ποΈAs AI reshapes global trade, some countries are taking the lead over others, concentrating global power, supply chains and dependencies.
Tune in to the latest episode of Tomorrow here: ow.ly/vAmx50ZaYJW
β½ The 2026 Football World Championship is set to become the largest football tournament ever organized and arguably the most ambitious sporting event in modern history. But will this ultimately lead to stronger economic gains?
Here's our new report: ow.ly/1IXT50Z9MH1
π Despite the Middle East crisis, US and European equity markets are almost at all-time highs. But they're not ignoring the war, they're just pricing a specific outcome: resolution over the summer.
Discover our new report: ow.ly/APf750Z6BCZ
ποΈ The number of the week is 7% β that's how much global premiums rose in 2025, reaching EUR6.9trn, according to the Allianz Global Insurance Report 2026.
Find out more in this week's episode of the Tomorrow podcast: ow.ly/pwqW50Z57qZ
π‘οΈ Extreme heat is emerging as a structural economic risk, with Europe highly exposed. And the fiscal consequences will fall most heavily on the economies least able to absorb them.
Discover our new report: ow.ly/KOST50Z56bE
πΊοΈ Is AI rewiring global trade? Export volumes of AI-enabling goods surged to USD3.8trn in 2025 ( 280% from 2014), accounting for 15% of global trade and far outpacing the 40% growth in goods trade overall.
Here's our new report: ow.ly/a1Ka50Z2z6R
β‘ Artificial intelligence is about to impose the largest sustained demand shock on US electricity infrastructure in decades. But the critical bottleneck is not generation capacity, it's the grid itself.
Find out more in our new report: ow.ly/Hew350YYj91
π Global private markets have grown more than twentyfold since 2000 to over USD17trn. The pitch is real, but a closer look reveals a more nuanced picture.
Here's our new report: ow.ly/Fbaa50YY9cv
US and Eurozone labor markets appear to be in good shape, with headline unemployment rates near historic lows. But three strong undercurrents are churning beneath the calm surface.
Here's our new report: ow.ly/usY150YSoAi
βοΈ The jet fuel crunch is reshaping this year's peak holiday season. Will it be the summer of staycations? Find out in our new report: ow.ly/jkyA50YRBFZ
ποΈ In this week's episode of the Tomorrow podcast, our AI Assistants Aria and Bob dive into the highlights of the Global Insolvency Report 2026. Tune in here: ow.ly/hS1750YGXzp
Governments have been quick to provide fiscal support in response to the energy crisis, with Asia leading on demand-rationing policies and price support. But no fiscal transfer can resolve the supply-demand mismatch.
Hereβs our new report: ow.ly/FCbV50YOlJN
ππΊ Hungary's election has delivered the country's most consequential result since 2010 and a decisive mandate for change.
Here's our new report: ow.ly/px9a50YIgx9
ποΈ In this week's episode of the Tomorrow podcast, our AI Assistants Aria and Bob dive into the highlights of the Allianz Trade Global Survey 2026. Tune in here: ow.ly/hS1750YGXzp
From invisible to investible?
π As losses from global natural catastrophes surge, adaptation spending needs to triple. But mobilizing capital at that scale remains constrained by a set of deep structural barriers.
Find out more in our new report: ow.ly/Ay9050YGrlG
What does the Middle East conflict mean for global non-payment risks?
Here's our granular look at the latest country and sector risk ratings: ow.ly/bwKJ50YEPCU