Residential construction is facing challenges but managing to stay afloat. The surge in interest rates leading to increased mortgage costs
Category: Allianz

Gravy for corporates, leftovers for consumers?
Thanksgiving alert: Elevated turkey costs on the horizon? Keep an eye on potential labor shortages. In October, the consumer price

A bolt from the blue? Amplified social risk ahead
The ongoing global cost-of-living crisis has heightened social risks on a worldwide scale, exacerbating the divide between advanced economies and

India – A Rising Star
By 2030, India is poised to become the second-largest economy in the Asia-Pacific region, fueled by robust macroeconomic fundamentals and

Global Insolvency Outlook 2023-25: From maul to ruck?
With buffers waning, most vulnerable corporates and sectors have been caught between a rock and hard place in 2023, with

Is diversification dead?
The 60/40 portfolio split underwent a significant transformation in 2022 due to changing factors such as inflation and growth dynamics.

Back to the beach: Tourism rebound in Southern Europe?
Could surging travel costs jeopardize Southern Europe’s crucial summer tourism season? While beach vacations remain the top preference for leisure

Global boiling: Heatwave may have cost 0.6pp of GDP
A rough estimation indicates that the recent heatwave across the United States, Southern Europe, and China might have resulted in

Critical raw materials – Is Europe ready to go back to the future?
Metals will play a vital role in shaping the future, driving the green transition and supporting various industries such as

In focus – US immaculate disinflation: How much should we thank the Fed for?
The Federal Reserve is responsible for half of the decrease in US inflation over the past year. The decline, which