Economic insights

Inflation and inequality in Latin America

Jul 01, 2021

This is (Latin) America: The unequal cost of living

It is too soon to tell the long-term effects of the Covid-19 crisis on inequality in Latin America, but income and labor markets already seem to be Patient Zero.

Jun 30, 2021

China's corporate credit: Triaging in progress

With investors increasingly looking for yield-enhancing opportunities, China has emerged as a big capital hook, given its resilient economy, stable currency and relatively liquid fixed income market.

Jun 24, 2021

Emerging Markets debt relief: Kicking the can down the road

The Covid-19 pandemic and related global economic crisis have triggered an unprecedented shift in public debt sustainability in the developing world.

Jun 23, 2021

Allianz Pulse 2021: Old beliefs die hard

In the third edition of the Allianz Pulse, we at surveyed 1,000 people each in Germany, France and Italy about their views on political and economic issues, as well as their expectations for the future.

Jun 17, 2021

Boom or bust? The Covid-19 crisis emphasizes wider fertility challenges

The decision to postpone pregnancy or have fewer children could have lasting effects on demographic change, contributing further to the aging of societies.

Jun 15, 2021

US yields: Where the music plays

While in the real economy the "Grand Reopening" party has just started, bond markets are seemingly positioned for a prolonged stagflationary scenario.

Jun 11, 2021

G7 corporate tax deal: Who is winning, who is losing?

The ensuing competitiveness shock will benefit the economies of Poland, Spain, China, the Netherlands, the US and the UK at the expense of Emerging Markets.