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Investor Presentaiton

-2% Dec-10 Source: European Central Bank, Eurostat 0% Jun-11 Dec-11 Jun-12 Dec-12 Jun-13 Dec-13 GDP (growth %, y-o-y) Jun-14 12% 19.6% 10.1% 10.8% 10.7% 9.9% 10% 9.0% 8.2% 10% 7.2% 9% 6.6% 8% 8% 6% 2.5% 4% 2.0% 2.3% 2.6% 2.1% 1.2% 1.4% 7% 0.8% 2% -0.6% 6% Dec-14 Macroeconomic Key Figures and Forecasts Macroeconomic Developments in Europe ■ EU GDP growth weakened in late 2018 partly due to regulatory bottlenecks experienced by car manufacturers, leading to a sharp reduction of production. ECB expects the weakening to be largely temporary and projects that growth will subsequently recover ■ Over medium term, the fundamentals related to the accommodative monetary policy, improving labour conditions and stronger balance sheets support continued expansion ■ Unemployment is projected to continue to decrease over the projection horizon, although at a slightly lower rate than previously expected, mainly reflecting the more subdued economic recovery Wage moderation and past labor market reforms are seen as supporting employment growth ■ The labour force is expected to expand, reflecting the continued influx of refugees and the fading of discouragement effects EU28 GDP growth and Unemployment Rate Decreased Consumer Credit Borrowing Rates ■ Since the financial crisis, interest rates have decreased significantly creeping down close to zero and negative in some instances ■ Interest rates in the Euro zone are expected to remain low ("lower for longer") going forward ■ The low interest rate environment has had a negative effect on traditional banks' earnings, leading to cost cuts including laying of personnel and closing down branches ■ The annual percentage rate of charge (APRC) for consumption loans in the Euro zone has moved in correlation with the Euro area's rate applied to Main Refinancing Operations (MRO) ■ In addition, the emergence of alternative providers following the recent Fintech boom, has enabled consumer to borrow on more favourable terms APRC value in the Euro area – Loans for consumption Jun-15 Dec-15 Jun-16 Unemployment rate (%) Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 5% Dec-03 APRC value Loans for consumption ferratum 44
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