Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- Central banks
- Asia
- sp500
- technical analysis
- investing
- bitcoin
- markets
- inflation
- interest-rates
- europe
- Crypto
- Commodities
- ETF
- AI
- nvidia
- tech
- Forex
- earnings
- gold
- performance
- Real Estate
- oil
- bank
- geopolitics
- apple
- nasdaq
- Alternatives
- Volatility
- energy
- magnificent-7
- switzerland
- emerging-markets
- sentiment
- trading
- ESG
- Money Market
- tesla
- Middle East
- UK
- assetmanagement
- bankruptcy
- meta
- russia
- Turkey
- France
- amazon
- ethereum
- microsoft
- Industrial-production
- africa
- Healthcare
- Market Outlook
- brics
We're currently witnessing the longest period of U.S. equity outperformance in history.
But there's a cycle to everything, and international diversification is perhaps more important today than ever before. Source: Peter Mallouk
What is the exposure of German banks to us commercial real estate?
According to Moody's, Aareal Bank & Deutsche Pfandbriefbank have the largest exposure compared w/their capital levels. The shares of Deutsche Pfandbriefbank, which is the most shorted in Germany, have recently lost a quarter of their value. In case of Deutsche Bank, there is a gap between banks' exposure to US specialized lending and exposure to banks' US CRE book as DB engages to a material extent in other asset-based or project lending that would also qualify as specialised lending, according to Moody's. Source: Dekabank, HolgerZ
Investing with intelligence
Our latest research, commentary and market outlooks