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
Jul 21
Allianz Pulse 2025: Confused and disappointed – but less pessimistic
Time for a new episode of Tomorrow! Today we’re unpacking the results the Allianz Pulse. For the seventh edition, we surveyed 6,000 people across six of Europe’s largest economies: Germany, France, Italy, Spain, Poland, and Austria, taking the pulse on future prospects, policymak ... Show More
4m 31s
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
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
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
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