10/10/2024 Cross Asset Research Draghi’s report: a call to action for Europe’s competitiveness Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...
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...
15/12/2023 Economy & Markets Higher rates will start to bite the corporate sector in 2024 Navigate the evolving business landscape with insights on the anticipated intensification of rate increases in 2024. Discover how businesses have leveraged...
10/10/2023 Economy & Markets Limited hit from energy price rise on US consumption so far The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support f... Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
24/07/2023 Economy & Markets Where will the pieces fall? Takeaways from 2023 AWIF The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors.
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...