Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

What to watch I March 14, 2024

The Fed’s bumpy last mile, it’s Bank of Japan’s time and why the AI rally is a cash-rich version of the dotcom bubble

Trumponomics: the sequel

Whoever wins the White House in November will be confronted with a changing US economy. While the US has remained remarkably resilient despite rising interest rates and global uncertainty, it has become more prone to inflation volatility, given a larger exposure to frequent supply shocks and structural labor shortages.

What to watch I March 07, 2024

93 years to close the gender pay gap; putting the Eurozone’s fiscal genie back in the bottle and the winners and losers of interest income