Economic Insights

Apr 21, 2022

Allianz Trade Global Survey 2022

How is the current international environment affecting exporters and their willingness to trade? In our Allianz Trade Global Survey 2022, we decided to check the pulse of companies in the United States, China, the United Kingdom, France, Italy and Germany.

Apr 21, 2022

Corporate credit: straddle or struggle?

Current market positioning does not suggest a broad-based credit risk deterioration over the near term, with investors anticipating a pseudo-straddle payout distribution from holding corporate credit risk.

Apr 20, 2022

The cost of the zero-Covid policy for China and the world

China is facing the worst outbreaks of Covid-19 since the first quarter of 2020 and policy support will not be enough to cushion the blow to domestic demand.

Apr 13, 2022

200bps more - Will the Fed hike the economy into recession?

There are signs that a rapid hiking cycle could narrow the window for a “soft landing”.

Apr 08, 2022

Emerging market sovereigns: turbulent times ahead?

Financial tightening in advanced economies and slowing trade growth have created less favorable conditions for emerging market sovereigns, which have been amplified by the effects of the war in Ukraine on commodity prices.