Economic Insights

Feb 09, 2022

China: putting the tiger on a stronger footing in 2022

The flailing domestic legs should be supported by further policy rate cuts, public investment in infrastructure and temporarily laxer regulation.

5G smartphones in Europe and North America

Feb 03, 2022

Can 5G reignite the smartphone industry?

By 2025, longer replacement cycles in North America and Europe could result in a -11% decline in local shipments, wiping out USD16bn of sales yearly.

Feb 02, 2022

European Central Bank: Last dove standing?

Despite large inflation upside surprises since the last policy meeting, we think the ECB will maintain its monetary policy stance—for now.

Jan 28, 2022

Allianz Pension Report LatAm special 2022

The Covid-19 crisis will cast a long shadow over Latin America in the decades to come as demographic change is here to stay.

Jan 25, 2022

US Fed: A fata morgana hiking cycle?

The main market risk might not come from the Fed falling behind the curve, but from investors being positioned too far ahead of the curve.

Jan 20, 2022

Mental health: Raising awareness and calling to action

As a mental health crisis of even bigger dimension looms, a concerted two-pronged public-private approach is needed to alleviate the social and economic impact.

Jan 18, 2022

Frying pan to fire: Will inflation spark a wage-price spiral in 2022?

Labor market developments play a key role in maintaining or amplifying the inflationary momentum.

Jan 13, 2022

Economic outlook: Don’t look up

Global growth should remain robust but uneven, with rising divergence between advanced and emerging market economies.

Infrastructure spending in Europe and the US

Dec 16, 2021

Public infrastructure investment: enough bang for the buck?

The recent scaling up public infrastructure investment has become an essential element of the fiscal stimulus during the recovery phase of the pandemic and promises to reverse the secular decline of capital spending.