17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
13/02/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - February 2024 Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
15/12/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2023 Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation
10/10/2023 Economy & Markets Limited hit from energy price rise on US consumption so far The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
22/06/2023 Global Outlook Mid-year outlook 2023: key convictions for H2 2023 Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
28/03/2023 Capital Market Assumptions A rocky net zero pathway Key highlights on long-term scenarios and return forecasts.
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...
4/11/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2022 Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.