|DB Research - Neueste Publikationen und Beiträge|
|13 Tipping points in 2018|
|Mon, 15 Jan 2018 12:00:00 +0100|
Against expectations, economies and markets powered ahead in 2017. Many predict more records to be broken in 2018. Yet, in many sectors, things are more complicated and 2018 may be the year of tipping points that augur unexpected change – both positive and negative. In this issue, we probethese tipping points and analyse the effects on economies and industries that investors may have ignored.
|Underestimated inflation: A problem only in Berlin or in Germany as a whole£|
|Thu, 21 Dec 2017 12:00:00 +0100|
House prices and rents have risen considerably during the current house price cycle. Rents are the component of the consumer price basket which has the biggest impact on overall inflation. While recent newspaper reports and market figures reflect the uptrend in rents, the official statistics are suspiciously free of it. This holds especially for Berlin. Consequently, official figures for the capital – and probably for Germany as a whole, if to a smaller extent – probably underestimate actual inflation.