Tag: Allianz

The End of the “Just-in-Time” Era: Companies Build Up Inventories to Prepare for Crises

Companies are increasingly prioritising business continuity over the relentless optimisation — meaning reduction — of inventories of materials and production components. An Allianz Trade...

Why Last-Minute Flight Deals May Disappear This Summer

Shorter trips, destinations closer to home and, in Europe, a growing shift towards rail travel may define this year’s holiday season. Local and regional...

FIFA World Cup 2026 Will Be the Largest and Most Capital-Efficient Tournament in Football History

The FIFA World Cup 2026 will be the largest tournament in football history. Over six weeks, the event is expected to attract around 6.5...

Poland’s MPC Expected to Keep Interest Rates Unchanged in May

After a two-day meeting, Poland’s Monetary Policy Council will announce its decision today on the level of interest rates. In March, the Council decided...

Polish Exporters Gain Leverage as Geopolitical Risks Reshape Global Trade and Financing Conditions

A stronger negotiating position is helping Polish companies better navigate rising geopolitical risks. Shorter trade credit terms and more favourable delivery conditions are allowing...

Marek Lenz Joins the Management Board of Credit Agricole

Marek Lenz has joined the management board of Credit Agricole Bank. Previously, he served as the bank’s CIO. In his new role as Vice...

Selective Shock, Structural Risk: Poland at the Core of the Emerging Market Energy Divide

Poland had previously been “lumped together” with other rapidly modernising economies during various crises, even though our economic performance was, at specific moments, usually...

Middle East Conflict and Energy Shock May Force the Fed to Wait Until September

The energy market price shock will delay the Fed’s only expected rate cut in 2026. Rising energy prices are likely to push US...

Poland Is Narrowing the Gender Income Gap, but the AI Divide Could Reverse the Trend

Poland is doing an almost textbook job of integrating women into the labour market, yet it is now facing a digital wall: unless Polish...

War with Iran puts energy, inflation and global markets on edge

The US and Israeli attacks on Iran will affect energy markets, transport costs, inflation risks and financial conditions — but everything depends on...

From IEEPA to Section 122? Washington Searches for a New Legal Path to Tariffs

The U.S. Supreme Court has struck down the administration’s most lucrative tariff instrument—but not the entire new tariff system. A ruling against using the...

As U.S. Treasuries Lose Their Shine, the Euro Gets a Second Chance

Strategic autonomy has become Europe’s guiding star in an increasingly fragmented world, nearly a decade after President Macron’s first Sorbonne speech. But what does...

Allianz Trade Upgrades 36 Country Risk Ratings in 2025, Downgrades Only 14

Despite intense trade tensions and multi-layered risk, Allianz Trade upgraded the country risk ratings of 36 countries, downgrading only 14. According to Allianz Trade,...

Inflation, Debt and Inequality: The U.S. Economy Is Starting to Look K-Shaped

Despite signs of cooling in the services sector, inflation in the United States remains elevated—felt most acutely by low-income households. Since January 2019, prices...
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