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

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

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

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
