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Is the Inflation Reduction Act a Tipping Point in Climate Action
Insights from 25-plus Credit Suisse research teams around the world reveal how the IRA impacts clean energy, utilities, oil & gas, industrials, passenger and commercial transport, metals & mining, buildings, and renewable/battery global supply chain.
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Is Single Family Rental Rate Growth Decelerating in the Back Half of 2022?
The September run-up in interest rates currently has the conventional 30-year mortgage rate trending near 6.5%.
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A Glimpse into the US Franchise World
To assess the state of US franchise systems, we leverage franchise disclosure documents and other industry data sources to look at quantitative and qualitative factors including unit economics, franchisee to franchisee valuation metrics, interest in growth from franchisees, development incentives, category dynamics, investment costs and US franchise closures. Our focus is on US franchise brands, noting company-owned brands have more control over unit growth outlooks.
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Is Co-living The Next Big Thing in the ASEAN Property Sector?
Co-living benefits from rapid urbanization. Additionally, a young population (median age of 30) and a millennial population are sustaining an evolving housing demand impacted by weakening affordability.
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Reducing Gas Consumption Is Key for Upcoming Winter and Beyond
In our base case scenario, we estimate the European gas market faces a supply deficit of 35bcm and 41bcm in 4Q22E and 2023E, respectively. With EU gas storage levels now above 80%, draws from inventory should provide sufficient cover through the winter months. However, the situation is so tight that changes in the macro are likely to contribute to continued volatility in gas prices.
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Will Managing the U.S. Water Crisis Cost More Than a Trillion Dollars?
Currently, 0.5% of all the water on the planet is potentially usable by people, animals, and plants. The planet's remaining fresh water is locked in the polar ice caps, in the soil, or irreversibly polluted.
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Will Canada's LNG Production Support New EU Demand?
With an array of European officials (most recently a German contingent) looking to Canada for some potential energy solutions, we focus on Canada's LNG potential from a selection of existing projects along with some stock market exposure – primarily via US-related assets for several large energy infrastructure companies.
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Is the EU Ready for a Gigabit Society?
Western Europe's fibre rollout was steady in 2021, with 16m homes passed, including 5.5m in France, 3.3m in the UK, 2.2m in Germany, 1.6m in Italy, and 1.0m in Spain. Fibre rollout looks to remain elevated at 18-20m homes passed in 2022-23 before finally leveling out.
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How Will the Global Economic Slowdowns Affect the Asian Consumer Tech Market?
The outlook for consumer tech demand remains impaired year to date, with the Russia-Ukraine conflict continuing, China demand remaining sluggish following the lockdown and disruptions, and inflation pressuring consumer demand and triggering faster rate hikes by central banks.
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IT Hardware Responding To Cloud Model
Large installed bases can drive substantial services revenue, supporting continued solid gross profit, FCF, and funding investments in future technologies. The recent availability of Infrastructure as a Service (IaaS) offerings by hardware companies finally offers enterprise customers attractive alternatives for both business model (ratable, use base operating costs) and functionality (usage, performance) to public cloud vendors.
