Economic Insights

May 28, 2026

Allianz Global Insurance Report 2026: The future of insurance in a fragmenting world

The insurance industry is cooling from exceptional growth, not slowing into weakness.

May 28, 2026

Too hot to grow The economic costs of extreme heat

Extreme heat is emerging as a structural economic risk, with Europe highly exposed.

May 20, 2026

AI is rewiring global trade: power, dependencies and value chains are concentrating

AI and trade are no longer separate policy domains.

May 19, 2026

Transatlantic spread – from monetary signal to fiscal mirror

Is one of the world’s most important pricing signals entering a new era?

May 12, 2026

Behind the gate: The promises and perils of private markets democratization

Private markets are opening up to retail, and the product has to be rebuilt to fit.

May 12, 2026

Thinking fast, building slow: The energy cost of the US AI boom

Artificial intelligence is about to impose the largest sustained demand shock on US electricity infrastructure in decades.

May 06, 2026

US large banks: The peak of the cycle is not the time to be complacent

US large-cap banks posted record Q1 2026 earnings, and both earnings growth and asset quality sits well above trend.

May 05, 2026

Automotive: Will the Middle East crisis supercharge EV momentum?

Apr 30, 2026

Happy Labor Day? How geopolitics, immigration and AI will reshape work

US and European labor markets appear to be in good shape, with headline unemployment rates near historic lows. But three strong undercurrents (immigration policy, energy-price shock and AI) are churning beneath the calm surface.