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Ludonomics

Ludovic Subran

Weekly on Allianz markets, macro, sector & insurance research by Ludovic Subran

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues105SubscribersRead ludovicsubran.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

A Cost-benefit analysis of soil carbon sequestration; beware of true terminal rates in the US; Eurozone good news this week, and tweaked cross asset correlations

Ever wondered about the value that ecosystems like healthy soils provide for the wellbeing of humans and quality of life? The cost (and benefits) of abating the decline (or improve) ecosystem quality? In our latest report on biodiversity, w...

12 days ago
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Global outlook for private debt & private equity; US yields; EM financial markets; the link between inflation and elections

This week, we take a closer look at private markets and their capability to enhance returns and provide diversification. We delve into various asset classes, exploring the challenges and opportunities presented by this rapidly evolving asse...

19 days ago
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Outlook for Latin American; market reaction to the conflict in the Middle East; upcoming elections in India, and pressure on the renminbi

To vote is like the payment of a debt, a duty never to be neglected, if its performance is possible: Nearly a billion people in India are eligible to head to the polls for parliamentary elections from 19 April to 1 June, with results expect...

a month ago
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A comparison of European savings behavior; the ECB in a pickle, China v. Germany – from complementarity to substitution, and UK trade tricks to reduce

It’s a numbers game: This week we looked into the savings pattern of private households in the Eurozone, how their assets have fared and the differences we identified in terms of composition of growth. Our four scenarios give insights as to...

a month ago
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Authors

The writers behind this newsletter.

  • Ludovic Subran

    Chief economist @Allianz. Member @CAEInfo. Board @MercyCorps. Adj. Prof. @SciencesPo more

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