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

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

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 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
