Economic Insights & B2B Trade Risk Management

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Economist Insights

Read the latest blog posts from Françoise Huang, Senior Economist for Asia Pacific and Global Trade

Interviews

Read about interviews and economic insights from some of our Allianz Trade experts.

Risk Management

Learn how to manage risk and protect your business.

Trade war fallout: Who bears the risk of US tariffs, and why is Europe exposed

The trade war initiated by the Trump administration's sweeping import duties (an effective rate of 11% by August 2025 ) has reshaped global trade flows without yet triggering the mass insolvency wave many feared in the US. However, the reprieve is temporary, and the risk has simply been delayed, not dodged. This deep dive explores the mechanism that shielded the US and reveals the significant financial burden now shifting to export-driven economies, particularly in Europe.

Economic outlook 2026-27: Stretching the limits

Global GDP growth remains strong... for now. It is expected to reach +2.9% in 2026 and +2.8% in 2027, following a robust +3% in 2025.

Global Insolvency Outlook 2026-27

Allianz Research forecasts global business insolvencies to rise +6% in 2025, and +5% in 2026, reaching record highs. Explore the global insolvency outlook for 2026-27, including the risks from low growth, persistent financing cost and sector fragilities.

138 releases in total

Economic & Trade Risk Insights