Feb 02, 2023

Falling off a savings cliff?

Americans to fall off the pandemic savings cliff after the summer break, while Europeans hoard even more
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corporate investment

Jan 31, 2023

Do we need more inflation to get more corporate investment?

Up until 2019, global disinflation pushed down corporate investment, but the return of inflation since 2020 has failed to reverse the trend.
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consumption wealth effect

Jan 27, 2023

Consumption: What’s (wealth) got to do with it?

Household consumption is starting to lose steam in Europe's largsest economies and the US.
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Jan 24, 2023

No, the energy shock in Europe does not mean de-industrialization

The large energy-price shock still lies ahead for European corporates but it won't be a game-changer for price competitiveness against the US.
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Quantitative tightening Eurozone

Jan 20, 2023

Quantitative tightening and debt repayment costs in the Eurozone

The ECB will start quantitative tightening in March, but the expected reduction of its balance sheet will be limited at the planned run-off rate of government bond holdings.
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Allianz-risk-barometer-2023

Jan 17, 2023

Allianz Risk Barometer 2023: Cyber and business interruption top threats as economic and energy risks rise

Cyber incidents and business interruption rank as the biggest company concerns for the second year in succession.
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Wealth and pensions in Asia

Jan 10, 2023

Wealth without pensions in Asia

Total gross financial assets in Asia reached a new record high, but the share of life and pension assets in private households’ portfolios kept declining.
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Economic outlook for 2023

Dec 15, 2022

Economic Outlook 23-24: Keep Calm and Carry On

The deteriorating energy crisis and tough policy choices have confirmed our forecast of slowing growth, higher inflation and rising interest rates. We expect global growth to slow to +1.4% in 2023.
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Economic impact of war in Europe

Dec 09, 2022

The economics of war, (and its aftermath)

As the war in Ukraine continues, what can we learn from the economic impacts of World War I on trade, production and prices in Europe?
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Result Count1831