Economic Insights

Jul 11, 2025

What to Watch 11 July 2025

Trade deals or tariff letters, the relentless dollar, and what the One Big Beautiful Bill means for households, markets and sectors

Jul 08, 2025

The market alone won’t fix it: the dilemma of climate-neutral real estate

The residential real estate sector is a major yet often underestimated contributor to greenhouse gas emissions in Europe.

Jul 03, 2025

Mid-year economic outlook 2025-26: Summertime sadness

“Under Pressure”: Global growth will remain under pressure at +2.5% in 2025, the slowest since 2008 outside of recession periods.

Jul 01, 2025

What to Watch 01 July 2025

Global boiling – Heatwave may cost -0.5pp of GDP in Europe

Jun 26, 2025

What to Watch 26 June 2025

A fragile ceasefire in the Middle East, paying for Europe’s defense push and quarterly country and sector risk update

Jun 25, 2025

Allianz Pulse 2025: Confused and disappointed – but less pessimistic

For the seventh year in a row, we surveyed 6,000 people in some of Europe’s largest economies (Germany, France, Italy, Spain, Poland, and Austria) to take the pulse on future prospects, policymaking and the rise of AI

Jun 20, 2025

What to Watch 20 June 2025

Middle East conflict rattles markets, the fog of (trade) war and diverging rates paths across emerging markets

Jun 18, 2025

Cash back to shareholders or cash stuck to finance customers? American and European firms deal with trade war differently

Because of high economic volatility and uncertainty, Working Capital Requirements (WCR) increased by 2 days globally in 2024.

Jun 12, 2025

What to Watch 12 June 2025

Fed meeting preview, how trade tensions challenge firms’ climate ambitions, AI adaption and Europe’s labor markets