Allianz Contacts
Search
Allianz Contacts

All publications

   

Apr 18, 2024

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’

Apr 17, 2024

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.

Apr 11, 2024

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

Apr 11, 2024

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.

Apr 05, 2024

What to watch I April 05, 2024

Quarterly country and sector risk updates, transatlantic equity markets super trends and sticky services inflation v. the ECB

Apr 04, 2024

The cost of pay me later

Corporate financing constraints hit a record high in 2023, mainly driven by the largest jump in payment terms since 2008. Global Working Capital Requirements (WCR) increased for the third consecutive year.

Mar 26, 2024

Economic-outlook

Special effects for growth, inflation is acting up. We expect sluggish economic momentum ahead, with global GDP growing by less than +3% between 2024-25. 

Mar 22, 2024

What to watch I March 22, 2024

Chocoflation, third time’s the charm for the EU CMU, no such thing as a free gun and India taps new trade opportunities

Mar 21, 2024

Global-automotive

The automotive market is expected to normalize this year. On the one hand, we expect car registrations to slow down following a strong rebound in 2023. On the other hand, car manufacturers face reduced pricing power and contracting margins amid intensified competition and an uncertain environment.

Mar 14, 2024

What to watch I March 14, 2024

The Fed’s bumpy last mile, it’s Bank of Japan’s time and why the AI rally is a cash-rich version of the dotcom bubble

28 releases in total