Economic Insights

May 11, 2022

Who should be afraid of a stop in Russian energy supply?

An immediate stop to natural gas imports from Russia would likely cause serious energy-supply disruptions for many EU member states.

Electric vehicles sales booming in the US and Eurozone

May 10, 2022

US and European EV outlook: Driving the energy transition

The global electric vehicle market is booming: Sales more than doubled in 2021 and market share reached around 8%.

May 04, 2022

Eurozone inflation: How bad can it get?

Inflation dynamics will hinge on energy and food price developments, which explain around two-thirds of the current surge.

May 02, 2022

Germany’s Easter package: Great green intentions

The starting shot for Germany’s green transformation, the Easter package calls for a near tripling of electricity generation from renewables by 2030.

Apr 28, 2022

France: Turn the music off to hear the bells tolling

After an election campaign dominated by the topics of dwindling purchasing power and surging energy prices, it is now time for an economic reality check in France.

Apr 26, 2022

Forget earnings yield, embrace “expected” capital gains?

The higher the “expected” rate of capital gain, the lower the earnings yield demanded by investors.

Apr 21, 2022

Allianz Trade Global Survey 2022

How is the current international environment affecting exporters and their willingness to trade? In our Allianz Trade Global Survey 2022, we decided to check the pulse of companies in the United States, China, the United Kingdom, France, Italy and Germany.

Apr 21, 2022

Corporate credit: straddle or struggle?

Current market positioning does not suggest a broad-based credit risk deterioration over the near term, with investors anticipating a pseudo-straddle payout distribution from holding corporate credit risk.

Apr 20, 2022

The cost of the zero-Covid policy for China and the world

China is facing the worst outbreaks of Covid-19 since the first quarter of 2020 and policy support will not be enough to cushion the blow to domestic demand.