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5 ways to forge Europe’s defense shield; Fiscal cost of the ‘Big Beautiful Bill’; Metal prices & Unlocking geothermal potential
Man's capacity for justice makes democracy possible, but man's inclination to injustice makes democracy necessary.
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Ludovic Subran
Allianz Global Insurance Report – Rising demand for protection; US tariffs on Europe, ECB preview, Term Premia
Champions League fever this week and Ancelotti’s words ringing true beyond football (whether in Munich or, soon to be, in Brazil): Tactics are…
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Ludovic Subran
2025 Allianz Trade Global Survey; Biodiversity financing gap, Europe on the rocks, US drugs pricing & Q1 earnings
In the 2025 edition of the Allianz Trade Global Survey, we have taken the pulse of companies with exporting / producing at least 50% of their turnover…
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Ludovic Subran
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Semiconductor industry special; Germany’s big spending, Q4 Corporate earnings & China’s turning point reinforced by stimulus
 • Ludovic Subran
Global Insolvency Outlook; higher taxes for French corporates, German carmakers under pressure and understanding China’s big stimulus
 • Ludovic Subran
Global Economic Outlook 2025/2026 - Managing Uncertainty and the German Coalition Agreement
 • Ludovic Subran
Liberation Day – When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war
 • Ludovic Subran
Trump II & the implications of a Republican Sweep scenario
 • Ludovic Subran
Germany – quo vadis; key capital markets themes for the year, China-Europe train freight & developments in energy markets in Europe
 • Ludovic Subran
8 ESG Investment lessons to consider; Eurozone’s Q1 growth, US tariff-induced recession, inventories to the rescue, and major insolvencies…
Two decades in, ESG investing has gone from buzzword to boardroom essential—reshaping risk, returns, and responsibility—so time to take stock, our eight…
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Ludovic Subran
The cost of a weaker dollar, tariff turbulence ahead for the travel industry and chip war reloaded
It's more than just theory – credibility is the currency of central banking.
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Ludovic Subran
Global Economic Outlook 2025/2026 - Managing Uncertainty and the German Coalition Agreement
Easter tells us that life is to be interpreted not simply in terms of things but in terms of ideals.
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Ludovic Subran
Liberation Day – When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war
Tarri-fied or terrified, that seems to be the question: World markets are digesting US tariffs and trying to understand the new order of global commerce…
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Ludovic Subran
GenAI & How to save your way out of employment vulnerability; Country & Sector risk ratings, Credit growth, and the latest on tariffs
As AI-driven disruptions grow, strengthening financial resilience and ensuring broader capital ownership will be essential to reducing inequality and…
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Ludovic Subran
Europe’s electricity market; The Fed facing stagflation risks, The five stages of (tariff) grief, and the climate cost of defense spending
Nothing in life is to be feared, it’s only to be understood; now is the time to understand more so that we may fear less (Marie Curie), so we’ll try our…
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Ludovic Subran
Semiconductor industry special; Germany’s big spending, Q4 Corporate earnings & China’s turning point reinforced by stimulus
We continue our annual sector series on European re-industrialization process that deals with multiple challenges but also opportunities the region is…
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Ludovic Subran
Ludonomics
Weekly on Allianz markets, macro, sector & insurance research by Ludovic Subran

Ludonomics

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