Economic Insights

Oct 09, 2026

Toasted, not burnt: France’s bond sell-off and the road to the 2027 election

France is the hardest hit in the global bond sell-off, mostly due to its own fiscal and political weakness.

Oct 08, 2026

From legacy capital to smart bets : Europe's path to a competitive auto industry

The auto market is reshaping under constraints.

Sep 29, 2026

Allianz Global Wealth Report 2026: A double-edged code

Global wealth: a record on paper, less so in real terms

Sep 28, 2026

Economic outlook 2026-28: It got worse before it may get better

Summer brought little of the calm markets had priced in before it began.

Sep 24, 2026

Allianz Climate Economics Report 2026: A year of escalating costs

Europe’s 2026 heatwaves carry an estimated annual output cost of EUR113bn (USD128bn) across 30 countries, a substantial economic burden from one hazard alone.

Sep 17, 2026

How the AI supercycle is reshaping global interest rates

The AI supercycle will pull long-term yields down in both the US and Europe, but for very different reasons and by very different paths.

Sep 16, 2026

Chokepoints and pressure points : what is breaking and reshaping global energy markets

The ongoing oil-price shock shouldn’t prove structural, with flows likely to normalize in 2027

Sep 10, 2026

The (A)Iceberg Beneath: Recognized Calm, Rising Spreads Below the Waterline

Equity captures the upside of the AI build-out, while credit absorbs the loss if it fails.

Sep 07, 2026

Sector Atlas 2026 The three-speed economy: How corporates navigate AI, geopolitics and fragmentation

A challenging but still holding macroeconomic backdrop