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Feb 02, 2022

European Central Bank: Last dove standing?

Despite large inflation upside surprises since the last policy meeting, with the January HICP release registering the largest upside surprise ever, we think the ECB will maintain its monetary policy stance—for now. Supply-side effects, especially energy prices, are still the key inflation drivers while second-round effects—inflation expectations and wage growth—remain moderate.

Jan 28, 2022

Allianz Pension Report: Latam special 2022

The results of our Allianz Pension Indicator, which assesses how prepared global pension systems are for demographic change, show that despite some recent reforms, the sustainability and adequacy of Latin America’s pension systems have hardly changed within the last two years. 

Jan 25, 2022

US Fed: A fata morgana hiking cycle?

While the rate lift-off might already start in March, signals are piling up that the Fed might break its hiking cycle after 2-3 hikes, much earlier than markets currently expect.

Jan 20, 2022

Mental health: Raising awareness and calling to action

The Covid-19 pandemic brought a hidden endemic condition into the light: The share of people who report mental health problems has increased markedly, with the prevalence more than doubling in many countries.

Jan 18, 2022

Will inflation spark a wage-price spiral in 2022?

Record-high inflation in advanced economies is turning up the heat on central banks. With average wages set to rise significantly in 2022, they face a difficult choice: overlooking the overshoot to protect the post-Covid recovery or tightening quickly to stave off a potential wage-price spiral that would add fuel to the fire.

Jan 13, 2022

Economic Outlook: Don’t Look Up!

Global growth should remain robust but uneven, with rising divergence between advanced and emerging market economies. However, just like in the eponymous movie, whose title we borrowed for this report, current growth dynamics might keep us from looking up during the current phase of the recovery. 

Dec 16, 2021

Public infrastructure investment: Enough bang for the buck?

After a decade of declining capital spending, public infrastructure investment is surging in the US and Europe. Scaling up spending on infrastructure has become an essential element of the fiscal stimulus to boost economies after Covid-19.

Dec 15, 2021

Social Risk Index: Leave the door open for development

Even before Covid-19 upended our lifestyles, social and political risk were already on the rise in a number of countries and regions, largely due to the mismanagement of social protection. How has Covid-19 changed social risk? 

Dec 09, 2021

Global trade report – Battling out of supply-chain disruptions

Global supply-chain disruptions will remain high until H2 2022, on the back of renewed Covid-19 outbreaks globally, China’s continued zero-Covid policy and demand and logistic volatility during Chinese New Year. 

Dec 08, 2021

Jostle the colossal fossil: A path to the energy sector transition

The EU faces an implementation gap of six years in cutting greenhouse gas emissions from the energy sector by 2030. Decarbonizing the energy sector is crucial to achieve the net-zero target as nearly three-quarters of the EU’s total greenhouse gas emissions originate from the production and use of energy, notably from fossil fuels such as coal, oil and gas.

652 releases in total