Feb 03, 2022

The rollout of 5G won’t be enough to kickstart a new era of “peak smartphone” in North America and Western Europe. China’s experience shows that users appreciate 5G, but will not rush for it.

Feb 02, 2022

Despite large inflation upside surprises since the last policy meeting, with the January HICP release registering the largest upside surprise ever, we think the ECB will maintain its monetary policy stance—for now. Supply-side effects, especially energy prices, are still the key inflation drivers while second-round effects—inflation expectations and wage growth—remain moderate.

Jan 28, 2022

The results of our Allianz Pension Indicator, which assesses how prepared global pension systems are for demographic change, show that despite some recent reforms, the sustainability and adequacy of Latin America’s pension systems have hardly changed within the last two years.

Jan 25, 2022

While the rate lift-off might already start in March, signals are piling up that the Fed might break its hiking cycle after 2-3 hikes, much earlier than markets currently expect.

Jan 20, 2022

The Covid-19 pandemic brought a hidden endemic condition into the light: The share of people who report mental health problems has increased markedly, with the prevalence more than doubling in many countries.

Jan 18, 2022

Record-high inflation in advanced economies is turning up the heat on central banks. With average wages set to rise significantly in 2022, they face a difficult choice: overlooking the overshoot to protect the post-Covid recovery or tightening quickly to stave off a potential wage-price spiral that would add fuel to the fire.