Economic Insights

Jun 15, 2022

A trade recession before a mild Chinese reopening?

Prepare for a contraction in global trade in Q2 2022, But China’s mild reopening will help the trade recovery.

Jun 14, 2022

Eleven countries at high risk of a food crisis

We identify 11 larger emerging markets that face a high risk of food-related protests in the next few years: Algeria, Bosnia and Herzegovina, Egypt, Jordan, Lebanon, Nigeria, Pakistan, the Philippines, Sri Lanka, Tunisia and Turkey.

Jun 10, 2022

Can the European consumer hold on?

Consumers were meant to drive the post Covid-19 recovery in 2022, but elevated geopolitical uncertainty and sky-high inflation have derailed those expectations.

Jun 08, 2022

ECB: Hike while you can!

The ECB will sound the starting gun for its first rate-hiking cycle since the Global Financial Crisis.

Jun 02, 2022

The great green renovation: the buildings sector transition pathway

Buildings account for 40% of the EU's total energy consumption and 36% of energy-related greenhouse gas emissions.

The weaponization of finance against Russia

May 30, 2022

Rallying ruble and the weaponization of finance

Russia has managed to avert a FX crisis despite heavy sanctions, but could the appreciation of the ruble backfire?

May 24, 2022

Allianz Global Insurance Report 2022: A decisive decade

The Ukraine war will have far-reaching consequences for the global risk landscape.

May 23, 2022

European food inflation: and the loser is the consumer

Food retail prices are far from reflecting the surge in food commodity prices observed over the past 18 months.

Allianz Trade Global Insolvency Report 2022

May 18, 2022

Global Insolvency Report: Growing risks and uneven state support

The war in Ukraine and new lockdowns in China have significantly deteriorated the balance of risks for companies.