House of cards? Perspectives on European housing
Tightening financing conditions, slowing growth and soaring inflation are putting pressure on the European housing market.
ESG – from confusion to action
While it is increasingly possible to evaluate the progress in the “E” in ESG, the situation is more challenging for the “S” and the “G”.
Europe: How big will the interest rate shock be in 2023?
Despite rising interest rates and a deteriorating economic outlook, credit dynamics have remained favorable in the Eurozone - but not for good reasons.
Latest analysis of the energy crisis
Energy crisis, interest rates shock and untampered recession could trigger a wave of bankruptcies
After two years of declines, we expect a broad-based acceleration in business insolvencies (+10% in 2022 and +19% in 2023 at a global level).
Can the booming battery sector help Europe with its energy crisis?
The global energy storage market is expected to grow 15 to 19-fold by 2030, mostly stemming from the US and China, with cumulative energy storage capacity totaling 400 to 500 GW.
‘Whatever it takes’ reloaded? Europe’s fiscal response to the energy crisis
While fiscal support in Europe will significantly reduce the impact of higher energy prices on real disposable incomes and soften the blow on demand, it could slow down the reduction in inflation rates.