/ Research Center

03.07.2019 - Investment Talks

G20: market relief, eyes now on Central Bank's execution

The worst case scenario of further trade escalation has been averted. The G20 meeting over the weekend resumed the negotiations between China and US on trade, after the tariffs increase in May on $200bn of Chinese products, and the consequent Chinese retaliation, which both put financial markets under pressure and increased downside risk to the economic outlook.

Vincent MORTIER, Didier BOROWSKI, Monica DEFEND

2019.04 - DP037 - Is inflation definitely dead or simply dormant?

30.04.2019 - Discussion Paper

Is inflation definitely dead or simply dormant? Consequences for central banks

Inflation never disappears completely. In history, there have been periods when it was dormant, but revivals have always been painful.

Philippe ITHURBIDE

Global Head of Research

15.03.2019 - Insights Paper

Gold in central banks’ asset allocation

After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up significantly since the new millennium, and central banks, after having steadily reduced their allocation to gold, have resumed their gold purchases.

Viviana GISIMUNDO, Lorenzo PORTELLI, Eric TAZE-BERNARD

31.12.2018 - Investment Talks

Fed policy and US economy, what’s next?

US economy: we expect the US economy to grow above potential in 2019 and to gradually converge to its long-term growth rate of around 2% in 2020 as the boost provided by fiscal expansion in 2018 will gradually lose steam.

Didier BOROWSKI, Annalisa USARDI, Valentine AINOUZ, Kenneth J. TAUBES

26.03.2018 - Thought of the Day

Monetary policy will help support the recovery.

Russia’s central bank cut its key interest rate by 25 bp to 7.25% on Friday 20th of March, as expected.

Karine HERVE

PhD, Senior Economist

30.06.2017 - Expert Talk

Central banks are preparing to change course

Mario Draghi’s 27 June speech (“Accompanying the economic recovery”) startled market participants awake from their day-dreams about their upcoming summer vacations. The 10-year Bund yield surged by 20bp on the week to 0.46% and the EUR/USD gained 2% to 1.14, a more than one-year high.

Bastien Drut & Valentine Ainouz

Strategy and Economic Research at Amundi

24.11.2016 - Monthly Cross Asset

Monetary politicies in 2017 and beyond - 2017: A transition year for the central banks?

Again in 2016, the central banks of the developed countries loosened their monetary policies just a bit more: except for the Fed and the Bank of Canada, the central banks of all the other G-10 countries all loosened their monetary policies, either by lowering key interest rates or by inflating their balance sheets.

Valentine AINOUZ, Karine HERVE, Bastien DRUT, Mo JI

27.06.2016 - Thematic Paper

What are the costs of these ultra-accommodative monetary policies?

The central banks of the major developed countries embarked on ultra-accommodative monetary policies after the Great Recession of 2008 and then after the Eurozone crisis in 2011-2012.

Valentine AINOUZ, Bastien DRUT

18.05.2016 - Monthly Investment Letters

Is Helicopter Money on the Way ?

The rebound from the financial crisis has been frustratingly slow. Real growth is only now, 8 years later, getting close to trend levels in the U.S. , Japan is struggling, growth in the U.K. has weakened, and China is no longer able to provide the offsetting boost that it did a few years ago.

Eric BRARD, Laurent CROSNIER, Thierry DARMON, Marie-Anne ALLIER, Denys DE CAMPIGNEULLES, Cédric MORISSEAU, Shinichiro ARIE CFA, Patrick GUIVARCH, Philippe JAUER, Daniel C. DEKTAR, Dan ADLER

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