Economic Research & Corporate Development
"Economy & Markets" December 2008
USA: In recession, sharp job losses / Euro area: Four negative quarters, pickup in 2009 / Asia: China: Embattled, stabilizing factors / Telecommunications technology: Financial crisis takes its toll, bitter price wars
Dec 17, 2008
Economy & Markets November 2008
USA: Marked deterioration, Set to contract in winter / Euro area: Shrinking, Further rate cut expected / Latin America: No crisis, Enhanced resilience / Chemical industry: New growth fields, Rising production abroad
Nov 13, 2008
Economy & Markets October 2008
USA: Economy stagnating, crisis management stepped up / Euro area: Concerted rate cut, further cut expected / Central and Eastern Europe: Russia: Worsening sentiment, financial crisis scars / Economic Forecast: German economy shudders to a halt, pickup not until 2009.
Oct 16, 2008
"Economy & Markets" September 2008
USA: Buoyant foreign trade, Private consumption a drag / Euro area: No rate cut, Economic rebound in 2009 / Asia: Thailand: Politics casts a pall, Economy slowing further / Commodity markets: Correction, Back to earth with a bump?
Sep 11, 2008
Economy & Markets August 2008
USA: Sizeable inventory correction, Stronger US dollar / Euro area: Subdued outlook, Key interest rates drifting sideways / Latin America: Weaker momentum, High inflation pressure / Russia: Chinese growth rates, What will come after the oil boom?
Aug 15, 2008
Economy & Markets July 2008
USA: Moderate growth, No pickup on the cards / Euro area: Signs of weakness, Key rate likely to be kept on hold / Germany: Sentiment slides, Oil price is main risk / Riester pension: Old age poverty?, Riester pensions worthwhile for low earners
Jul 16, 2008
Economy & Markets June 2008
USA: Mixed data, Economy staying afloat / Euro area: Summer slowdown, ECB decision touch and go / Asia: Crash in China?, Forces of growth stronger / Africa:New dawn, Commodity boom a boon (for some)
Jun 18, 2008
Economy & Markets May 2008
USA: Weak start to Q2, Further rate cut unlikely / Germany: Buoyant start to year, Tax cuts despite consolidation? / Latin America: Soaring food prices, Nonetheless crisis winners / German exports: Success factors, Unit labor costs pivotal
May 26, 2008
Economy & Markets April 2008
USA: In poor shape, Weak dollar curbs imports / Germany: Upswing intact, Foreign trade losing steam / Central and Eastern Europe: Rising inflation, Buoyant growth momentum / Economic forecast 2008/2009: Good labor market figures, Boost from private consumption
Apr 23, 2008
Economy & Markets March 2008
USA: Darkening clouds, Unconventional Fed measures? / Euro area: Light and shade, Business lending converging / Asia: Steadfast growth, Private consumption as driver /China: Long-term outlook, What will drive growth?
Mar 20, 2008
Economy & Markets February 2008
USA: Fiscal package, Further rate cuts to come / Euro area: Economy slowing, Rate reduction in Q2? / Latin America: Risk of infection?, Reduced dependence / Brazil: New energy giant?, Alternative fuels
Feb 21, 2008
Economy & Markets January 2008
USA: Downside risks, Debate about stimulus package / Euro area: Dent in growth, Pickup in mid-year / Germany: 1.8 % growth 2008, Private consumption as driver / EU mortgage markets: Interest rate convergence, Homogenization: The market should decide
Jan 22, 2008
Contact
Dr. Lorenz Weimann
Allianz SE
49.69.2 63 - 1 87 37