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Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.
The extraordinary savings of the Covid period are depleted now, except among the wealthy – who aren’t quick to spend. So, the economy gets no savings boost this year.
Europe’s banks and U.S. real estate – an unhealthy relationship once again questioned by markets.
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
More secure supply brings gas prices back down
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.
Remain relatively cheap, investors stay cautious – wrongly so, as we believe
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.
Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models
Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.
By: Björn Jesch
The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.
How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets
Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not
Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.
