Housing market could create a catch-22 for the ECB

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Recent wobbles in US and European banking markets have been triggered by idiosyncratic issues at some institutions and broader uncertainty about the impact of central banks’ monetary tightening. [more]

European banks in a sweet spot

November 17, 2022

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The European banking sector is currently enjoying a sweet spot. [more]

European banks: Still standing strong

August 26, 2022

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In an unusual constellation, the banking industry is at the same time suffering and benefiting from the current difficult macroeconomic situation. [more]

Residential market: A breather rather than the end of the price cycle

August 12, 2022

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Rising mortgage rates and shortages of building materials led to a shock of uncertainty in the housing market over the last months. But there are many countervailing effects. Hence, it is not set in stone that the house price cycle comes to an end. [more]

European bank performance in inflation times

July 26, 2022

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Banking and financial markets, Digital

Rising interest rates due to rampant inflation will have a mixed impact on the banking industry. They are a boon for net interest income but also cool down loan demand (currently still buoyant) and may lead to higher loan losses. [more]

Stablecoins and DeFi: Passing the test

July 19, 2022

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International

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Heike Mai

Stablecoins and the DeFi ecosystem have taken a hard hit recently. However, the current stress for cryptos caused by tighter monetary policy may reveal which services offer real value for customers. [more]

E-mobility: Big differences in Europe – structural change in Germany

July 6, 2022

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Germany

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Sectors and resources

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Eric Heymann

From 2035, only climate-neutral passenger cars will be allowed to be registered in the EU. In principle, the course is being set in the direction of battery-electric mobility. However, the option of using e-fuels is not completely off the table. [more]

European banks: On robust footing in turbulent times

April 29, 2022

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Like the real economy, the European banking sector is facing headwinds due to Russia’s war in Ukraine. [more]

European bank performance: Do it again, like in 2009 (and 2010)!

December 17, 2021

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The rebound of Europe’s banking sector from last year’s slump in some ways resembles the recovery following the financial crisis. Just the drivers are different. [more]

Looking beyond the pandemic: Strong comeback of European banks

November 1, 2021

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