Our latest reports
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22 July
Trade war 3.0: A new, lasting tariff wall
With Section 122's flat 10% tariff expiring on 24 July, the switch to Section 301 and Section 338 tariffs will send the US average import tariff back above 2025's IEEPA-era level to 12.4%, up from a May low of 7.7%.
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16 July
Cash at risk: Inventories are driving a new cycle of working capital strain
Days Inventory Outstanding now explains almost 80% of the CCC level and more than 80% of its change over 2014-2025.
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15 July
Super El Niño risk: more inflation in Asia, oversupply in Latin America yet little disruption in financial markets
The emerging 2026-2027 El Nino has the potential to become the strongest climate event in over a decade.
Our global risk monitoring
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Country reports
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Sector reports
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Collection complexity reports
The Allianz Trade Collection Complexity Score provides a simple assessment of how easy it is to collect debt around the world. The 2026 edition covers 52 economies countries that represent 90% of both global GDP and global trade.