North America isn’t the only place with a volatile housing market. See Allianz’s perspective on the European market here: https://www.allianz.com/en/economic_research/publications/specials_fmo/europe-residential-real-estate.html
Category: Allianz
Financial globalization: moving towards a polarized system?
Will China’s attempt to create a co-hemegony with the US Dollar have an effect on the economy? https://www.allianz.com/en/economic_research/publications/specials_fmo/financial-globalization.html
EU fiscal rules – quo vadis?
Next week, the European Commission is expected to propose the most ambitious overhaul of the EU fiscal framework in more
Can the US and EU really “friendshore” away from China?
Globalization is changing, not dying, but recent crises have raised questions about the structure of global supply chains, and the
Lights out! Energy crisis, policy mistakes and uncertainty
As Russian gas supply is coming to a halt, the fight against inflation is raging and political uncertainties coalesce, our
Missing chips cost EUR100bn to the European auto sector
The automotive industry has been the number one casualty of the global semiconductor crunch: We estimate that it led to
Double trouble? Inflation means less cash and more debt for companies
Earnings held steady in the first half of 2022 but momentum is fading The post-pandemic party is coming to a
Green infrastructure investment
The public sector cannot do it alone The war in Ukraine underscores that scaling up investment in climate-smart infrastructure is
High yield: have the tourists left?
High carry and higher spreads before a U-turn in 2023 The tide has turned for high yield credit. Since mid-April,
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