Products & Services
Search
Products & Services

  

Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Click here to download the report

Table of contents

Executive summary

Read more

Financial assets: Surprising relief

Read more

Liabilities: Expected restraint

Read more

Real estate: Setback

Read more

Distribution: Progress is in the eye of the beholder

Read more

Appendices

Read more

Our team

Read more

Key contacts and links

General Inquiries
  

Show contacts

Economic Research
  

Show contacts

Investor Relations
  

Show contacts

Press
  

Show contacts
External IFrame Content

This IFrame contains external resources. The provider may be collecting information about your interaction with this content by using cookies and may use this for targeting their offers. Please accept cookies in order to show the IFrame.

 

All publications

   

Retail in the U.S.: Department store bankruptcies are only the tip of the iceberg

The Covid-19 outbreak is sending the U.S. economy into an unprecedented recession: Our central scenario anticipates a -2.7% contraction of economic activity for the year 2020, taking into account a two-month lockdown period and a U-shaped recovery starting in Q3. The impact of the crisis on the U.S. retail industry is also unprecedented and will have lasting consequences on all segments. However, we find a clear divide between food retail, which is resilient, and discretionary retail, which is cyclical, at least for the eighteen months to come.

Automotive in Europe: -30% in 2020, in spite of active googling for new cars

In Europe, both new car registrations and the business climate slumped in April. High frequency indicators based on Google trends now point to a renewed interest in cars but with the exception of Germany, that won’t be enough to drive a strong revival in car purchases before Q3.

Germany: Q1 GDP drop only the tip of the iceberg

The Covid-19 crisis has pulled the rug out from under the feet of the German economy. According to the Federal Statistical Office's flash estimate, the GDP setback in Q1 2020 amounts to a hefty -2.2% Q/Q - the sharpest rate of decline since the height of the great financial crisis (Q1 2009).

609 releases in total