Category: Allianz

Next week, the European Commission is expected to propose the most ambitious overhaul of the EU fiscal framework in more

Globalization is changing, not dying, but recent crises have raised questions about the structure of global supply chains, and the

As Russian gas supply is coming to a halt, the fight against inflation is raging and political uncertainties coalesce, our

The automotive industry has been the number one casualty of the global semiconductor crunch: We estimate that it led to

Earnings held steady in the first half of 2022 but momentum is fading The post-pandemic party is coming to a

The public sector cannot do it alone The war in Ukraine underscores that scaling up investment in climate-smart infrastructure is

High carry and higher spreads before a U-turn in 2023 The tide has turned for high yield credit. Since mid-April,

Some important segments of the US equity market (the NASDAQ, the NASDAQ 100, the S&P 500 home builders index) were

Executive Summary Record-high inflation in advanced economies is turning up the heat on central banks. With average wages set to

EXECUTIVE SUMMARY Global growth should remain robust but uneven, with rising divergence between advanced and emerging market economies. We expect omicron-related