Allianz Global Wealth Report 2026

Thinking fast, building slow: The energy cost of the US AI boom

Artificial intelligence is about to impose the largest sustained demand shock on US electricity infrastructure in decades. By 2030, data-center power consumption is expected to nearly double, lifting the sector’s share of total US electricity demand from roughly 5% to around 9%. 

US large banks: The peak of the cycle is not the time to be complacent

US large-cap banks posted record Q1 2026 earnings, and both earnings growth and asset quality sits well above trend. Yet, investors seem wary about how long the good times can last, for at least four reasons.

Automotive: Will the Middle East crisis supercharge EV momentum?

An electric tilt boosted by energy volatility. After a bruising 2025, Q1 2026 data reveal a striking reversal.  BEV market share hit 19% EU-wide (+4pps vs; Q1 2025) and surged to 28% in France and 23% in Germany.