Allianz Trade Survey 2024

After the trade recession, exporters are more optimistic in 2024 but also more concerned with (and also more used to?) geopolitical risks shortages of inputs and labor and financing and non-payment risks.

What to watch I May 03, 2024

Higher rates by a fiscal thread, good Eurozone news before the Eurovision, and delayed normalization for cross-asset correlations 

Ashes to ashes, carbon to soil

A cost-benefit analysis of abatement measures to increase soil carbon-sequestration capacity.

What to watch I April 26, 2024

Higher for longer reloaded in the US, EM financial markets feeling the pinch and the link between inflation and elections

Global outlook for private debt & private equity: private(r) for longer?

High inflation and escalating interest rates have tempered enthusiasm in private markets. These factors induced investor caution and lowered return expectations last year, breaking a decade-long asset class growth.

What to watch I April 18, 2024

Markets and the Talion law, expectations for the Indian elections, and the depreciation of the renminbi still ‘under control’

Latin America: Shall we dance?

This time was different: Latin America’s post-pandemic paso doble with inflation and the exchange rate. Reactive monetary policies, supportive commodity prices and increased investor confidence have helped keep inflation and exchange rate volatility relatively in check.

What to watch I April 11, 2024

The ECB in a pickle, China v. Germany – from complementarity to substitution, and UK trade tricks to reduce Brexit inflation

The best is yet to come

Despite the crises, private households in the nine Eurozone countries we analyze have managed to almost double their total financial assets over the last two decades.