Economic Insights

May 16, 2024

What to watch 16 May 2024

US-China tariffs dilemma for Europe, one culprit for sticky US inflation and Central European central banks take a break

May 14, 2024

Allianz Trade Global Survey 2024 : Protectionism Mithridatism

Mithridatism: After the trade recession, exporters are more optimistic in 2024 but also more concerned with (and also more used to?) geopolitical risks, shortages of inputs and labor and financing and non-payment risks.

May 03, 2024

What to Watch 03 May 2024

Higher rates by a fiscal thread, good Eurozone news before the Eurovision, and delayed normalization for cross-asset correlations.

Apr 30, 2024

Ashes to ashes, carbon to soil

A cost-benefit analysis of abatement measures to increase soil carbon-sequestration capacity

Apr 26, 2024

What to Watch 26 April 2024

Higher for longer reloaded in the US, EM financial markets feeling the pinch and the link between inflation and elections

Apr 21, 2024

Global outlook for private debt & private equity: private(r) for longer?

High inflation and escalating interest rates have tempered enthusiasm in private markets.

Apr 18, 2024

What to Watch 18 April 2024

Markets and the Talion law, expectations for the Indian elections, and the depreciation of the renminbi still ‘under control’

Apr 17, 2024

Latin America : Shall we dance?

This time was different: Latin America’s post-pandemic paso doble with inflation and the exchange rate.

Apr 11, 2024

The best is yet to come

Despite the crises, private households in the nine Eurozone countries we analyze have managed to almost double their total financial assets over the last two decades.