1/08/2025 Podcasts Global Investment Views - Deal or no deal, expect twists and turns this summer In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
24/07/2025 Investment Views Global Investment Views - July-August 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
23/07/2025 Economy & Markets Summer Twists: Tax Cuts, Tariffs, and Treasuries The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...
23/07/2025 Cross Asset Research Cross Asset Investment Strategy - July-August 2025 Find the latest edition of our monthly publication, focusing on the OBBBA, tariff negotiations, and the future of fixed income
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).
1/07/2025 Investment Views Global Investment Views - July 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.