Commercial Real Estates lending makes up almost 18 % of all lending by German banks! Wow.
Sector has been hard hit by corona -> @ecb is worried about stability risks.
See "Financial Stability Three Ways" in Chartbook Newsletter #4. Sign up at:
Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain this. thedailyshot.com/2022/06/28/bus… https://t.co/VkOyCMuPqs