Weak points of our approximation method Numerous factors are not included in our approximation method. Neither higher rents for new residential property nor index rents for existing tenancy agreements are factored in. When calculating rental inflation, it also makes a big difference whether the same tenants move to a newRead More →
US business interests in China US business interests in China US business interests in China are much larger than trade data shows. Trade tensions will persist, but we doubt either side has the intention to escalate it into a full blown trade war. EU Forecast euf:ba18.d:37/nws-01Read More →
Initiatives in the Netherlands Initiatives in the Netherlands The Netherlands boasts various initiatives that can Be compared with Industrie 4.0. The north of the Netherlands plays an important role with the recently launched programme entitled ‘Northern Netherlands”: Region of Smart Factories’ formed by a consortium of large companies (Philips, Fokker,Read More →
Singapore’s positive transformation Singapore’s positive transformation We use concepts from Urban Economics to assess Singapore’s weaknesses as a city and the likely impact of policies now coming through. EU Forecast euf:ba18.d:36/nws-01Read More →
Value in manufacturing — The seventh feature is that a high proportion of the value in manufacturing is still created domestically. This can be attributed to a strong culture of innovation among German firms. The importance of industry has also remained stable over the past 20 years which is inRead More →
Politics & Direction In energy, politics could just as easily push in a different direction. Take the case of the UK and Germany. Both have experienced strong renewables growth as a proportion of the power mix with penetration rising by around ten percentage points. Yet whereas in the UK theRead More →
Net contributions deteriorate Our scenario analysis illustrates that Western and Northern European members would see their net contributions deteriorate most in case of a substantial budget expansion in order to cover the UK shortfall as well as additional spending needs. Among them, many will therefore heavily resist considerations within theRead More →
EM inflation – Paring losses EM inflation – Paring losses in March After weakening in February, global EM inflation is expected to stabilize in March, and grind gradually higher the rest of the year. Our composite measures of inflation show. EU Forecast euf:ba18.d:35/nws-01Read More →
Carbon price & gas But the politics matter too. For example, imposing a carbon price would benefit gas dramatically relative to coal. Gas emits under half the carbon dioxide per hour of electricity produced. This is in addition to the other environment advantages vis-à-vis coal, such as the far lowerRead More →
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