New CO2 emission regulations in Europe

The most pressing threat ahead of Europe’s car industry isn’t Brexit or potential U.S. tariffs. It’s the EU’s own regulations for limiting carbon dioxide (CO 2) emissions.

Global insurance market: At a crossroads

According to projections by Allianz Research, the global insurance premium volume last year rose to 3,655 billion euros (excluding health insurance).

Focus Economics Award 2019

The Allianz Research team has won the FocusEconomics Analyst Forecast Awards 2019. The team is proud to be recognized as the most accurate forecaster for the following countries and indicators in 2018: 

 

 

The shape of the U.S. yield curve: A cautionary tale

In March 2019, the spread between the long and short end of the U.S. yield curve entered into negative territory, sparking concerns about an economic downturn ahead. 

What do Trump's new tariffs mean for the global economy?

On May 5th, President Trump announced plans to raise tariffs on Chinese imports, arguing that current US-China talks are going too slow. On May 10th, the Trump administration announced a hike in the tariff on USD200bn of imports from China  to 25% (from 10% currently).

In line with the economic slowdown, companies reduced payment delays

After hitting a 10-year high in 2017, global average Days Sales Outstanding (DSO), a measure of how long it takes companies to collect cash from customers, fell by -1 day to 65 days in 2018, a sign of caution in line with the economic slowdown. As world GDP growth slows further this year, we expect DSO to reach 64 days in 2019.

Indian Elections: Policies to boost business

India was the fastest-growing economy among G20 countries in 2018 with +7.4% GDP growth. Over the past five years, active and decisive policy-making (policy mix, structural reforms) has contributed as much as +0.7pp to growth p.a. on average. 

Forecast Accuracy Award 2018

The Allianz Economic Research Team with its head Michael Heise won the Concensus Economics Forecast Accuracy Award for its 2018 forecast for the eurozone.

The end of the Spanish miracle

Between 2014 and 2018, Spain experienced a second economic miracle: GDP grew by +2.8% on average p.a.; exports grew by +4.2% on average p.a. and 2.6mn Spaniards were brought back to work.