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Allianz Research Recent Publications 09/12/2022 | The economics of war, (and its aftermath) 08/12/2022 | Eurozone: Old lessons for a new world 01/12/2022 | House of cards? Perspectives on European housing 30/11/2022 | ESG – from confusion to action 24/11/2022 | Europe: How big will the interest rate shock be in 2023? 23/11/2022 | Black Friday for consumers, bleak Friday for retailers? 18/11/2022 | Financial globalization: moving towards a polarized system? 15/11/2022 | Africa’s journey to net zero: USD7trn just for energy 10/11/2022 | Fixed income is back 09/11/2022 | US midterms: Republicans are back, (fiscal) policy impasses too 04/11/2022 | EU fiscal rules – quo vadis? 03/11/2022 | Picking up contagion in equity and commodity markets 28/10/2022 | Brazilian elections: The calm before the storm? 27/10/2022 | Energy crisis, interest rates shock and untampered recession 21/10/2022 | Market Volatility and Corporate Bonds: Collateral Damage 20/10/2022 | Can the booming battery sector help Europe with its energy crisis? 14/10/2022 | ‘Whatever it takes’ reloaded? 12/10/2022 | Allianz Global Wealth Report 2022: The last hurrah 05/10/2022 | Globalization 2.0: Can the US and EU really “friendshore” away from China? 04/10/2022 | Gilt market meltdown – A first post mortem and key takeaways 30/09/2022 | Eurozone public debt: The interest rates reality check 29/09/2022 | Reverse currency war puts emerging markets at risk 22/09/2022 | US housing market: The first victim of the Fed 20/09/2022 | Shipping: liners swimming in money but supply chains sinking 15/09/2022 | Lights out! Energy crisis, policy mistakes and uncertainty 13/09/2022 | Missing chips cost EUR100bn to the European auto sector 09/09/2022 | Italy’s elections: snapping back? 07/09/2022 | Double trouble? Inflation means less cash and more debt for companies 01/09/2022 | Averting Gasmageddon and securing a just transition 30/08/2022 | Green infrastructure investment: The public sector cannot do it alone 28/07/2022 | How to ease inflation? Non-tariff barriers to trade in the spotlight 26/07/2022 | High yield: have the tourists left? 21/07/2022 | Eurozone: watch credit conditions! 20/07/2022 | Remote Work: Is the honeymoon over? 19/07/2022 | The anatomy of financial bubbles, crashes & where we stand today 13/07/2022 | Back on the (climate ) track Discover all our publications on our websites: Allianz Research and Allianz Trade Economic Research 30

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