Michael Menhart

Global Chief Economist @MunichRe, tweeting about #economics, #sustainability, #insurance, #reinsurance and more. Views are my own.

[GDV @gdv_de]

Potential long-term risks for the insurance sector: Geopolitical interests, inflation, demographic developments but also issues of skills shortages or climate change are in the industry's focus. Diverse risks will influence the business environment more than before. #VersReg23

[Michael Menhart @michaelmenhart]

https://t.co/yX6tY7tNIE

[Michael Menhart @michaelmenhart]

After almost two years of #inflation moving strongly upwards – and a bad track record of many economists (including ourselves) in forecasting this – recent data have fuelled the hope that inflation could have reached a turning point. But will CPI inflatio…https://t.co/kltP0Qidxz

[Michael Menhart @michaelmenhart]

“Cooperation vs. confrontation” will be one of the biggest challenges for the #worldeconomy in 2023 (and beyond). As this year has very sadly shown with the war in the Ukraine, confrontation has occupied centre stage in #geopolitic…https://t.co/BFMl14CLNX https://t.co/2i5NyxEo7x

[Michael Menhart @michaelmenhart]

#Inflation will remain a hot topic in 2023. While signs of an inflation peak are increasing in the #US, it’s too early to proclaim a turning point for #Europe. Although lower-than-expected November CPI inflation data in the #Eurozo…https://t.co/fMiHUPSwtP https://t.co/2i5NyxEo7x

[GDV @gdv_de]

Wie wirken sich die aktuellen Krisen auf unsere wirtschaftliche Situation aus? Was kommt auf die Versicherungswirtschaft zu?https://t.co/bHNudTZyhZ

[GDV @gdv_de]

Heute ab 14 Uhr live: Welche Folgen haben die gestiegenen Inflationserwartungen für die Versicherungswirtschaft? Diese und weitere Fragen erläutern die Chefökonomen @JeromeHaegeli @Ludovic_Subran und @michaelmenhart im Talk mit Jörg Asmussen. Hier und auf https://t.co/IimcGkNp5e

[Michael Menhart @michaelmenhart]

Very much looking forward to our discussion on global #inflation and its impact on the (re)insurance industry at #18SIRC in #Singapore on 1 November

#SIRC #reinsurance #insurance Singapore Reinsurers'​ Association https://t.co/0ZvWEwVl6a

[Michael Menhart @michaelmenhart]

It was a great honour to present Munich Re's Economic outlook at #NICC Canada. #inflation was of course one of the most important topics, but also global power shift, climate policies, the larger role of gvernments, financial stability, globalisation and…https://t.co/2d2LEbpZgY

[Michael Menhart @michaelmenhart]

https://t.co/xif98S7k4q

[Michael Menhart @michaelmenhart]

Really a great discussion about climate-related financial disclosure and interesting to debate the different perspectives on this topic. Thanks to the other panel members and to all the attentive listeners! https://t.co/boMKTBfTgZ

[Michael Menhart @michaelmenhart]

I am excited to be a speaker at the National Insurance Conference of Canada. The face-to-face exchange after a 2-year Corona hiatus is sure to be a great event for all. I am really looking forward to the exciting discussions over the next two days. https://t.co/lJxexvzxE1

[Michael Menhart @michaelmenhart]

#Inflation in the #UK jumped to a double-digit annual rate of 10.1% in July, reaching a 40-year high. Slowdown not in sight until 2023. https://t.co/5hLFjzE9Lm

[Michael Menhart @michaelmenhart]

Yesterday, a much lower than expected US inflation of 8.5% y-o-y (after 9.1% y-o-y in June) was published. Monthly CPI was unchanged m-o-m as fall in gasoline prices offset shelter and food increases. This could actually indicate that US headline #inflati…https://t.co/EZnRFC9TGH

[Michael Menhart @michaelmenhart]

https://t.co/RdmNGoZg76

[Handelsblatt @handelsblatt]

Die Ökonomen sehen Deutschland wegen der Abhängigkeit von russischem Gas massiv unter Druck. Die Versicherer könnten bei der Energietransformation eine wichtige Rolle spielen. https://t.co/eWXJjt7v3P

[Michael Menhart @michaelmenhart]

Hier die Aufzeichnung des #GDVlive von heute Vormittag zu den Folgen des #Ukraine-Kriegs: https://t.co/uy7qEXlGIc

[Jörg Asmussen @JoergAsmussen]

Für alle die zum Nachhören, die die spannende Diskussion mit @Ludovic_Subran, @JeromeHaegeli & @michaelmenhart über die ökonomischen Folgen des #UkraineKrieg|s verpasst haben:
https://t.co/h05d9QLMpP

[Daniela Werner @danielawerner]

Wir sind ready! Um 11:00 live mit drei Chefvolkswirten @Ludovic_Subran @michaelmenhart @JeromeHaegeli und @JoergAsmussen zum Thema #Ukraine-Krieg und seine Auswirkungen #GDVlive

[GDV @gdv_de]

Am Dienstag spricht @joergasmussen mit @Ludovic_Subran, @JeromeHaegeli & @michaelmenhart über die ökon. Folgen des #UkraineKrieg|s. Wie schätzen die Chefvolkswirte von @Allianz, @SwissRe & @MunichRe die Auswirkungen auf den Sektor ein? #GDVlive https://t.co/nfXRSGqgiO