16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
7/11/2022 Economy & Markets For the Fed, the impossible QT The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
12/10/2022 Economy & Markets Too early for a Fed pivot The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.
23/09/2022 Economy & Markets 20-21 September FOMC meeting: the move into restrictive terr... Understanding the outcome of the July FOMC meeting and its market and implications.
29/07/2022 Economy & Markets July 26-27 FOMC Review: Maintaining a Hawkish Course Understanding the outcome of the July FOMC meeting and its market and implications.
17/06/2022 Economy & Markets 14-15 June FOMC meeting: Fed becoming worried about inflatio... Understanding the outcome of the June FOMC meeting and its market and implications.
9/05/2022 Economy & Markets 3-4 May FOMC meeting: 50bp interest rate hike is bullish for... Understanding the outcome of the May FOMC meeting and its market and implications
27/04/2022 Economy & Markets Adding to the debate: “Is the Fed behind the curve"? Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...
23/03/2022 Retirement Pension Funds Letter 14 - The Red Dragon continues its ascen... In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010.
17/03/2022 Economy & Markets 15-16 March FOMC review: we have full throttle lift off Understanding the outcome of the March FOMC meeting and its market implications
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.