USA-China Tensions Transform Global Market

After the U.S. elections, relations between the...

Tag: Allianz Trade

Retailers Struggle with Profitability Amid Cost Pressures, Inventory Surpluses, and Shifting Consumer Behavior

Retail sales remain high in the United States and are recovering in Europe, but uncertainty may derail the ongoing recovery. In Europe, retail sales...

USA-China Tensions Transform Global Market

After the U.S. elections, relations between the USA and China will remain tense and continue to impact global trade. A new phase of the...

End of slowdown in the durable goods market, but everything suggests that not in Poland

The roller coaster of durable goods is coming to an end - housing equipment purchased at the beginning of the pandemic will sooner or...

Allianz Trade raises ratings of 14 countries

Normalization complete - according to the Allianz Trade analysis, after five years, the global risk landscape of individual countries finally shows signs of improvement...

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...
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