Tomorrow – A podcast by Allianz Research

In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out!

You can read the full report on our website: Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%

This content was generated by AI with the oversight of Allianz Research. 

The number of the week is $1.4 billion — that's how much extra US residential households are paying on their electricity bills per year as a direct result of data-center demand.  Against this backdrop, preparing energy infrastructure for AI and addressing community concerns is as urgent as building the AI infrastructure itself. 

Find out more about the energy costs of the US AI boom in this week's episode of the Tomorrow podcast.

Read the full report: [ Thinking fast, building slow: The energy cost of the US AI boom]

This content was generated by AI with the oversight of Allianz Research.

The direct toll of the Middle East crisis is an additional 7000 insolvencies in 2026, according to our latest Global Insolvency Report. This week our AI Assistants Aria and Bob explain which regions are particularly at risk, and what could go wrong.

Read the full report: [ Global Insolvency Outlook: Brace for Middle East spillovers]

This content was generated by AI with the oversight of Allianz Research.

We just published the fifth edition of our Allianz Trade Global Survey, where we asked 6,000 companies in 13 countries, including the US, France, Germany, China, India and Vietnam, about their outlook for the year ahead. And because we spoke to them in February and March, we were able to see just how their perspectives shifted after the conflict escalated in the Middle East, which has added another layer of disruption to an already fragile global economy. Find out what they told us, with our AI Assistants Aria and Bob. 

This content was generated by AI with the oversight of Allianz Research.

25% of the world’s hydrocarbon flows pass through one narrow waterway—the Strait of Hormuz. That’s a quarter of global energy supply relying on a single chokepoint. Today, we’re diving into how the ongoing conflict in the Middle East is shaking up the global economy, and why this tiny strait is at the center of it all. Tune in to the latest episode with Allianz Research's AI Assistants Aria and Bob. 

Read the full report: [Economic outlook 2026-27: The Fog of War]

This content was generated by AI with the oversight of Allianz Research.

Are some countries caught in a middle-resilience trap?

The Allianz Social Resilience Index 2025 records a third consecutive – albeit modest – improvement across 171 economies. The global average score rose from 47.4 out of 100 in 2024 to 47.9, driven by lower imported inflation pressures and greater currency stability in Emerging Asia and several advanced economies, as well as firmer governance. But the conflict in the Middle East and the resulting energy inflation will test the strength of social fabrics, particularly in countries such as Vietnam, Thailand, Morocco, Tunisia and Malaysia. 

Tune in to the latest episode with Allianz Research's AI Assistants Aria and Bob, and check out the full report here.

The projected lifetime income gap for women born in 2025 is 16% — the same as it was for women born in 2000. After decades of progress, we’ve hit a plateau. And that's a wake-up call. Even though we’ve made strides in narrowing the gender pay gap and increasing women’s participation in the workforce, there structural barriers that just won’t budge. For International Women's Day 2026, we look at how to close the gender income gap, from paychecks to pensions, with AI Assistants Aria and Arlo. 

Read the full report here

US equities have consistently outperformed global peers – that’s why they’re at the core of investment portfolios worldwide. But past performance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account. In this episode, we look at how to invest in a fragmenting world, with AI Assistants Aria and Arda. 

Read the full report here.

Global economic growth will be stretching the limits, according to our latest outlook for 2026 and 2027. Our economists have revised it up to now reach 2.9% in 2026 following a robust 3% in 2025, with the US and China accounting for over two-thirds of the upward revision. In the last episode of the year, our AI Assistant Aria explains what lies ahead, and what could go wrong.

Read the full report here.

Aviation is one of the hardest sectors to decarbonize: Between 1970 and 2023, total carbon dioxide emissions from aviation increased by around 164%, reaching nearly 1 gigatonne, equivalent to about 2.5% of all human-made carbon dioxide emissions. Mitigating these emissions will require a mix of measures, covering technology, fuels, operations and policy, as our AI Assistant Aria explains in this episode.

Read the full report here

Since early 2025, the Trump administration’s sweeping import duties have reshaped global trade flows. But they haven’t triggered a surge in US insolvencies - for now. In this episode, we look at the outlook for business insolvencies in the US and around the world, and the looming risks, from the AI boom and slow growth to financial conditions and fiscal discipline. 

Read the full report here.