JPMORGAN_GUIDE TO THE MARKET_Q3/2025
#dieWIRTSCHAFTSPRAXIS-VW.THINKTANK I STATUS.QUO Q2/2025
Xi Urges ‘New Model’ for China Urban Development in Rare Meeting (15.07.2025)
Chinese President Xi Jinping called for the acceleration of a “new model” for property development, advocating a more measured approach to urban planning and upgrades, while falling short of investor expectations for more aggressive policies.
US CPI Report June 2025: Core Inflation Rises Less Than Expected (15.07.2025)
Underlying US inflation rose by less than expected for a fifth month in June even as the details signaled companies are beginning to more meaningfully pass some tariff-related costs to consumers.
France’s Government Risks Backlash With Stringent Budget Plan (15.07.2025)
Prime Minister Francois Bayrou will outline a plan on Tuesday to sharply narrow France’s deficit, setting the stage for a parliamentary battle that risks triggering another government collapse.
France’s Government Risks Backlash With Stringent Budget Plan (15.07.2025)
Prime Minister Francois Bayrou will outline a plan on Tuesday to sharply narrow France’s deficit, setting the stage for a parliamentary battle that risks triggering another government collapse.
EU to Outline What Tech Can Be Used for Permanent CO2 Removal (15.07.2025)
The European Union is set to define what technologies can be used to permanently remove carbon dioxide from the atmosphere as it pursues its goal of being climate neutral by 2050.
German Investor Confidence Rises in Sign of Trade Resilience (15.07.2025)
Investor confidence in Germany’s economy improved in July, highlighting resilience in the face of US tariff threats as the government in Berlin ramps up spending.
US Trade Wars Will Hit Households Worldwide, BOE’s Bailey Warns (15.07.2025)
US President Donald Trump’s trade war with the rest of the world is the wrong approach to addressing imbalances in the global economy and will harm households, Bank of England Governor Andrew Bailey said.
China Economy Expands 5.2% as Exports Outside US Propel Growth Above Target (15.07.2025)
China’s economic growth exceeded expectations in the second quarter, but strong exports to markets outside the US masked deepening pressure caused by weak consumer demand at home.
Wertsicherung bei Miete: VfGH-Spruch lässt Wogen hochgehen (16.07.2025)
Das jüngste Urteil des Verfassungsgerichtshofs (VfGH) zu Wertsicherungsklauseln in Mietverträgen zieht weite Kreise. Mieterinnen und Mieter könnten 30 Jahre zurückreichend die Mieterhöhung einfordern. Die Branche geht von bis zu 800.000 betroffenen Wohnungen aus. Die Regierung sucht nach einer Lösung, doch schon jetzt zeichnet sich ab, dass nicht alle zufrieden sein werden.
FED ZINSENTSCHEID 18.06.2025 I NOTIZEN I M.E. STUBENBÖCK.pdf
FOMC Press Conference, June 18, 2025
HINWEIS: VIDEOAUSSCHNITTE ZUR ZINSENTSCHEIDUNG/-PROGNOSE
- 20:12 I Was sind Gründe/Erklärungen, dass das Federal Open Market Committee (FOMC) so unterschiedliche Erwartungen bezüglich den Zinssätzen für 2025 hat (siehe SEP -> Dot Plot)?
- 49:57 I In Anbetracht der Unsicherheit bei der Inflationserwartung, warum hat die FED kein Zinsszenario, bei welchem die Zinsen steigen könnten?
AI Is Already Showing Signs of Slashing Job Openings in the UK (14.07.2025)
UK businesses are dialing back hiring for jobs that are likely to be affected by the rollout of artificial intelligence, a study found, suggesting the new technology is accentuating a slowdown in the nation’s labor market.
Bond Traders Cast Doubt on September Fed Cut Before Key CPI Data (13.07.2025)
For much of this year, bond investors were all but certain that the Federal Reserve would resume cutting interest rates by September.
Deutsche Bank Strategist Says Risk of Powell Ouster Underpriced (12.07.2025)
President Donald Trump’s potential dismissal of Federal Reserve Chair Jerome Powell is a major and underpriced risk that could trigger a selloff in the US dollar and Treasuries, a Deutsche Bank AG strategist said.
US CPI Report: Tariff Impact Seen Ending Streak of Benign US Inflation Readings (14.07.2025)
Economists have long been warning of a tariff-driven boost to US inflation. The next report on consumer prices will put their conviction to the test.
Global Economy: US Inflation to Pick Up on More Tariff Pass-Through (12.07.2025)
After months of seeing very little inflation, US consumers probably experienced slightly faster price growth in June as companies started to pass along the higher cost of imported merchandise associated with tariffs.
Fed June Minutes Show Policymakers Split on How Tariffs Might Impact Inflation (09.07.2025)
The emerging divide among Federal Reserve officials over the outlook for interest rates is being driven largely by differing expectations for how tariffs might affect inflation, a record of policymakers’ most recent meeting showed.
ECB Doesn’t Need to Cut Rates Any Further, Holzmann Tells MNI (09.07.2025)
The European Central Bank doesn’t need to continue easing policy as borrowing costs may already be providing stimulus to the economy, according to Governing Council member Robert Holzmann.
Fed’s Musalem Says Too Soon to Know Inflation Impact of Tariffs (10.07.2025)
Federal Reserve Bank of St. Louis President Alberto Musalem said he sees upside risks to inflation, but it’s too early to know whether tariffs will have a persistent impact on prices.
Trump to Host Gabon, Senegal, Liberia Leaders Offering Major Mining Ventures (10.07.2025)
US President Donald Trump is scheduled this week to meet the leaders of five African nations that will potentially offer American businesses opportunities in critical minerals and other natural resources.
Trump to Host Gabon, Senegal, Liberia Leaders Offering Major Mining Ventures (10.07.2025)
US President Donald Trump is scheduled this week to meet the leaders of five African nations that will potentially offer American businesses opportunities in critical minerals and other natural resources.
Climate Change Worsens Deadly Extreme Heat in Spain, France, Italy, Greece (10.07.2025)
Spain and Greece have for years restricted outdoor work on very hot days, while Italy and France have started this summer.
Tourismus: Tourismus beklagt hohe Kosten (11.07.2025)
Tourismusverantwortliche beklagen einerseits hohe Kosten und sehen sich andererseits mit der Herausforderung konfrontiert, sich auf neue Gästewünsche einzustellen. Gefordert wird eine Unterstützung der Politik, wie etwa Veränderungen bei der Dauer von Abschreibungen.
Tourismus: Tourismus beklagt hohe Kosten (11.10.2025)
Tourismusverantwortliche beklagen einerseits hohe Kosten und sehen sich andererseits mit der Herausforderung konfrontiert, sich auf neue Gästewünsche einzustellen. Gefordert wird eine Unterstützung der Politik, wie etwa Veränderungen bei der Dauer von Abschreibungen.
Can Europe's NATO Members Defend Themselves as Russia, China Threats Loom?
For decades, European nations curbed defense spending to fund other priorities, leaving them overwhelmingly reliant on the US. Now, with war raging on NATO's doorstep and Donald Trump returning to the White House, that looks like a big mistake.
The war in Ukraine shows the West can re-arm without re-industrialising
Industrial capacity in peacetime is no longer necessary for success during war
Trump’s trade deals try a creative way to hobble China
To appease the world’s biggest market, countries must anger the world’s biggest trader
How America’s economy is dodging disaster
It is astonishingly dynamic, even under the weight of tariffs
TRUMP_10.07.2025