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Public Finance

5 articles tagged Public Finance.

  1. · Alles auf Aktien – Die täglichen Finanzen-News · 3 min read

    Market Rotation, AI Capex Cycles, and Core-Satellite Portfolio Strategy

    Analysis of equity market rotation from semiconductors to hyperscalers, BlackRock's scale advantage, and the evolution of retail core-satellite ETF strategies. Explores governance frameworks for public capital deployment and strategic M&A implications.

  2. · bto – der Ökonomie-Podcast von Dr. Daniel Stelter · 5 min read

    Future Ratio: Measuring Fiscal Sustainability in Europe

    An analysis of the ZEW Future Ratio, a new metric for assessing forward-looking public spending. The study reveals a strong correlation between high debt levels and low future-oriented investment across the EU, with Germany facing a critical window to reform its fiscal structure before entering a debt spiral.

  3. · Handelsblatt Today - Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage · 5 min read

    Financing Germany's Energy Transition and Dollar Decline

    Analysis of Germany's 300 billion euro energy financing gap and the strategic shift from subsidies to hybrid capital. Covers the impact of the weakening US dollar on global markets, gold prices, and the European Central Bank's monetary policy outlook.