A step forward for Europe

  • From sluggish to strong: Germany poised to support Europe’s growth

  • Ukraine and Europe’s path ahead

  • A step forward for Europe

RC - 2024-03 - Cross Asset - Topic of the month - Slider
A step forward for Europe

Global Investment Views

Markets between love and fear

Markets between love and fear In February, the markets have shown that love is in the air: despite new tariff announcements, inflation risks, and the DeepSeek shakeup, positive market sentiment continues to prevail. In Europe, equities reached new all-time highs, and in the US, there is evidence of a broadening equity rally, as the dominance of the Magnificent Seven may be starting to fade. However, uncertainty remains at extreme levels, with renewed fears emerging following the higher-than-expected January CPI, which recorded its fastest increase in a year and a half, and some weak US economic data.

Amundi Global Investment Views
Global Investment Views - March 2025

Scenarios, risks and macroeconomic forecasts

  • Main and alternative scenarios
  • Macroeconomic forecasts
Macroeconomics, Geopolitics, and Strategy - March 2023
Scenarios, risks and macroeconomic forecasts

Authors

RC - Author - Vincent Mortier
Group Chief Investment Officer
RC - Author - DEFEND Monica
Head of Amundi Investment Institute & Chief Strategist