USA-China Tensions Transform Global Market

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

Tag: Allianz

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. ...

Poland’s Country Risk Assessment Remains Stable

Country Risk Atlas: In 2023, 21 economies raised their risk rating, while only 4 were downgraded; for Poland, it remained unchanged (economic risk assessment...

Eurozone on the right track for a soft landing

While private consumption and investment remain weak in the eurozone, the labor market is exceptionally strong, with real incomes growing. This bodes well for...

China’s Economic Rebound Falters, Highlighting Weaknesses and Future Challenges

As predicted by Allianz Trade, China's GDP growth in 2023 reached +5.2%, surpassing the (easy) official target, but also reflecting weaknesses, including persistently low...

ECB Balances Risks of Inflation and Recession, Delays Rate Cuts

Allianz Trade predicts that the ECB will once again keep interest rates unchanged at its next meeting on 25 January and will refrain from...

Red Sea Crisis: Shipping Disruptions and Potential Economic Impact

Crisis in the Red Sea: Not Yet a Red Flag for the Global Economy Houthi attacks in the Red Sea disrupted a vital trade...

10 Key Topics We Should Keep Our Eyes (and Ears) Open for in 2024

Backtrack - Allianz Trade expectations hold up: In the fourth quarter, the momentum of growth weakened, but remained resistant, disinflation continued, and interest...

Europe’s Dependency on Critical Raw Materials Raises Concerns

The energy transition will not be possible without critical raw materials. Cobalt, lithium, nickel and other metals are vital for changing the way we...

Young Poles: More Conservative, Yet Most Trusting of Democratic Institutions

Young Poles, both women and men, tend to be more conservative than their counterparts from other European countries, but at the same time, they...
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