Allianz Economic Research
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Latest Updates
Publications
What to watch: October 09, 2025
Oct 09, 2025
Big beautiful data centers: How AI and infrastructure are giving a second wind to an ailing construction sector
Oct 07, 2025
Powering ahead: Global Wealth Report 2025
Sep 25, 2025
What to watch: September 18, 2025
Sep 18, 2025
Agentic AI: The self-driving economy?
Sep 16, 2025
What to watch: September 11, 2025
Sep 11, 2025
The fertility rate paradox: Education is key
Sep 10, 2025
What to watch: September 05, 2025
Sep 05, 2025
What to watch: July 11, 2025
Jul 11, 2025
What to watch: July 01, 2025
Jul 01, 2025
What to watch: June 26, 2025
Jun 26, 2025
What to watch: June 20, 2025
Jun 20, 2025
What to watch: June 12, 2025
Jun 12, 2025
What to watch: June 05, 2025
Jun 05, 2025
What to watch: May 28, 2025
May 28, 2025
What to watch: May 22, 2025
May 22, 2025
Allianz Trade Global Survey 2025: Trade war, trade deals and their impacts on companies
May 20, 2025
What to watch: May 15, 2025
May 15, 2025
What to watch: May 09, 2025
May 09, 2025
What to watch: May 02, 2025
May 02, 2025
Eight lessons learned from 20 years of ESG investing
Apr 29, 2025
What to watch: April 25, 2025
Apr 25, 2025
What to watch: April 17, 2025
Apr 17, 2025
Rethinking climate adaptation for global resilience
Apr 15, 2025
What to watch: April 11, 2025
Apr 11, 2025
What to watch: April 04, 2025
Apr 04, 2025
What to watch: March 28, 2025
Mar 28, 2025
What to watch: March 20, 2025
Mar 20, 2025
What to watch: March 14, 2025
Mar 14, 2025
What to watch: March 07, 2025
Mar 07, 2025
What to watch: February 27, 2025
Feb 27, 2025
Climate risk and corporate valuations
Feb 25, 2025
What to watch: February 20, 2025
Feb 20, 2025
What to watch: February 14, 2025
Feb 14, 2025
What to watch: February 06, 2025
Feb 06, 2025
Allianz Country Risk Atlas 2025: Repeat and rewind?
Feb 03, 2025
Allianz Country Risk Atlas 2025: Repeat, rewind?
Feb 03, 2025
Allianz Country Risk Atlas 2025: Erase and rewind?
Feb 03, 2025
What to watch: January 31, 2025
Jan 31, 2025
What to watch: January 23, 2025
Jan 23, 2025
What to watch: January 16, 2025
Jan 16, 2025
What to watch: January 10, 2025
Jan 10, 2025
What to watch: January 10, 2025
Jan 10, 2025
Germany - quo vadis?
Jan 09, 2025
Economic outlook 2025-26: Defying gravity?
Dec 19, 2024
What to watch: December 12, 2024
Dec 12, 2024
What to watch: December 06, 2024
Dec 06, 2024
What to watch: November 28, 2024
Nov 28, 2024
From Cyber Monday to Black Friday: how the retail sector is navigating year-round challenges
Nov 27, 2024
What to watch: November 21, 2024
Nov 21, 2024
What to watch: November 15, 2024
Nov 15, 2024
The geoeconomic playbook of global trade
Nov 14, 2024
What to watch: November 07, 2024
Nov 07, 2024
What to watch: October 31, 2024
Oct 31, 2024
What to watch: October 24, 2024
Oct 24, 2024
What to watch: October 18, 2024
Oct 18, 2024
What to watch: October 11, 2024
Oct 11, 2024
The global economic ripple effect of cyclones
Oct 09, 2024
What to watch: September 27, 2024
Sep 27, 2024
Global Wealth Report 2024: Surprising relief
Sep 24, 2024
Industrial policy: old dog, new tricks?
Jun 19, 2024
What to watch: June 14, 2024
Jun 14, 2024
Climate change and the double impact of aging
Jun 13, 2024
What to watch: June 06, 2024
Jun 06, 2024
What to expect from the European elections
Jun 04, 2024
What to watch: May 31, 2024
May 31, 2024
What to watch: May 24, 2024
May 24, 2024
Allianz Global Insurance Report 2024
May 23, 2024
What to watch: May 16, 2024
May 16, 2024
Allianz Trade Global Survey 2024: Mithridatism
May 14, 2024
What to watch: May 03, 2024
May 03, 2024
Ashes to ashes, carbon to soil
Apr 30, 2024
What to watch: April 26, 2024
Apr 26, 2024
What to watch: April 18, 2024
Apr 18, 2024
Latin America: Shall we dance?
Apr 17, 2024
The best is yet to come
Apr 11, 2024
What to watch: April 11, 2024
Apr 11, 2024
What to watch: April 05, 2024
Apr 05, 2024
The cost of pay me later
Apr 04, 2024
Economic Outlook: It's a wrap!
Mar 26, 2024
What to watch: March 22, 2024
Mar 22, 2024
Global Auto Outlook
Mar 21, 2024
What to watch: March 14, 2024
Mar 14, 2024
Trumponomics: the sequel
Mar 13, 2024
What to watch: March 07, 2024
Mar 07, 2024
What to watch: February 29, 2024
Feb 29, 2024
Global insolvency outlook: Reality check
Feb 28, 2024
What to watch: February 22, 2024
Feb 22, 2024
What to watch: February 16, 2024
Feb 16, 2024
European labor markets: Migration matters
Feb 14, 2024
What to watch: February 08, 2024
Feb 08, 2024
China: keeping the Dragon awake
Feb 07, 2024
What to watch: February 02, 2024
Feb 02, 2024
What to watch: January 26, 2024
Jan 26, 2024
What to watch: January 26, 2024
Jan 26, 2024
What to watch: January 19, 2024
Jan 19, 2024
What to watch: January 19, 2024
Jan 19, 2024
What to watch: January 12, 2024
Jan 12, 2024
What to watch: December 08, 2023
Dec 08, 2023
What to watch: November 30, 2023
Nov 30, 2023
What to watch: November 24, 2023
Nov 24, 2023
What to watch: November 17, 2023
Nov 17, 2023
Global construction outlook: Liquidity cracks
Nov 16, 2023
What to watch: November 10, 2023
Nov 10, 2023
India: A rising star
Nov 09, 2023
What to watch: November 03th, 2023
Nov 03, 2023
What to watch
Nov 03, 2023
What to watch: November 03, 2023
Nov 03, 2023
Greening global trade, one container at a time
Oct 31, 2023
What to watch: October 27th, 2023
Oct 27, 2023
What to watch
Oct 27, 2023
What to watch: October 27, 2023
Oct 27, 2023
A bolt from the blue? Amplified social risk ahead
Oct 26, 2023
What to watch
Oct 19, 2023
What to watch: October 19, 2023
Oct 19, 2023
What to watch: October 19th, 2023
Oct 19, 2023
Global Insolvency Outlook 2023-25
Oct 18, 2023
What to watch
Oct 13, 2023
Global Economic Outlook 2023-25: The last hike?
Oct 04, 2023
Global Wealth Report: The next chapter
Sep 26, 2023
All eyes on fiscal in the Eurozone
Sep 21, 2023
Germany needs more than a plan
Sep 14, 2023
Germany needs more than a plan
Sep 14, 2023
Germany needs more than a plan
Sep 14, 2023
Assessing non-payment risk across global sectors
Sep 12, 2023
A slow landing for China
Sep 07, 2023
A slow landing for China
Sep 07, 2023
Is diversification dead?
Sep 05, 2023
Global boiling: Heatwave may have cost 0.6pp of GDP
Aug 04, 2023
US & Eurozone growth defying gravity
Jul 28, 2023
A new Eurozone doom loop?
Jul 13, 2023
De-dollarization? No so fast...
Jun 29, 2023
Climbing the wall of worries
Jun 20, 2023
Automotive industry unplugged?
Jun 16, 2023
The right to work versus the right to retire
Jun 07, 2023
Sector vulnerability to rising financing costs
Jun 02, 2023
Allianz Trade Global Survey 2023: Testing resilience
Jun 01, 2023
Earnings recession to catch up with corporates
May 25, 2023
European housing - home, (un)sweet home?
May 05, 2023
Unpacking returns on equity
Apr 26, 2023
Commercial real estate concerns for US banks
Apr 21, 2023
European food inflation - hungry for profits?
Apr 14, 2023
Insolvency report: No rest for the leveraged
Apr 11, 2023
US: Credit crunch in the making?
Apr 06, 2023
The green industrial revolution - Investment pathways to decarbonize the industrial sector in Europe
Apr 05, 2023
Everything everywhere all at once
Mar 29, 2023
Swiss shotgun wedding - What's next?
Mar 24, 2023
Centrifugal emerging markets
Mar 23, 2023
US bank failures-What's next?
Mar 16, 2023
Inside corporate earnings
Mar 10, 2023
Easy come, easy go
Mar 08, 2023
#IWD: Employ and pay them more!
Mar 03, 2023
The new risk frontier in finance: biodiversity loss
Feb 28, 2023
Russia's war economy
Feb 23, 2023
The "five Ds" of structurally higher inflation
Feb 21, 2023
The silver lining for global trade
Feb 17, 2023
The silver lining for global trade
Feb 17, 2023
Rates, not roses
Feb 14, 2023
A Faustian bargain: Europe's answers to the US IRA
Feb 07, 2023
Falling off a savings cliff?
Feb 02, 2023
Consumption: What's (wealth) got to do with it?
Jan 27, 2023
Allianz Risk Barometer 2023: Cyber and business interruption top threats as economic and energy risks rise
Jan 17, 2023
Pension reform in France: Bonjour tristesse
Jan 13, 2023
Wealth without pensions in Asia
Jan 10, 2023
Economic Outlook 23-24: Keep calm and carry on
Dec 15, 2022
The economics of war, (and its aftermath)
Dec 09, 2022