United States
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German banks divided over US real estate lending
Deutsche Pfandbriefbank is paying a high price for its withdrawal from the US real estate market. The one-off negative impact in the first half of the year was 314 million euros.
The swan song for the dollar is premature
Jörn Quitzau, Chief Economist at Swiss private bank Bergos, discusses the dangers posed to financial stability of rising US government debt. But he sees a lack of serious alternatives to the dollar as the global reserve currency.
The ordeal of meeting quotas
The Germans indulge in a quota obsession, the Americans in a deregulation madness. In the global financial system, however, the latter can cause more damage than the former.
Private Credit Provides a Strong Competitive Bid
Mitali Sohoni, Head of Asset-Backed Financing at Citigroup, expects strong growth in private credit despite challenging financial conditions. However, the executive and her team prepare for tougher competition for deals.
High net worth investors focus on infrastructure
High net worth individuals are increasingly taking an interest in infrastructure, via new and more flexible fund structures which provide semi-liquid investment opportunities.
On the path to parity
Currency market participants are betting on the dollar reaching parity with the euro. Potentially diverging interest rate outlooks are one factor in investors remaining bullish on the greenback.
„The US budget is undoubtedly on an unsustainable path“
Goldman Sachs' chief economist Jan Hatzius is upbeat about the growth prospects of the US economy. However, he expects increasing government deficits to weigh on the Treasury market.
Trump should not tamper with US deposit insurance
Representatives of Donald Trump's planned Department of Government Efficiency are reportedly considering the abolition of the FDIC. However, even the mere suggestion that Washington might tamper with deposit insurance threatens to destabilise the financial system.
EU facing a stress test
Following the election of Donald Trump, the EU must be prepared for disruptive moves from the White House. There is a risk that Trump will try to drive the EU member states apart.
Telekom's US concentration risk is increasing
Telekom's dependence on its high-growth US subsidiary is high, accounting for 66% of earnings. That brings some risk with it.
Global snail race for Basel III
Europe's banks are complaining about the allegedly too tight timetables for implementing new capital requirements. However, they have advantages over their US competitors.
"The Market Is Gearing Up For a Very Strong IPO Window"
Despite disappointing market debuts in recent months, Lynn Martin expects IPO activity to pick up in the new year. As NYSE Group's President points out, the world's largest stock exchanges has a highly valuable IPO backlog. Additionally, Martin wants to welcome more German companies.
China slows down the electric and digital industry
Electrical and digital companies exported less to China in the first half of the year compared to the previous year. Meanwhile, exports to the US and the rest of Asia increased significantly. Andreas Gontermann, Chief Economist of the industry association ZVEI, acknowledges "a certain awareness" of geopolitical risks but doubts the effectiveness of trade restrictions.
