Allianz Research

Allianz Global Wealth Report 2023:
The next chapter

2022 was a turning point, both politically and economically. Whether it also marked a turning point for financial assets will certainly only become clear in retrospect. 
What to watch I May 16, 2024

US-China tariffs dilemma for Europe, one culprit for sticky US inflation and Central European central banks take a break

Allianz Trade Survey 2024

After the trade recession, exporters are more optimistic in 2024 but also more concerned with (and also more used to?) geopolitical risks shortages of inputs and labor and financing and non-payment risks.

What to watch I May 03, 2024

Higher rates by a fiscal thread, good Eurozone news before the Eurovision, and delayed normalization for cross-asset correlations