Contiene: 1. The old normal: interest rate rises signal relief for insurers` returns, but likely more volatility 2. China`s reopening spillovers may be more ripples than waves 3. Asset allocation decisions: keeping it real 4. Inflation may be easing, but claims severity pressures in P&C to remain 5. Banking turmoil rattles financial markets, not central bank inflation-fighting resolve 6. A US hard landing is pushed out, but not away 7. Treading carefully: US banks and the risk of a credit Crunch 8. Asia contagion: another close shave 9. US commercial real estate: expecting prolonged challenges 10. Seasons of discontent: strikes in Europe 11. Illusions of stability: when financial market pricing doesn`t tell the whole story 12. Japan: the long goodbye to QE 13. Inflation in China: muted, reflecting weak demand; near-term global spillover limited 14. The course of true disinflation never did run smooth 15. Reserving: higher uncertainty puts adequacy in the spotlight 16. Inflation deviations past drive rate divergences present 17. A step ahead: the success of monetary policy making in Latin America 18. Pulling the plug on the profit-price-wage spiral fears in Europe 19. Emerging Asia: becoming less shock prone 20. US Treasury yields: an inflation rather than bond market crisis 21. The 100-year legacy of Japan`s Great Kanto Earthquake 22. Equity returns: where growth tells most of the story 23. Crop insurance: offering a way to support food security 24. US liability claims: the shadow of social inflation still looms 25. Global economy not out of the woods yet: alternative scenarios for re/insurers 26. Trade credit insurance: in gear, to keep the global economy and supply chains moving 27. IMF/World Bank annual meetings: a postcard from Marrakech 28. The Bank of Japan takes off the yield bumpers 29. Higher for (even) longer: the long-term outlook for US 10-year Treasury yields 30. US public debt concerns are growing in the higher interest rate regime 31. Surge in catastrophe bond issuance stabilises transfer of mounting peak risks
