Economic Insights

Jun 04, 2024

What to expect from the European elections

With an expected 60% participation rate, the 2024 EU elections are set to be a pivotal moment for the European Parliament

May 31, 2024

What to Watch 31 May 2024

Elections (UK), Elections (Mexico) and Elections (South Africa)

May 29, 2024

Allianz Pulse 2024: What unites and separates the demos of Europe

Ahead of the decisive elections on 6-9 June, the 6th edition of our Allianz Pulse survey finds huge divisions in views of the EU.

May 24, 2024

What to Watch 24 May 2024

US commercial real estate and the Fed, oil price roller coaster and corporate optimism returns after Q1 earnings

May 23, 2024

Allianz Global Insurance Report 2024: Transformative years ahead for the insurance sector

According to the Allianz Global Insurance report, the global insurance industry grew by an estimated 7.5% in 2023, clocking the fastest growth since 2006, the year before the GFC.

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