In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out!
You can read the full report on our website: Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
This content was generated by AI with the oversight of Allianz Research.
Tomorrow, a podcast from Allianz Research
New episode: Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Latest episodes
April 23rd
April 10th
April 03rd
March 13th
March 05th
Feb 27th
Dec 19th
Dec 4th
Nov 21st
Nov 06th
Oct 24th
Oct 10th
Sept 26th
Our latest economic articles
-
09 July
Europe under water: The macroeconomic cost of flooding and the economic case for adaptation
Flood losses are rising rapidly as economic activity continues to concentrate in high-risk areas.
-
08 July
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Yellow card only: As the Middle East conflict de-escalates, we expect only a temporary slowdown in global growth in 2026 to +2.5%, followed by a rebound to +2.9% in 2027, broadly in line with our previous baseline outlook.
-
02 July
Credit risk relocated, not removed: Newton’s cradle transmitting risk across BBB, HY, and private credit
US credit looks calm on the surface – spreads tight, headline growth cheerful – but the risk has simply migrated.