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622 Documents
July 10, 2019
1
If we are to believe the prognostications about its future impact, 5G certainly occupies a crucial geopolitical dimension. The ability to control the Internet of Things via vastly reduced latency and higher speed is a serious weapon in the hands of an adversary. Peter Garber, Global Strategist, outlines three possible main objectives of the Trump administration. [more]
July 10, 2019
2
The global 5G rollout has just begun, but behind the hype lies uncertainty and the potential for unintended consequences. This edition of Konzept seeks to answer many unresolved questions. First and foremost, we explain the tangible ways in which 5G will affect you, including the smartphone impact, the future of television, predictive maintenance, autonomous cars, smart cities and more. We also examine the geo-political disagreements, emerging market economics, and argue that the financial cost of distraction is greater than expected. [more]
July 8, 2019
Region:
3
In case of a snap election in Germany, a CDU/CSU-Greens coalition could be an option. Given both camps' radically different political positions in many areas, such a coalition would require both to make significant compromises. A black-green government would need to direct its focus and its available financial resources to climate protection and the energy transition. Corporates and consumers would have to bear considerable costs. This also spells a dilemma for fiscal policy. A larger share of government spending would necessarily have to be allocated to providing subsidies and mitigating the social impact of a quicker energy transition. Citizens and corporates cannot hope for major tax relief. (Also included in this issue: German goods exports, German industry, labour market, automotive business cycle.) [more]
July 5, 2019
Region:
4
In Germany, a decline in the labour force is inevitable. This can be seen from the recently published official 14th population projection. In this projection, the Federal Statistical Office took into account the past years‘ massive immigration. The impact is impressive. In the next few years, the number of inhabitants will increase by about 1 million to approx. 84 million – a new record high. Under plausible assumptions regarding future immigration (i.e. in the volume close to the past 20-year average – 268.000 p.a.) this number will decrease only slightly in the next two decades. [more]
July 4, 2019
6
Tiffany Kanaga, US and Nizla Naizer, EMEA, two retail analysts, offer some food for thought around the rapidly evolving grocery industry. From click & collect to at home delivery to meal kits to other very nascent options like autonomous vehicles, there’s an explosion of more convenient ways by which your supermarket is trying to sell you bananas. [more]
July 2, 2019
Analyst:
7
By providing a high degree of privacy in payments, cash helps to slow the growing information asymmetry between consumers and companies as well as between citizens and public authorities. As knowledge about your counterparty is power, privacy is crucial for individuals to safeguard their position when dealing with organisations which are more powerful than a single person. [more]
June 25, 2019
Analyst:
8
For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability. [more]
June 25, 2019
9
For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability. [more]
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