logo
episode-header-image
Mar 2023
15m 39s

038 | Falling off a savings cliff?

Allianz Research
About this episode
Households in the US and Europe built up a sizable amount of excess savings during the pandemic. But this cash cushion is losing its fluff. In this episode, we speak to Maxime Darmet, Senior Economist at Allianz Trade, and Patricia Pelayo Romero, Economist at Allianz, to find out what dwindling savings and the wealth effect mean for economic grow ... Show More
Up next
Jul 7
Mid-year economic outlook 2025-26: Summertime sadness
The global economy has got that summertime, summertime sadness. Global GDP growth could hit the slowest pace since 2008 this year, outside of recession periods, according to our mid-year economic outlook for 2025-26. The US is expected to grow by +1.6%, helped by lower effective ... Show More
4m 39s
Jun 18
The transatlantic divide in Working Capital Requirements
Time for a new episode of Tomorrow! Today, we’re diving into a crucial – but often overlooked – indicator of business health: Working Capital Requirements. WCR is the financial canary in the coal mine, revealing how efficiently companies are managing cash flows, inventories, and ... Show More
4m 38s
Jun 6
Captain Europe: Five ways to forge the region’s defense shield
Time for a new episode of Tomorrow! Today we're talking about the paradigm shift in defense that's taking place in Europe, where member states are actively working to increase defense spending after decades of under-investment. But the region needs to get funding, strategy and im ... Show More
4m 46s
Recommended Episodes
Sep 2023
Fiscal policy is the elephant in the room
Markets are basically on hold ahead of the US rate decision tomorrow. The oil rally, which has the potential to raise risks to inflation, has us on tenterhooks in a week dominated by central bank activity. Markus Allenspach, Head of Fixed Income Research, explains why fiscal poli ... Show More
14m 16s
Jul 2024
Ep 70: Major Banks Warn of Disaster
Weekly Roundup of this week's top Economics stories. In this Episode: - Two Major Banks Warn of Disaster - Kamala to the left of Bernie Sanders - Evictions Soar as Americans Can't pay Rent - Canada's Worst Downturn in 40 Years - Debt Interest Eats 76% of Income Tax ... Show More
18m 58s
Sep 2024
Much to absorb in this data-heavy week
Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded ... Show More
15m 58s
Dec 2024
US and European stocks end the week, and the month, on a high
It was probably too soon for the S&P 500 to feel the impact of Black Friday, but the index did just fine without it, closing the day, the week, and the month higher. The same could be said for the Dow Jones Industrial Average and the Nasdaq Composite. The small cap Russell 2000 s ... Show More
10m 27s
Mar 2025
Cash splash vs frugal living: our two-tier economy
Afternoon headlines: Peter Dutton’s speech interrupted by protesters, employment figures show despite thousands losing work unemployment rate holds steady and Australia’s rich list has been released   Deep dive: A two-tier economy is emerging in Australia, with some splashing cas ... Show More
11m 25s
Jun 29
185. Why Future Generations Face Disaster in Retirement
Why do governments lie about how we will be bankrupted by pension and health costs in 30 years? How can we persuade young people to start saving now to avert this catastrophe? And why is saving cash not enough? Robert and Steph speak to Karen Ward, Chief Market Strategist at JP M ... Show More
39m 58s
Aug 2024
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.--This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the t ... Show More
2h 35m
Nov 2023
Could a Housing Recession Take Down the U.S. Economy?
One year ago, it was a matter of conventional wisdom among experts that the U.S. was on the brink of a recession. They were wrong. The latest GDP report showed America’s real output growing at a 4.9 percent annualized rate. That's huge. But just as we zagged a year ago, when we c ... Show More
37m 1s
Dec 2024
Bye-Bye, What Americans Buy - Ep 995
Peter Schiff discusses Black Friday's origin, American consumerism, the nation's heavy reliance on imports, and Trump's economic policies. This episode is sponsored by:OneSkin: Get 15% off OneSkin with the code GOLD at https://oneskin.coLucy: Go to https://lucy.co/gol ... Show More
57m 54s
Mar 2025
Investment Clinic: I'm 67 - will US stocks crash my retirement?
Sixty-seven-year-old Paul invests using index funds. Over the years, his exposure to US tech stocks has helped him build up a sizeable retirement pot — but recent stock market volatility is making him worry.Now that he’s no longer working, Paul wonders if he should diversify into ... Show More
24m 44s