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Economic Insights

Jun 03, 2026

Weed out the laggards: Sustainability as a credit filter

Financial fundamentals remain the primary drivers of credit risk.
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Jun 02, 2026

Matryoshka market: Nested convictions in equities

Geopolitical resolution is the master assumption.
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May 28, 2026

Allianz Global Insurance Report 2026: The future of insurance in a fragmenting world

The insurance industry is cooling from exceptional growth, not slowing into weakness.
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May 28, 2026

Too hot to grow The economic costs of extreme heat

Extreme heat is emerging as a structural economic risk, with Europe highly exposed.
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May 20, 2026

AI is rewiring global trade: power, dependencies and value chains are concentrating

AI and trade are no longer separate policy domains.
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May 19, 2026

Transatlantic spread – from monetary signal to fiscal mirror

Is one of the world’s most important pricing signals entering a new era?
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May 12, 2026

Thinking fast, building slow: The energy cost of the US AI boom

Artificial intelligence is about to impose the largest sustained demand shock on US electricity infrastructure in decades.
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May 12, 2026

Behind the gate: The promises and perils of private markets democratization

Private markets are opening up to retail, and the product has to be rebuilt to fit.
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May 06, 2026

US large banks: The peak of the cycle is not the time to be complacent

US large-cap banks posted record Q1 2026 earnings, and both earnings growth and asset quality sits well above trend.
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