Economic Insights

Oct 11, 2021

Energy prices in Europe: (a costly) winter is coming

Pent-up demand, tight supply, green policy and bad timing are the recipe for skyrocketing energy prices, which could take three to six months to cool down.

Oct 07, 2021

Allianz Global Wealth Report 2021

Global financial assets increased by +9.7% in 2020, reaching the magic EUR200trn mark for the first time.

Euler Hermes Global Insolvency Report 2021

Oct 06, 2021

Insolvencies: We’ll be back

The withdrawal of support measures for companies sets the stage for a gradual normalization of business insolvencies.

Oct 01, 2021

Money supply, saving & hoarding: What you see is not what you get

There's a difference between saving and hoarding.

Sep 28, 2021

Eurozone: reflation is not stagflation

We continue to believe that the current cyclical price pressures are unlikely to morph into a long-lasting inflation trend.

Sep 23, 2021

How to future-proof the German Wirtschaftswunder

Germany is wading into uncharted political territory, but no major policy overhaul is on the cards following the elections.

Sep 22, 2021

Climate policy: Time for a “blood, toil, tears and sweat” speech

Climate change is the dominant challenge of the 21st century but combating it will require more than just huge investments: far-reaching individual behavioral changes are also essential.

Sep 17, 2021

Global economy: A cautious back-to-school

Global growth remains strong but increasingly uneven amid evolving virus dynamics and the gradual removal of policy support.

Sep 15, 2021

European food retailers: The bitter digital aftertaste of the Covid-19 legacy

The Covid-19 crisis has fast-forwarded Europe’s e-commerce transition, especially in food retail. But we estimate that every percentage of grocery sales moving online threatens EUR13.6bn in sales and up to EUR1.9bn in profits.