8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
24/11/2025 AI investment drive calls for diversification We believe China’s tech sector offers attractive valuations and strong growth, making it a compelling diversification option.
17/11/2025 US corporate earnings season nears close The Q3 US corporate earnings season has boosted market sentiment, but concerns remain over high prices in some sectors.
10/11/2025 BoE stays on hold, all eyes on budget now The BoE held rates steady in November, but we expect it to cut them in the coming months, as growth is likely to stay sluggish.
3/11/2025 Fed cut rates, more to come in December Amundi assesses the Fed’s October cut and probability of further Fed Rate Cuts in December, analysing labour-market risks, tariffs passthrough and inflation...
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
