Archive LBBW Research 2022-2023

To the point - 2023

To the point! - the issues of 2023

944.0 KB | December 21, 2023
Schools in Germany: Not good enough
310.0 KB | December 15, 2023
Overtime in Dubai
499.8 KB | December 08, 2023
My proposal on the German debt brake
1.2 MB | December 01, 2023
Germany’s economy is not going anywhere
307.9 KB | November 24, 2023
A postcard from Mexico City
244.5 KB | November 17, 2023
Top court reprimands German government
1.2 MB | November 10, 2023
The Damocles sword of lingering conflicts
1.1 MB | November 03, 2023
Below 3%!
1.1 MB | October 27, 2023
Postcard from Abu Dhabi
380.0 KB | October 20, 2023
No more special treats for restaurants
481.8 KB | October 13, 2023
A Postcard from Marrakech
243.8 KB | October 06, 2023
Turmoil on Capitol Hill
1.2 MB | September 29, 2023
Germany needs to encourage start-ups! Bureaucracy and labor shortages keep company formation at bay
247.6 KB | September 22, 2023
A political burden for the economy
276.0 KB | September 15, 2023
The view from the interest rate summit
1.1 MB | September 08, 2023
The exodus of high-skilled Germans
1.1 MB | September 01, 2023
No electricity subsidy for German industry
395.2 KB | August 25, 2023
Postcard from Marseille
242.0 KB | August 18, 2023
Fitch downgrades the U.S. – so what?
241.5 KB | August 11, 2023
In Germany, pessimism reigns supreme
372.1 KB | August 04, 2023
Since yesterday we live on credit
241.7 KB | July 28, 2023
Germany needs a new growth model
283.5 KB | July 21, 2023
One year of interest rate hikes
262.1 KB | July 07, 2023
France as a warning
292.1 KB | June 30, 2023
A postcard from Singapore
243.1 KB | June 23, 2023
Germany’s culture of hard work. A myth?
246.4 KB | June 16, 2023
The ECB on the home stretch
244.9 KB | June 09, 2023
BRICS countries plan new currency
1.2 MB | June 02, 2023
U.S. debt dispute deferred
276.0 KB | May 26, 2023
The eternal Erdoğan
255.6 KB | May 19, 2023
The U.S. debt ceiling must be raised
238.6 KB | May 12, 2023
The new phenomenon ChatGPT
243.5 KB | May 05, 2023
Prevent a price-profit-wage spiral of inflation
250.6 KB | April 28, 2023
Wage settlement in the public sector
249.5 KB | April 21, 2023
Where Lindner can find a lot of money
1.2 MB | April 14, 2023
The IMF is concerned - and rightly so
246.6 KB | April 06, 2023
German companies are well positioned
248.8 KB | March 31, 2023
Housing construction is at a standstill
274.6 KB | March 24, 2023
Turmoil in Zurich
249.2 KB | March 17, 2023
The ECB stayed the course: that's good
226.6 KB | March 10, 2023
Wanted: women in leadership positions
239.9 KB | March 03, 2023
The Bundesbank is in the Red
1.2 MB | February 24, 2023
A pitch black anniversary
1.2 MB | February 17, 2023
Trade unions should tread carefully
245.2 KB | February 10, 2023
The time has come to tackle red tape
341.6 KB | February 03, 2023
A postcard from London - Britain in strike mode!
270.7 KB | January 27, 2023
The ECB must hold its nerve
362.7 KB | January 20, 2023
Germany slides into the demographic trap
261.9 KB | January 13, 2023
Falling real wages and consumer recession
295.0 KB | January 05, 2023
Europe needs an industrial policy

To the point - 2022

To the point! - the issues of 2022

236.4 KB | November 25, 2022
A good week for Germany
247.4 KB | November 18, 2022
Nothing but expenses - COP27: The fight against the climate crisis is not progressing
243.3 KB | November 11, 2022
Old wine in new skins - The latest proposal to overhaul the Stability and Growth Pact (SGP)
237.2 KB | November 04, 2022
Europe must abandon its naiveté on China
239.9 KB | October 28, 2022
For now, the ECB is doing everything right - The next hefty interest rate hike is coming in December
233.8 KB | October 21, 2022
One for all, all for one? Better not - Now is not the time to ruminate about more joint EU debt
231.6 KB | October 14, 2022
A postcard from Washington - Bad mood at the IMF annual meeting
234.4 KB | October 07, 2022
The other side of the industrial coin - Why the recession in Germany is becoming particularly severe
350.7 KB | September 30, 2022
What if energy prices fall again?
1.2 MB | September 23, 2022
Italy before the elections - A Meloni government will be less radical than many fear
386.5 KB | September 16, 2022
Living in Germany: a luxury for too many
265.5 KB | September 09, 2022
Boris Johnson‘s economic legacy - The new prime minister takes on a difficult legacy
237.5 KB | September 07, 2022
Support Package comes with a high price tag
1.2 MB | September 02, 2022
The ECB faces up to reality
1.2 MB | August 26, 2022
A Postcard from Istanbul
333.0 KB | August 19, 2022
Suspend the debt brake again in 2023
231.8 KB | August 12, 2022
Should Germany delay its nuclear exit?
237.6 KB | August 05, 2022
Why Taiwan matters
375.1 KB | July 29, 2022
The world is not enough
697.0 KB | July 22, 2022
Europe needs to save gas now! We must not let Putin plunge us into recession
728.6 KB | July 15, 2022
Germany’s export model has peaked
701.3 KB | July 08, 2022
“Concerted action”: Back to the Seventies!
767.1 KB | July 01, 2022
A Postcard from Dubai. The Gulf as a crisis winner must seize the opening opportunity
1.2 MB | June 24, 2022
Soft tailwinds turned into stiff headwinds: The stock market may have to fall further
1.2 MB | June 17, 2022
Red Alert in Frankfurt! The ECB worries (once again) about the future of the Eurozone.
697.3 KB | June 10, 2022
No need to expand the ECB toolbox
819.3 KB | June 03, 2022
Interest rate hikes and real estate prices
990.2 KB | May 27, 2022
Talk is silver, action is golden
835.9 KB | May 20, 2022
A postcard from New York
838.4 KB | May 13, 2022
How Draghi consolidated Germany’s public finances
729.0 KB | May 06, 2022
A gas stop would create economic havoc
729.5 KB | April 29, 2022
The strong ruble is not a sign of Russian strength
895.8 KB | April 22, 2022
France remains stuck in a reform backlog
1.2 MB | April 14, 2022
The ECB does not need new instruments
889.1 KB | April 08, 2022
Italy can stem the increase of interest rates
704.1 KB | April 01, 2022
Solid financing for multiple challenges is paramount
878.5 KB | March 25, 2022
War and migration: What could still await us - A new Arab Spring could bring more refugees
824.6 KB | March 18, 2022
No new oil crisis: we are not in the 1970s anymore
808.6 KB | March 11, 2022
The ECB and the War
702.3 KB | March 04, 2022
A more fragmented world ahead: is Germany ready?

Studies

ECB plans anti-fragmentation instrument

Why the anti-fragmentation instrument planned by the European Central Bank is likely to be an own goal is explained by our Chief Economist Dr Moritz Kraemer in an article for the OMFIF Forum.

ECB risks raising expectations it cannot fulfil
by Moritz Kraemer 29 June 2022
OMFIF Official Monetary and Financial Institutions Forum

To the article

Study shows credit risk due to damage to ecosystems

In a groundbreaking study, our Chief Economist Moritz Kraemer and scientific colleagues analyse the impact of biodiversity loss on the creditworthiness and economic resilience of economies.

Nature Loss and Sovereign Credit Ratings

SOAS University of London

Download study

Biodiversity Loss May Push Developing World Closer to Default
Bloomberg Europe Edition

To the article