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2011 (91-100)
15. Juni 2023
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [mehr]
14. Juni 2023
The diversification of supply chains is becoming an increasingly important theme for corporates. A series of economic and geopolitical shocks in recent years have exposed the vulnerabilities of concentrated supply chains, and are prompting conversations around the option set for corporates, particularly around China Plus One strategies. [mehr]
13. Juni 2023
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [mehr]
12. Juni 2023
Elektrische Wärmepumpen werden bei deutschen Bauherren immer beliebter. Schon im Jahr 2022 lieferten sie in mehr als der Hälfte aller Wohnungen in Neubauten die primäre Heizenergie. Im 1. Quartal 2023 stieg dieser Anteil sogar auf 55%. Somit haben Wärmepumpen in kurzer Zeit die Marktführerschaft übernommen. Ein wichtiger Grund für den raschen Zuwachs ihres Marktanteils sind staatliche Zuschüsse, die bis zu 40% der Gesamtkosten ausmachen können. [mehr]
12. Juni 2023
Electric heat pumps are becoming increasingly popular with German homebuilders. In 2022, they already supplied the primary heating energy in more than half of all homes in new buildings. In the 1st quarter of 2023, this share even rose to 55%. Thus, heat pumps have taken over the market leadership in a short time. An important reason for the rapid growth of their market share is government subsidies, which can account for up to 40% of the total cost. [mehr]
9. Juni 2023
European banks are running at full steam, achieving the best start to a year since the financial crisis – the stress in March notwithstanding. Revenues have been buoyed by exceptional growth in interest income, while provisions for loan losses have fallen back again and costs remain in check. Capital and liquidity positions continue to be very robust, in spite of ample returns to shareholders and TLTRO repayments to the ECB. There are some clouds on the horizon though: interest rate increases are likely coming to an end and loan growth may slow further. [mehr]
7. Juni 2023
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps. [mehr]