Whoever wins the US elections in November will have to contend with a changing economy. In this episode, we speak to Senior Economist Maxime Darmet and Lead Investment Strategist Jordi Basco Carrera about what a potential second Trump presidency could mean for growth, inflation, and capital markets, as well as trade, fiscal and industrial policies. Read the full report "Trumponomics - the sequel"
Tomorrow – A podcast by Allianz Research
Whoever wins the US elections in November will have to contend with a changing economy. In this episode, we speak to Senior Economist Maxime Darmet and Lead Investment Strategist Jordi Basco Carrera about what a potential second Trump presidency could mean for growth, inflation, and capital markets, as well as trade, fiscal and industrial policies. Read the full report "Trumponomics - the sequel"
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After the high-speed and broad-based rebound in 2023, what's the outlook for business insolvencies in 2024?
In this episode, we find out from Ano Kuhanathan, Head of Corporate Research, and Maxime Lemerle, Lead Analyst for Insolvency Research. Read the full report "Global Insolvency Outlook: Reality check":
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As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond?
In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become China's new drivers of growth. Read the full report "China: keeping the Dragon awake"
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In the 25 years since the foundation of the Euro, the economic gap between the US and Eurozone has almost tripled. What explains this widening gap and how can Europe regain its competitive edge? We find out in this episode with Senior Economists Bjorn Griesbach and Jasmin Groeschl from Allianz Research.
Read the full report "Europe needs to step up its game: Lessons from the American playbook"
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The trade-offs between affordability and insurability are becoming more difficult to solve? But are we heading towards an uninsurable future? In this episode, we find out from Arne Holzhausen, Jasmin Groeschl and Markus Zimmer from Allianz Research.
Read the full report "Climate change trade-offs: what does it take to keep our world insurable?"
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The global construction sector is feeling the pressure from high interest rates. In this episode with Ano Kuhanathan, Head of Corporate Research, we learn about the outlook ahead. Read the full report: Global construction outlook: Liquidity cracks.
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