More and older cars in Germany

Jochen Moebert, Julius Schumann

Topic:

Sectors and resources

Analyst:

Eric Heymann, Jule Mau

Online PDF 176k

Germany is a car-loving country. With a density of 578 cars per 1,000 inhabitants, more than one in two people in Germany owns a car (including children and the very elderly). The number of cars has risen steadily in recent years and shows that - despite the climate debate, congested inner cities and the supposedly car-critical Generation Z - there seems to be no car fatigue in Germany. [more]

Deutsche Fassung ➜

Germany’s competitiveness between pioneer and laggard

September 29, 2023

Region:

Germany

Topic:

Real estate

Analyst:

Once again, some see Germany as the “sick man of Europe”. This week, the 2023 ranking of the Global Innovation Index is released with Germany at rank 8, again. [more]

Historic first half for European banks: More profitable than ever

September 28, 2023

Region:

Topic:

Analyst:

The banking sector in Europe is benefiting from a set of conditions which have allowed for the strongest bottom-line result on record, even surpassing the pre-financial crisis peak of 2007. [more]

A long-term view on the (German) office market

September 13, 2023

Region:

Topic:

Analyst:

The historical trend towards more office workers and offices could peak in a couple of years. Three mega trends the climate crisis, demographics and digitalization will have a striking and lasting impact. [more]

European autonomy in payments: Digital euro is not the only option

July 6, 2023

Region:

Banking and financial markets, Digital

Topic:

Analyst:

Heike Mai

To strengthen the EU’s strategic autonomy, its authorities are also pushing for a retail payment solution provided by European players. A market-backed project and a state-backed project have emerged. [more]

Current water level of the Rhine brings back memories of the year 2022

June 23, 2023

Region:

Topic:

Analyst:

The current development of the Rhine's water levels brings back memories of the previous year, when there were massive problems for Rhine navigation during summer. [more]

European bank performance - As good as it gets, despite recent wobbles?

June 9, 2023

Region:

Topic:

Analyst:

European banks are running at full steam, achieving the best start to a year since the financial crisis – the stress in March notwithstanding. [more]

Is lending tight? Financing conditions for German companies

June 7, 2023

Region:

Germany

Topic:

Analyst:

Corporate lending is slowing substantially but this is primarily a normalization and due to subdued demand at least as much as it is due to supply conditions, i.e. banks’ tighter credit standards. At +8% yoy, credit expansion is still substantial. [more]

History tells us: Housing markets do offer inflation protection

May 3, 2023

Region:

Topic:

Analyst:

We showed in March that, in Germany, house prices have kept up with inflation during periods with high inflation and that, over decades, house prices have increased even faster than consumer prices. Here, we extend the analysis to other countries. [more]

European banks: Solid fundamentals

April 6, 2023

Region:

Topic:

Analyst:

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]

Housing market could create a catch-22 for the ECB

March 10, 2023

Region:

Topic:

Analyst:

Fighting inflation is high on the ECB’s agenda. If inflation remains elevated, additional rate increases could pose challenges in the housing markets. [more]

European banks in a sweet spot

November 17, 2022

Region:

Topic:

Analyst:

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

European banks: Still standing strong

August 26, 2022

Region:

Topic:

Analyst: