Search

The clean-tech industry in Germany is experiencing strong growth and is seen as a key industry for environmental and climate protection, while also facing challenges from increasing competition, particularly from China, and bureaucratic hurdles from the EU. #Nachhaltigkeit #CleanTech #Umweltschutz (translated)

RCraven1 wrote that Emmanuel Macron persuaded Friedrich Merz to make concessions on the easing of the ban on combustion engines starting in 2035 and received support for stricter European production regulations in return. However, France is already pursuing a different strategy: In September, 42 percent of new registrations were pure electric cars, and Renault is increasing electric car production due to demand. Macron is also ensuring that batteries and as many vehicle components as possible will be produced in Europe in the future. Merz, however, continues to fight for the combustion engine, even though the challenges for the German automotive industry, according to the author, lie in batteries, software, production costs, and increasing competition from China. RCraven1 suggested that France not only wants to sell electric cars but also wants to profit from their production. He asked whether Merz had realized that Macron was conceding on a technology from which France is increasingly turning away and receiving concessions on future technologies in return. #Elektroautos #Automobilindustrie #Zukunftstechnologien (translated)

The availability of Starlink for Ukraine is subject to limitations, which has intensified the search for European alternatives such as Oneweb and the planned IRIS² system, while Eutelsat is trying to remain competitive with its satellite-based infrastructure. #Eutelsat #Oneweb #Starlink (translated)

Furkan Yildirim wrote that Bank of America has been examining the correlation between the yield of ten-year US Treasury bonds and stocks since 1962. At yields below 2 percent, the value was plus 0.5, and between 4 and 5 percent, it was plus 0.2. Between 5 and 6 percent, there was no correlation; at yields of 6 to 7 percent, the correlation was minus 0.3, from 7 to 8 percent minus 0.2, and above 8 percent minus 0.3. According to Yildirim, Bank of America explained the change by stating that low interest rates are usually associated with a strong economy, while high interest rates increasingly lead to inflation and expensive loans, making government bonds compete with stocks. The bank summarizes the thresholds, according to Yildirim, as follows: starting from 5 percent, investors become indifferent to stocks and bonds; above 6 percent, higher interest rates harm stocks, and above 7 percent, valuations decline significantly. The ten-year yield reached 5.36 percent in the previous week, the highest level since 2002, and had risen by around 0.7 percentage points since July. After inflation data on Wednesday, it jumped to 5.33 percent; at the time of his contribution, it was around 5.1 percent. Yildirim wrote that the market is already behaving as if yields were above 6 percent: according to Goldman Sachs, the correlation with the S&P 500 was minus 0.56, down from minus 0.64 in June – the lowest value since the start of the data series in 2011. Moreover, according to Yildirim, the ten-year bond is now yielding more than the S&P 500 generates in profits per dollar invested; this was last the case in the early 2000s. As an indication of the importance of inflation, he mentioned that high interest rates during times of high inflation have almost always been a burden for stocks. US inflation was at 3.7 percent in September, up from 3.4 percent in August; gasoline had cost 34 percent more than a year earlier. After the data, the probability of another Fed rate hike in October increased from about 20 to 47 percent. #Börse #Aktienmarkt #Zinsen (translated)

Markus Frohnmaier criticized that the SPD parliamentary group in Bavaria cited the strong election results of the AfD in Saxony-Anhalt and Mecklenburg-Vorpommern as a reason to examine a ban on the AfD. He asked whether the SPD was openly admitting that they wanted to ban the more successful competitor and called it self-exposure. He also wrote that citizens preferred to vote for the AfD rather than the SPD. #SPD #AfD #Wahlen (translated)

The Vienna ÖVP demands the discontinuation of the TV channel W24 and the municipal food brand "Wiener Gusto," as it views them as "artificial competition" for private companies and aims for a concentration on the core tasks of the city administration. #Wien #ÖVP #Stadtpolitik (translated)

The ÖFB women took the first step towards their historic World Cup premiere in 2027 in Brazil with a 4:0 victory against Kosovo, but they face the challenge of asserting themselves against Switzerland and must also rely on the support of their rivals to avoid a potential detour through the intercontinental playoff. #ÖFBFrauen #WM2027 #Fußball (translated)

Apollo News reported that the owner of a pharmacy in Bielefeld informed AfD supporters that they were not welcome in her pharmacy and should go to the competition. After the Google rating of the pharmacy had collapsed, she spoke disparagingly about AfD supporters. https://t.co/zOWG8STfjb #Bielefeld #Apotheke #AfD (translated)

Western pharmaceutical companies are increasingly acquiring the rights to drugs developed in China to keep pace with the dynamic and state-supported pharmaceutical competition from the country, which poses potential risks for European supply and production. #Pharmaindustrie #Adipositas #Innovation (translated)

Kolja Barghoorn wrote that cafés in Berlin like "Eule im Park" did not want AfD voters, and now a pharmacist in Bielefeld also does not want to accept money from AfD voters. He asked whether this was wise in light of what he believes to be strong competition from online pharmacies for brick-and-mortar pharmacies. https://t.co/YiKm27CQXa #Berlin #Bielefeld #AfD (translated)

Patrick Berger reported that Borussia Dortmund has long been interested in the 17-year-old US striker Malik Jakupović. In the summer, Dortmund made offers of 2 to 3 million euros, which the Philadelphia Union rejected. Recently, BVB scouts observed Jakupović in Marbella; the contact is still ongoing. Chelsea, Salzburg, and Stuttgart are also interested, and previously Eintracht had been in contact with him. Philadelphia is demanding a transfer fee in the double-digit million range, Berger wrote. #BVB #Transfermarkt #Fußball (translated)

European car manufacturers, led by Volkswagen and Renault, are intensifying their efforts to catch up in the electric vehicle market as they face strong competition from China at the Paris Motor Show and receive support from the EU, which is planning import limits for hybrid vehicles. #Elektroautos #Automesse #Wettbewerb (translated)