Economic Insights

Jun 26, 2025

What to Watch 26 June 2025

A fragile ceasefire in the Middle East, paying for Europe’s defense push and quarterly country and sector risk update

Jun 25, 2025

Allianz Pulse 2025: Confused and disappointed – but less pessimistic

For the seventh year in a row, we surveyed 6,000 people in some of Europe’s largest economies (Germany, France, Italy, Spain, Poland, and Austria) to take the pulse on future prospects, policymaking and the rise of AI

Jun 20, 2025

What to Watch 20 June 2025

Middle East conflict rattles markets, the fog of (trade) war and diverging rates paths across emerging markets

Jun 18, 2025

Cash back to shareholders or cash stuck to finance customers? American and European firms deal with trade war differently

Because of high economic volatility and uncertainty, Working Capital Requirements (WCR) increased by 2 days globally in 2024.

Jun 12, 2025

What to Watch 12 June 2025

Fed meeting preview, how trade tensions challenge firms’ climate ambitions, AI adaption and Europe’s labor markets

Jun 11, 2025

No country for old robots: how can Europe leap over the robotics tech frontier?

Europe has been a strong force in robotics but it is starting to fall behind China and the US

Jun 05, 2025

What to Watch 05 June 2025

The fiscal costs of One Big Beautiful Bill, metal prices slump and unlocking geothermal energy

Jun 02, 2025

Captain Europe: Five ways to forge the region’s defense shield

Europe is on a path to a long-overdue reconstruction of its defense industrial base

May 28, 2025

What to Watch 28 May 2025

High stakes transatlantic (trade) poker, ECB back to neutral and the return of term premia