15/07/2025 US tariffs delayed to August While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
7/07/2025 Independence Day’s big tax bill The bill will increase the federal deficit and push debt to around 135% of GDP by 2035 (Moody's estimate).
23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
16/06/2025 US inflation less than expected Confidence rose in May, but it is still below the levels seen at the beginning of the year.
10/06/2025 Policy divergences on display Policy decisions by global central banks are getting more nuanced, with the ECB staying on its rate cut path, the Fed in a wait-and-see mode, and the...
6/06/2025 Economy & Markets Time for Europe Discover how European markets are becoming increasingly attractive to foreign investors and how they are regaining their place on the world stage.
2/06/2025 Confidence up for May but what comes next? Confidence rose in May, but it is still below the levels seen at the beginning of the year.
26/05/2025 US rating slides, spending rises The US government lost their top-notch AAA rating on their long-term issuer debt recently, from Moody’s Ratings.
19/05/2025 Podcasts Outerblue Convictions- Global Investment Views - Trade wars ... Join Amundi's podcast as experts discuss the ongoing trade wars and their implications for global policy decisions, economic growth, inflation, and investment...
19/05/2025 US-China truce reduces tariffs for now US-China truce reduces tariffs for now. The trade deal -- even if temporary -- should support economic growth in both countries.
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
12/05/2025 Podcasts Outerblue Talks Research – Capital Market Assumptions 2025 Join Amundi's Outerblue Talks Research podcast for insights on Capital Market Assumptions. Experts discuss transformative trends, long-term return expectations,...
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
28/04/2025 Real & Alternative Assets Private Assets likely to stay resilient during market turmoi... Understanding how Private Assets likely behaved during the recent market selloff.