Category: Allianz

Allianz, Front Page

The “five Ds” of structurally higher inflation

We identify five key structural factors, or “the five Ds,” that will have a significant impact on inflation in the

Allianz, Front Page

Retail: What’s wealth got to do with it?

As the cash reserves that were amassed during the pandemic dwindle, it’s a suitable time to examine consumption patterns which

Allianz, Front Page, Uncategorized

Falling off a savings cliff?

Excess savings compared to consumption in Europe and the US are still substantial, with the highest levels in the UK

Allianz, Front Page

Allianz Global Wealth Report 2022: The last hurrah

Global financial assets grew by 10.4% to reach EUR 233 trillion, marking the third year in a row of double-digit

Allianz, Eurozone, Front Page, Going Global, Uncategorized

House of cards? Perspectives on European housing 

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

Allianz, Front Page

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

Allianz, Front Page, Uncategorized

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

Allianz, Eurozone, Front Page

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

Allianz, Front Page

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

Allianz, Front Page

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