Economic Insights

Jul 28, 2022

How to ease inflation? Non-tariff barriers to trade in the spotlight

We find that reducing non-tariff measures to trade to below 50% could knock at least -2pp off inflation in the US and -4.5pp in the EU.

Jul 26, 2022

High yield: have the tourists left?

The aggregate quality of high yield credit remains relatively strong, with leverage, coverage, liquidity and profitability ratios remaining close to their highest levels in decades.

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.