In the first quarter of 2025, Allianz SE $ALV.WA, one of Europe’s leading insurers, reported a substantial increase in non-core expenses, which rose by 38%. This news negatively affected the company’s profitability and led to a decline in investor confidence, reflected in the drop in Allianz’s stock price.

Nu Holdings Ltd. $NU, one of the largest digital banks in the world, recently published its fourth-quarter earnings, which did not meet analysts' expectations. This article will explore how economic factors are influencing the company’s performance and its future in this critical market.