Economic Insights

Jul 21, 2022

Eurozone: watch credit conditions!

With the ECB hiking interest rates for the first time in over 11 years, could tightening financial conditions spark a credit crunch?

Jul 20, 2022

Remote work: Is the honeymoon over?

Our Allianz Pulse survey shows that the lack of social contact and networking opportunities is the top challenge in working remotely.

Jul 19, 2022

The anatomy of financial bubbles, crashes & where we stand today

Some important segments of the US equity market (the NASDAQ, the NASDAQ 100, the S&P 500 home builders index) were most likely in a bubble mode in 2021; they have not yet completed a typical post-bubble correction.

Jul 13, 2022

Back on the (climate) track The quest for independence powers Germany’s energy transition

In the medium term, Germany’s ambitious new targets should push the renewable energy share of its electricity mix even beyond what would be needed to meet the Paris climate goals by 2035.

Jul 11, 2022

Allianz Pulse 2022: United in pessimism

Health and economic issues such as jobs and inflation continue to dominate the thinking of most respondents in our annual survey.

Jul 07, 2022

Price war for European airlines – Fasten your seatbelts

Cancelled flights could become the new normal in Europe as airlines strive to protect margins amid surging jet fuel prices.

Jul 06, 2022

Breaking spread: fragmentation risk in the Eurozone

The ECB is facing a “risk trilemma” as its hawkish monetary policy pivot pushes the specter of fragmentation risk back into the limelight.

Jun 27, 2022

Economic and Market Outlook: Running up the hill

Global growth is entering a soft patch this year as uncertainty due to geopolitical risks remains high.

Jun 24, 2022

Obesity: Costly epidemic

We estimate that obesity-related health expenditures could reach EUR1.2trn corresponding to 8.1% of total health expenditures in 2032.