Allianz Research

Allianz Global Wealth Report 2024:
Surprising relief

Food industry: Gravy for corporates, leftovers for consumers?

Thanksgiving special: higher turkey prices? Watch out for labor shortages. The consumer price index for poultry increased by +7% y/y in October while producer prices for turkeys decreased by almost -40%.

What to watch I November 17, 2023

Dutch elections in a time of recession, climate displacement and corporate earnings – calm before the storm?

Global construction outlook: Liquidity cracks

Residential construction is stumbling but still standing. As higher interest rates drive up mortgage costs, house prices have decreased significantly in Germany (close to -10% in Q2 2023) and decelerated in most other European countries and in the US.