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Jul 19, 2022

The anatomy of financial bubbles, crashes & where we stand today

Some important segments of the US equity market (the NASDAQ, the NASDAQ 100, the S&P 500 home builders index) were most likely in a bubble mode in 2021; they have not yet completed a typical post-bubble correction, offering more downside than upside.

Jul 13, 2022

Back on the (climate ) track

The race to energy sovereignty sparked by Russia’s invasion of Ukraine could push Germany’s green transition well past the finish line. Despite the increased use of coal for electricity generation in the short term, the EU ETS will limit additional emissions, and coal is still on track to be phased out by 2030. 

Jul 11, 2022

Allianz Pulse 2022: United in pessimism

After three months of the Russian invasion of Ukraine, Europe’s economy is in a very unstable state, making it the right moment to check the pulse in Germany, France and Italy. In May, we at Allianz decided to interview 1,000 people in each country about their views on political and economic issues, as well as their expectations for the future. 

Jul 07, 2022

Price war for European airlines – Fasten your seatbelts

Cancelled flights could become the new normal in Europe as airlines strive to protect margins amid surging jet fuel prices. With wages accounting for 25% of revenue (vs. the global average of 19%), European airlines have little incentive to address staff shortages in the short term.

Jul 06, 2022

Breaking spread: fragmentation risk in the Eurozone

The ECB is facing a “risk trilemma” as its hawkish monetary policy pivot raises the specter of fragmentation risk, which threatens to impede the efficient transmission of monetary policy. 

Jun 27, 2022

Economic and Market Outlook: Running up the hill

Global growth is entering a soft patch this year as uncertainty due to geopolitical risks remains high. 

Jun 24, 2022

Obesity: Costly epidemic

The share of people who are overweight and obese has been increasing markedly, even in poorer countries, a trend that was likely amplified by the lockdowns imposed during the Covid-19 pandemic.

 

Jun 20, 2022

Commercial debt collection: USD4.2trn at risk in the most complex countries

As central banks around the world tighten monetary policy to cope with surging inflation, financing costs are set to rise for companies, contributing to the return of business insolvencies. In this context, recovering debt could become even more of a challenge.

 

 

Jun 15, 2022

A trade recession before a mild Chinese reopening?

Prepare for a contraction in global trade in Q2 2022…With the omicron crisis in China prolonging supply-chain bottlenecks and bringing port congestions back to the worst levels seen in 2021, global trade of goods in volume terms should decline by -1.3% q/q. 

604 releases in total