Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%

Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%

In our last episode before the summer break, Aria and Bob dive into Allianz Research's Half-Time Outlook for 2026-2027. How is the energy shock from the Middle East conflict playing out? Has inflation been knocked out? Tune in to find out! You can read the full report on our website: Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5% [https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260708-economic-outlook.html] This content was generated by AI with the oversight of Allianz Research.

Ten years after Brexit: Resilience without revival

The UK is now looking for its seventh prime minister in 10 years after Keir Starmer’s resignation earlier this week. Interestingly, this week also marks 10 years since the Brexit vote, which roiled markets and divided forecasters. In this episode, Aria and Bob look at which projections came through and which failed to pass. Read the full report: Ten Years After Brexit: Resilience Without Revival [https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260622-ten-years-after-brexit.html] This content was generated by AI with the oversight of Allianz Research.

How AI is rewiring global trade

AI-related trade has already grown from USD1trn in 2014 to USD3.8trn as of 2025, equivalent to 15% of all global trade. In this episode, we look at how AI is reshaping global trade, concentrating global power, supply chains and dependencies. This content was generated by AI with the oversight of Allianz Research. Read the full report: How AI is rewiring global trade [https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260521-ai-trade.html]

Allianz Global Insurance Report 2026: The Future of Insurance in a Fragmenting World

The Allianz Global Insurance Report shows that global premiums rose by 7% to reach 6.9 trillion euros in 2025, adding 456 billion euros to the global premium pool. But looking ahead, there are some bigger forces shaping the future of the insurance industry. Join our AI assistants Aria and Bob to find out more. Read the full report: Allianz Global Insurance Report 2026: The Future of Insurance in a Fragmenting World [https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260528-global-insurance-report.html] This content was generated by AI with the oversight of Allianz Research.

Thinking fast, building slow: The energy cost of the US AI boom

The number of the week is $1.4 billion — that's how much extra US residential households are paying on their electricity bills per year as a direct result of data-center demand. Against this backdrop, preparing energy infrastructure for AI and addressing community concerns is as urgent as building the AI infrastructure itself. Find out more about the energy costs of the US AI boom in this week's episode of the Tomorrow podcast. Read the full report: Thinking fast, building slow: The energy cost of the US AI boom [https://www.allianz.com/en/economic_research/insights/publications/specials_fmo/260512-energy-US-ai.html] This content was generated by AI with the oversight of Allianz Research.