Tag: Allianz Trade

Controls on German borders and their impact on the economy

Border controls will extend the border-crossing time by an average of 20 minutes, leading to an increase in transport costs. Two-thirds of German imports...

Fed Prepares for First Rate Cut Since 2020

After last week's decision by the European Central Bank (EBC) to lower interest rates in the Eurozone, we expect the Federal Reserve (FED) to...

Polish budget for 2025 increases spending and inflation risk, pushing away interest rate cuts – long-term fiscal risk grows

The European Central Bank (EBC) has lowered interest rates and, according to expectations, the Federal Reserve (FED) will do the same next week. In...

India – The Rising Star of the Global Economy

For a third term under the leadership of Prime Minister Narendra Modi, India continues to both enjoy high economic growth rates (+6.4% in 2024...

US Stocks Soar, Europe Recovers (Unevenly): Polish Companies Lag in Q1 Earnings

American companies represented in the S&P 500 index have reported better-than-expected results; meanwhile, there is also improvement in the European Stoxx 600 index, but...

OPEC+ Meeting Likely to Maintain Status Quo, Oil Prices Expected to Average $84 in 2024

The upcoming OPEC+ meeting on June 1 is unlikely to bring major surprises, as Allianz Trade expects the current supply restrictions to be maintained....

Central Eastern Europe: Inflation is back on the rise

The disinflationary trend in Central Eastern Europe (CEE) has come to an end. Allianz Trade expects inflation to pick up again and exceed...

73% of Polish Companies Confident About Export Prospects for 2024

73% of Polish Companies Confident About Export Prospects for 2024: After the Storm, Comes the Sun? Despite a general confidence, Polish managers are the least...

Geopolitical Instability in the Middle East: Impact on Market Valuations and Investor Behavior

Talion – the punishment must match the severity of the crime committed. The increasing geopolitical instability in the Middle East and expectations of retaliation...

UK trade tricks to curb post-Brexit inflation – UK border controls on food from EU including Poland begin

From April 30, British Border Controls on EU Food Begin – Four Years Post-Brexit, Delayed Five Times. To Counteract Inflation Rise Due to Expected...

There’s no such thing as a free weapon… – how to finance the defense expenditures

How to finance the defense expenditure of EU member states increased to 2% of their GDP? Three options: budget cuts, debt financing, tax increases....

Chocoflation: Chocolate Prices Set to Rise as Cocoa Shortage Continues

For the third consecutive year, cocoa production is less significant than demand - why is it not growing and how will it (and in...

Poland with a record number of insolvencies

In 2023, three-quarters of countries recorded an increase in corporate insolvencies, marking a +7% rise at the global level. The year 2024 may signal...

Europe seems to be lagging behind the United States on many fronts

Over the past 25 years since the introduction of the euro, the economic gap between the United States and the eurozone has nearly tripled. ...
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