Perfectly illustrates why the ECB needs to get a shift on ... it is now behind the curve and if it stays that way it will cause a recession ...
Bullish for CRE...
Untitled
Meh ...
Rates ...
Wow???!!!
If you population ages ... so does your workforce ...
Particularly if healthcare is expensive and if pensions provision is personally funded ... mind you that does pre-suppose your life expectancy rises ... which as the bottom chart shows ... is not a given ... even in an advanced economy...
What does credit think?
Great article on ai and how important the physical infra is as part of an enduring business model ...
This was a lesson learnt in the crucible of the industrial age ... big oil ... the firms that owned the infra survived the anti-trust ... those that didn't ... didn't !
My favourite word ... capex...
It's not like it wasn't important before we discovered ai ... but the sheer scale of what's need to meet digital and climate objectives way out runs what's currently been collected by specialised firms that know how to deploy it ...