Market Briefingbeta

Data Updates, Trends and Analysis

Login

Remember me
- Deutsch
- English

Investor strategies 2025: Where are capital allocations going? What are the reasons?

by Jens Wehenkel

06.02.2025

Wenn Sie schon Bezieher des Market Briefing sind melden Sie sich an um alle Artikel und Prognosen zu sehen.

Remember me

European Central Bank (ECB) lowers key interest rate to 2,5 per cent

07.03.2025: On 6 March 2020, the European Central Bank (ECB) l...

Economic barometer rises for the third month in a row

07.03.2025: The economic barometer rose again in February for ...

Consumer climate continues to decline

07.03.2025: The GfK consumer climate index continued its negat...

PMI indicates stabilisation

07.03.2025: The downward trend in construction activity in Ger...

Sustained trend in the Non-residential segment

07.03.2025: The change in forecasts for non-residential constr...

First signs of a trend reversal

07.03.2025: We have already reported here several times that t...

Prospects and current situation developing stably

07.03.2025: The current ifo business climate index has risen s...

Forecast in the non-residential segment remains stable

06.02.2025: Permits in non-residential construction are largel...

Slight change in the forecast for residential construction

06.02.2025: There were no major adjustments compared to...

Construction burdened by tighter credit conditions

06.02.2025: Demand for credit continued to rise in all credit ...

Consumer climate has made a subdued start to the new year

06.02.2025: According to the GfK forecast, the consumer climat...

Current situation and outlook are developing differently

06.02.2025: The Ifo Business Climate Index rose by 0,4 points ...

Increase in new orders in the construction industry

06.02.2025: In November 2024, new orders in the main construct...

Opportunities and risks of diverging interest rate trends

06.02.2025: Some analysts expect the Fed to make only one inte...

Civil engineering supported by high order backlog

13.01.2025: In recent years, strong growth in civil engineerin...

Price level for building materials to remain unchanged in 2024

13.01.2025: There have been signs of a slight easing of prices...

Stable forecast in the non-residential segment

13.01.2025: The current B+L forecast for building permits in n...

Buyers are increasingly opting for existing properties instead of new builds

13.01.2025: The following chart shows the different trends in ...

Further deterioration in residential construction forecasts

13.01.2025: The current B+L forecast is more pessimistic than ...

Residential investment market experiences revival

13.01.2025: After a long period of paralysis, the German resid...

Consumer climate: slight recovery at the end of the year, cautious outlook for 2025

13.01.2025: The consumer climate recovered slightly at the end...

Purchasing Managers' Index fell in December 2024

13.01.2025: The German Purchasing Managers' Index (PMI) fell i...

Chronic weakness of the German economy

13.01.2025: The ifo Business Climate Index fell further in Dec...

Residential and commercial real estate loans develop differently

10.12.2024: The German Pfandbrief banks (vdp) granted a volume...

The influence of "limiting factors" on the construction industry

10.12.2024: The construction industry is subject to various co...

Decline in building permits halted

10.12.2024: Despite the stabilization of permits in non-reside...

Slight deterioration in residential construction forecasts

10.12.2024: The current forecast for permits in residential co...

DIW: German economy fails to emerge from its slump

10.12.2024: Like the ifo Institute's business climate index, t...

Incoming orders in the main construction sector in September 2024

10.12.2024: No positive trend in new orders for the main const...

Ifo Business Climate Index down again - German economy shows no progress

10.12.2024: In November, the business climate index fell from ...

Between stagnation and growth: How energy-efficient refurbishments will revitalise the refurbishment markets in 2024

08.11.2024: Die Sanierungsmärkte waren angesichts der schwache...

First thoughts: What a second term for Donald Trump could mean for the German construction industry

08.11.2024: Mit der zweiten Amtszeit von Donald Trump stehen v...

Stable property market - opportunities for the construction supply industry

08.11.2024: Angesichts der ersten Zinssenkungen der Europäisch...

Approvals in non-residential construction stabilised

08.11.2024: Auf Basis der aktuellen Prognose aus der KW 45/202...

No change in forecasts for residential construction

08.11.2024: In den letzten Monaten zeichnet sich bei den Wohnb...

DIW: Construction industry brings slight impetus to otherwise gloomy economic outlook

08.11.2024: Das BIP stagniert im dritten Quartal und laut DIW ...

German construction sector in transition: focus on construction activity and cost trends in October

08.11.2024: Im Oktober verzeichnete der HCOB Bau-Index Deutsch...

First ray of hope: ifo business climate index shows upward trend after months of lull

08.11.2024: Der ifo Geschäftsklimaindex stieg im Oktober von 8...

The pessimistic mood in the industry - improved business climate in the construction sector

11.10.2024: In industry, the ifo index fell to its lowest leve...

Social rental housing could account for almost 60% of MFH in 2027 - a major change in construction

11.10.2024: The Federal Ministry of Construction has introduce...

Residential building permits in July remain at the level of previous months

11.10.2024: Over the last eight months, permits for residentia...

Double-digit decline in permits for non-residential construction in July

11.10.2024: A decline in completions of 10,3% to 25.132 thousa...

Clear turnaround in real estate prices - except for offices

11.10.2024: The development of real estate prices in the secon...

Price development of selected building materials (Q3, 2024)

06.09.2024: Key indicators of price trends for building materi...

Real estate lending shows an upward trend - especially in residential construction

06.09.2024: Most German banks that grant mortgage loans are me...

Slight increase in approvals for non-residential construction

06.09.2024: While the German economy as a whole is stagnating,...

Residential construction approvals remain weak

06.09.2024: For six months now, monthly approvals have been be...

The pessimistic mood is gaining the upper hand

06.09.2024: Business sentiment in Germany is falling noticeabl...

Slightly optimistic outlook for the second half of the year among architects and fabricators

06.09.2024: Business expectations in the skilled trades are sl...

Building permits continue to decline significantly in May

02.08.2024: The chart from week 32 shows the development of ap...

Economic recovery takes longer than expected

02.08.2024: The German economy barely grew in Q2. As reported ...

Interest and mortgage loans

02.08.2024: On August 1st, the Bank of England also cut its ke...

Different assessments of the current economic situation

02.08.2024: In their latest analyses from July 2024, the ifo B...

An ageing and active labour force

02.08.2024: Population ageing is a potential drag on labour fo...

Trend reversal in NRB permits

04.07.2024: The building permits for the first four months of ...

Building permits for 2024 revised downwards

04.07.2024: B+L has further revised its forecast for the year ...

Office market in Germany in 2024: an overview

04.07.2024: Following the targeted braking of the economy to c...

The weather slowed things down in June

04.07.2024: The monthly survey of construction companies commi...

ifo business climate index did not continue rising in June

04.07.2024: The mood in the German economy has slightly deteri...

The Reno double setback

04.07.2024: Many renovation products such as floor coverings d...

ECB key interest rate cut of 25 basis points - Will the construction boom now follow?

11.06.2024: This step, which the ECB took on June 6, 2024, had...

Economic recovery in the first quarter gives hope - especially in non-residential construction and renovation

11.06.2024: The German economy is proving to be resilient at t...

Building permits continue to decline significantly in March | More completions in 2023 than expected

11.06.2024: Building permits also fell significantly in March....

ZDB economic survey: Weak demand - lack of orders intensifies

11.06.2024: The Zentralverband Deutsches Baugewerbe regularly ...

Ifo Business Climate Index stagnates in May - construction industry positive

11.06.2024: The ifo Business Climate Index shows no clear pict...

IMF sees growth opportunities for Germany

11.06.2024: The International Monetary Fund (IMF) believes tha...

Business climate improves slightly - construction industry complains about lack of orders

16.05.2024: Business sentiment in Germany has improved. The if...

The status of module construction

16.05.2024: Housing construction in Germany is expected to gro...

Insolvencies on the rise, mood poor

16.05.2024: Insolvencies in the construction industry are now ...

Optimism not yet reflected in figures for the investment market

16.05.2024: The German real estate investment market got off t...

Property construction more stable, but order backlog is running out

27.03.2024: The monthly building permits for non-residential c...

After property for sale, rental flats now also in demand in the suburbs

27.03.2024: When looking for rental flats, prospective buyers ...

Improved mood

27.03.2024: Sentiment among German companies has improved once...

Countries

CH CN DE EUROPA FR IT UK

Contact Us

B+L Marktdaten GmbH
Markt 26
53111 Bonn, Germany
Fon: +49 228 6298720
Mail: MAIL@BL2020.COM

Imprint
Data Privacy Statement
AGB