Economic Insights

Oct 14, 2026

Allianz Pulse 2026 on AI - The Uneasy AI Revolution: Rapid Adoption, Growing Anxiety and Europe’s Preparedness Gap

The Allianz Pulse Survey takes the temperature of European households each year on the economic, political and societal issues shaping their lives, with the 2026 edition focusing on artificial intelligence.

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.