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Growing supply led to significantly falling prices for solar modules
For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.
Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification
How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.
Grains have often shown where commodities are heading
Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.
Short-term we see only a small chance of a sustainable countermove
The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.
Recession looks likely to be avoided this time
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
Increasing consumption in modern consumer society poses an ever-growing global challenge.
When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.
Election outcome expected to reflect broader trends and changes
Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.
Debt brake is increasingly being called into question
