Economic Insights

Apr 21, 2023

Still working from home? US banks are getting worried

While the turbulence in the US banking sector seems contained for now, banks with widening asset-liabilities mismatches remain under pressure, especially those with large exposure to illiquid assets such as commercial real estate.

Apr 18, 2023

Allianz Pension Report 2023: Reforming against the demographic clock

The Allianz Pension Index comprehensively assesses the sustainability and adequacy of pension systems around the world.

Apr 14, 2023

European food inflation – hungry for profits?

Cooling commodity prices have not reduced food inflation in Europe.

Apr 11, 2023

No rest for the leveraged

Our Global Insolvency Index is set to jump by +21% in 2023 and +4% in 2024.

Apr 06, 2023

US: Credit crunch in the making?

The Fed’s restrictive monetary policy will probably reach its peak impact around end 2023/early 2024, knocking US GDP by at least -2pps.

Apr 05, 2023

The green industrial revolution

To decarbonize its industrial sector, the EU28 countries need to invest EUR3bn per year between 2020 and 2030, and EUR9bn annually from 2030 to 2050.

Mar 29, 2023

Everything everywhere all at once

Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year.

Mar 24, 2023

Swiss shotgun wedding – What’s next?

What to watch: US Fed's interest rate path, France's political & social crisis, EU electricity markets

Mar 23, 2023

Centrifugal emerging markets

While the global financial system remains dominated by advanced economies (and anchored to the US monetary regime), it will be increasingly shaped by faster-growing emerging market economies.