14/03/2025 Economy & Markets A step forward for Europe "A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
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...
16/01/2024 Economy & Markets Macroeconomic and financial market forecasts - January 2024 Macroeconomic and Financial Market forecasts
16/01/2024 Cross Asset Research Cross Asset Investment Strategy - January 2024 Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
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,...
4/12/2023 A November to remember November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...
27/11/2023 Recent economic data confirms our outlook Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US... Financial stability concerns to tip the balance towards a US recession.
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...
3/06/2022 Economy & Markets Only innovation in fiscal and monetary rules will make the E... As crises unfold, structural and governance issues tend to become more and more important.
5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cau... Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
3/02/2022 Economy & Markets Keeping up with our Investment Outlook for 2022 2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase...
10/05/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2019 This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.
