte
Autor:
Jan Schildbach
Online PDF 93k
For more than a decade, European banks have sought to catch up and narrow the gap to their US peers. For many years, they were not particularly successful, due to a number of reasons: economic growth in the US outpaced that in Europe, interest rates were consistently higher (and never negative) on the other side of the Atlantic, and restructuring and capital raising needs were greater in Europe which constrained the banks’ ability to expand their business. In the past few years, however, European banks’ performance has indeed improved and they have not just made substantial progress, but also seem well positioned to finally reduce the distance to their US competitors. [mehr]
19. Dezember 2022

Outlook 2023/24: New global realities

Region:
Deutschland
Focus Germany
Thema:
Banken und Finanzmärkte, Branchen und Ressourcen, Immobilien, Makroökonomie, Wirtschafts- und Europapolitik
Autor:
Eric Heymann, Heike Mai, Jan Schildbach, Jochen Möbert, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider
PDF 1M
We look at the expected recession in the winter half-year 2022/23 and the onset of recovery, how inflation will peak, while the labor market loses momentum and private consumption is hit by the loss of purchasing power. Construction and Capex spending are set to deteriorate. Fiscal policy continues to lean against the headwinds but should normalize somewhat. Loan growth, both with corporates and private households, may slow substantially. In a medium-term perspective, we discuss risks for the manufacturing industry and Germany’s geopolitical and competitive position. [mehr]
9. Dezember 2022

Inflation und Zinsanstieg: Privathaushalte reagieren. Sparen, Geldanlage und Kredit

Region:
Deutschland
Deutschland-Monitor Finanzen der privaten Haushalte
Thema:
Banken und Finanzmärkte, Immobilien
Autor:
Heike Mai
PDF 270k
Das Einlagenwachstum der Privathaushalte ist bis Ende September deutlich auf nur noch 1,9% ggü. Vorjahr zurückgegangen, infolge gestiegener Lebenshaltungskosten und stark negativer Realzinsen. Andere Finanzanlagen verzeichneten hingegen im ersten Halbjahr vergleichbar hohe Zuflüsse wie in den zwei Rekordjahren zuvor. Im kommenden Jahr ist ein ähnliches Anlageverhalten zu erwarten. Die Baukredite legten mit netto EUR 53,9 Mrd. in den ersten neun Monaten nochmals kräftig zu, aber 2023 dürften die Neukredite sinken und der Bestand deutlich langsamer wachsen. [mehr]
8. Dezember 2022

Deutlicher Produktionsrückgang in der Chemieindustrie

Region:
Deutschland
Aktuelle Grafik
Thema:
Branchen und Ressourcen
Autor:
Eric Heymann
Online PDF 195k
Keine Industriebranche in Deutschland ist derart stark von der Gasknappheit und den gestiegenen Gaspreisen betroffen wie die Chemieindustrie. Das Produktionsniveau der Branche lag im Oktober 2022 um 22,5% unter dem Wert des 4. Quartals 2021. Auch in der mittleren Frist haben sich die Perspektiven der Chemieindustrie am Standort Deutschland verschlechtert. [mehr]
7. Dezember 2022

World Outlook 2023: The Looming Recession

Region:
International
Podzept (Podcast series)
Autor:
Mark Wall, Matthew Luzzetti, Peter Hooper
Anhören Audio 17M
Peter Hooper, Global Head of Economics Research, Matt Luzzetti, Chief US Economist and Mark Wall, Chief European Economist, discuss the world outlook 2023 as we find ourselves at a defining moment for the global economy. Inflation is running at multi-decade highs, central banks are pursuing their most aggressive tightening cycle in a couple generations, and a recession is now increasingly expected in the US and Europe. As 2023 nears, there is a growing consensus that it is shaping up will be the third-worst year for global growth so far in the 21st century, behind only the pandemic year in 2020 and the aftermath of the financial crisis in 2009. [mehr]
567891011121314
33.13.0