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Allianz Research

Volle Kraft voraus:
Global Wealth Report 2025

Zusammenfassung

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Finanzvermögen: Volle Kraft voraus

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Verbindlichkeiten: Keine Erholung

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Immobilien: Talsohle durchschritten

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Verteilung: Keine Fortschritte

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Everything everywhere all at once

Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year. We maintain our call for a sizable recession in the US at the end of the year due to a slowdown in housing, manufacturing and construction, while economic momentum stalls in the Eurozone as fiscal stimulus is gradually pared back. 

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