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Jul 08, 2021

Global trade: Ship me if you can!

So far this year, global trade has bounced back faster and stronger than expected, especially in value terms (+8.6% q/q in Q1 2021 vs. +3.4% q/q in volume terms), driven by price and capacity pressures.

Jul 05, 2021

France vs Germany: No #Euro2020 final but a tie against Covid-19

During the UEFA EURO 2020 opening game, France arguably dominated its archrival Germany. While both teams have since exited the tournament, we find a welcome tie between the EU’s two largest economies when it comes to weathering the Covid-19 crisis, judging by GDP developments, labor market performance, debt toll and policy support.

Jul 01, 2021

This is (Latin) America: The unequal cost of living

It is too soon to tell the long-term effects of the Covid-19 crisis on inequality in Latin America, but income and labor markets already seem to be Patient Zero.

Jun 30, 2021

China´s corporate debt: Triaging in progress

With ~18% of global outstanding debt currently yielding in negative territory, investors are increasingly looking for yield-enhancing opportunities in higher risk Emerging Market assets.

Jun 24, 2021

Emerging Markets debt relief: Kicking the can down the road

The Covid-19 pandemic and related global economic crisis triggered an unprecedented shift in public debt sustainability in the developing world.

Jun 23, 2021

Allianz Pulse 2021: Old beliefs die hard

Building back stronger? Only 27% of all respondents believe that the Covid-19 crisis will strengthen solidarity in the EU (Germany: 23%, France: 27%, and Italy 30%)

609 results