Charging points for electric vehicles are emerging as an increasingly interesting segment infrastructure investors should keep an eye on.
For a change, Europe’s banking sector appears in reasonably good shape. That’s good news, not least as supranational decision-making remains fragmented.
Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.
Far fewer companies use ‘shadow’ internal water prices than carbon prices to guide business decisions.
Inflation looks set to remain quite sticky, with more interest rate hikes to come. This makes for a rather challenging environment for many risky assets.
By: Christian Scherrmann
Labor market tightness and its implications for monetary policy