Allianz Research

Volle Kraft voraus:
Global Wealth Report 2025

What to watch I September 06, 2024

ECB rate cut round two, Chinese equities feeling the heat and cooling commodity prices 

Sector Atlas 2024: the outpriced, the outcasts and the outliers

Heavy political agenda to test global economic resilience once more. Global growth bottomed out in H1, but the global manufacturing sector is still in excess supply, and demand remains sluggish especially in the Eurozone. 

What to watch I August 2, 2024

Eurozone’s OK growth numbers, the big US dollar depreciation idea and an earnings season full of what ifs