12/03/2024 Economy & Markets 6 questions concerning the weakness behind US resiliency Stay informed on US economy trends in finance. Discover insights on deceleration signs, rising delinquency rates, and the impact of restrictive monetary...
12/02/2024 Economy & Markets Japan equity: top performer in 2023; remains attractive option for 2024 Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...
16/01/2024 Economy & Markets Europe: time for fiscal consolidation Navigate Eurozone's evolving fiscal landscape in 2024. Explore improving public finances, rising fiscal vulnerability, and the impact of new fiscal rules...
15/12/2023 Economy & Markets Higher rates will start to bite the corporate sector in 2024 Navigate the evolving business landscape with insights on the anticipated intensification of rate increases in 2024. Discover how businesses have leveraged...
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 The Eurozone economy under scrutiny, as the policy support fades Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
24/07/2023 Economy & Markets Where will the pieces fall? Takeaways from 2023 AWIF The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors.
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US recession Financial stability concerns to tip the balance towards a US recession.
6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year 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...
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
12/10/2022 Emerging Markets Relaxed financial markets look at Lula’s comeback The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.