How have European labor markets fared in the wake of the Covid-19 pandemic? In this episode with Senior Economist Maddalena Martini and Economist Patricia Pelayo Romero, we look at the impact on employment, wages and productivity, and what that means for policymakers. Read the full report: No quick wins: more jobs but little productivity in the Eurozone.
041 | No quick wins: more jobs but little productivity in the Eurozone
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The Allianz Global Pension report analyzes pension systems in 75 countries to identify which ones are best prepared for demographic change. In this episode with Arne Holzhausen, Head of Insurance, Wealth and Trend Research, and Senior Economist Michaela Grimm, we find out more about the results, and what they mean for policymakers. Read the full report: Reforming against demographic change.
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The rebound in business insolvencies is picking up speed. In this episode, we speak to Maxime Lemerle, Lead Insolvency Analyst at Allianz Trade, to understand the outlook for business insolvencies in 2023-2024. Read the full report: Insolvency report: No rest for the leveraged.
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Households in the US and Europe built up a sizable amount of excess savings during the pandemic. But this cash cushion is losing its fluff.
Read the full report: Falling off a savings cliff
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Over the last decades, and especially since the global financia crisis, structural factors have held down inflation. But now that trend is reversing. In this episode, we learn about the "five Ds" of structurally higher inflation - demographics, decarbonization, deglobalization, digitalization and debt - with Andreas Jobst and, Head of Macroeconomic and Capital Markets Research at Allianz, and Ano Kuhanathan, Head of Corporate Research at Allianz Trade.
Read the full report:
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Given the rapid rise in debt ratios during the pandemic and the current energy crisis, it's clear that the EU fiscal framework is in need of reform.
In this episode, we dive into what the European Commission has proposed change about its fiscal rules, and what that could mean for public debt, with Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Maddalena Martini, Economist for Italy and Greece.
Read the full report "EU fiscal rules: Quo vadis?"
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Rising interest rates have created very volatile markets in 2022. What happens next for equities and corporate bonds? We find out in this episode with Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Jordi Basco Carrera, Lead Investment Strategist.
Read more from our reports:
• "Market Volatility and Corporate Bonds - Collateral Damage"
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The US housing market is adjusting to the new reality of higher-for-longer interest rates. In this episode, we speak to Senior Economist Maxime Darmet to find out more about what's happening in housing and mortgage markets, and what it means for the US economy.
Read the full report: "US housing market: The first victim of the Fed"
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Rising interest rates are a big shock for companies, but some sectors are more exposed than others. In this episode, we speak with Ana Boata, Head of Economic Research at Allianz Trade, and Ano Kuhanathan, Head of Corporate Reearch, to find out what the end of zeronomics means for companies.
Read the full report: Double trouble? Inflation means less cash and more debt for companies.
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This month, both the US Federal Reserve and the European Central Bank raised interest rates by 75 basis points, the latest in a series of moves to combat surging inflation. This has brought an end to a long era of interest rates being at nearly zero, or even negative, in advanced economies.
In the first episode of this special new season of Tomorrow,Allianz Chief Economist Ludovic Subran tells us more about the end of 'zeronomics' and what is at stake for the global economy.
Find out more about inflation, and what central banks will do next, in our latest global economic outlook: "Lights out! Energy crisis, policy mistakes and uncertainty"
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Global food prices have surged by 56% as the war in Ukraine disrupts supplies of wheat, corn and sunflower oil. This could put millions of people at risk of food insecurity, amplifying the risk of social unrest in several emerging markets.
We find out more in this episode with Patricia Pelayo Romero, Expert in insurance and Senior Sector Advisor Aurélien Duthoit.
Read the full reports: "European food inflation - and the loser is the consumer" and "Eleven countries at high risk of a food crisis"
We find out more in this episode with Patricia Pelayo Romero, Expert in insurance and Senior Sector Advisor Aurélien Duthoit.
Read the full reports: "European food inflation - and the loser is the consumer" and "Eleven countries at high risk of a food crisis"
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With the war in Ukraine and lockdowns in China extending supply-chain disruptions and pushing up input costs, the balance of risks has significantly deteriorated for companies.
In this episode we find out what this global context will mean for global business insolvencies with Ana Boata, Head of Economic Research at Allianz Trade, and Maxime Lemerle, Lead Analyst for Insolvency Research.
• Read the full report "Global Insolvency Report: Growing risks and uneven state support"
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2022 was expected to be another bumper year for the insurance industry, but the invasion of Ukraine has dashed those hopes. According to the Allianz Global Insurance Report 2022, premium income is likely to grow by roughly 1pp slower than originally assumed as the war takes its toll on economic activity and confidence, even as inflation supports the top line.
Looking beyond 2022, the war will have far-reaching consequences on the global risk landscape. To find out more, we speak to Arne Holzhausen, Head of Insurance, Wealth and Trend Research, and Patricia Pelayo Romero, Expert in Insurance and ESG.
Read the full report "Allianz Global Insurance Report 2022: A decisive decade"
Looking beyond 2022, the war will have far-reaching consequences on the global risk landscape. To find out more, we speak to Arne Holzhausen, Head of Insurance, Wealth and Trend Research, and Patricia Pelayo Romero, Expert in Insurance and ESG.
Read the full report "Allianz Global Insurance Report 2022: A decisive decade"
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In our Allianz Trade Global Survey 2022, we decided to check the pulse of exporters in the US, China, the UK, France, Italy and Germany. Two surveys were carried out – one before the start of the invasion of Ukraine and one after, involving nearly 3,000 corporates.
In this episode, we dive into the results with Ano Kuhanathan, Head of Corporate Research, and Françoise Huang, Senior Economist for APAC and Trade, at Allianz Trade.
Read the full report "Allianz Trade Global Survey 2022"
In this episode, we dive into the results with Ano Kuhanathan, Head of Corporate Research, and Françoise Huang, Senior Economist for APAC and Trade, at Allianz Trade.
Read the full report "Allianz Trade Global Survey 2022"
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The US economy is less directly exposed to the economic consequences of the invasion of Ukraine compared to Europe. But surging energy prices are driving inflation even higher, which could accelerate the reversal of the "great resignation" in the job market. In this episode, we find out how with Patricia Pelayo Romero, Insurance and ESG Expert at Allianz SE
Read the full report "The (energy) price of war: when inflation bites US savings"
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With energy prices surging in Europe, households and companies are feeling the pinch. In this episode, we speak with Ana Boata , Head of Economic Research at Allianz Trade, and Ano Kuhanathan , Head of Corporate Research, to find out how long higher energy prices could last, and which countries and sectors could be hit the hardest.
Read the full report "The (energy) price of war for European households"
Read the full report "Russian dolls: unwrapping corporate (commodity) dependencies"
Read the full report "The (energy) price of war for European households"
Read the full report "Russian dolls: unwrapping corporate (commodity) dependencies"
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The invasion of Ukraine has sent energy prices surging, which means inflation is likely to remain higher and stickier in 2022. What does this mean for central banks and monetary policy in the US and Eurozone? We find out in this episode with Patrick Krizan and Katharina Utermohl , Senior Economists at Allianz.
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The invasion of Ukraine has sparked drastic sanctions against Russia. What will this mean for its economy, and for the rest of the world? We find out in this episode with Ana Boata, Head of Economic Research at Euler Hermes , and Andy Jobst, Head of Macroeconomic and Capital Markets Research at Allianz .
Read the full report "Russia-Ukraine crisis: Conflict escalation".
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Record-high inflation is turning up the heat on central banks, but could a wage-price spiral make things worse? In this episode, we find out which countries and sectors are most at risk with Senior Economist Selin Ozyurt
and Sector Advisor Ano Kuhanathan.
Read the full report "Frying pan to fire: Will inflation spark a wage-price spiral in 2022?"
and Sector Advisor Ano Kuhanathan.
Read the full report "Frying pan to fire: Will inflation spark a wage-price spiral in 2022?"
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We're back for Season 3!
In this episode, we look at the outlook for the global economy in 2022-2023, talk about how supply-chain disruptions and inflation will play out, and what could possibly go wrong, with Ana Boata , Head of Economic Research at Euler Hermes, and Andy Jobst , Head of Macroeconomic and Capital Markets Research at Allianz.
Read the full report "Economic outlook - don't look up!"
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