/ Research Center

Slider Risk factor, Macroeconomic context and forecasts

25.06.2020 - Monthly Cross Asset

Macroeconomic picture - July 2020

Risk factors, Macroeconomic context, Macroeconomic picture by area and Macro and Market forecasts.

Amundi Research

27.05.2020 - Monthly Cross Asset

Macroeconomic picture - June 2020

Risk factors, Macroeconomic context, Macroeconomic picture by area and Macro and Market forecasts.

Amundi Research

27.05.2020 - Monthly Cross Asset

Thematics Views - June 2020

As part of their toolkit to support the economic recovery during the Covid-19 crisis, central banks could implement yield-curve control. Although appealing, the implementation and exit risks of such a policy counterbalance the benefits, particularly in the Eurozone. Moreover, the impact on financial markets could be significant since chained risk-free assets could temporarily leave risky assets unsettled.

Pierre BLANCHET, Didier BOROWSKI, Paresh UPADHYAYA, Annalisa USARDI

06.05.2020 - Thematic Paper

Emergency fiscal programs: no choice but to increase the (monetized) deficits

The large fiscal packages announced by governments to counter the virus crisis aim, so far, at stabilization more than stimulus.

Tristan PERRIER

Global Views Analyst

10.03.2020 - Investment Talks

The Democratic race to nomination and implications for markets

The race to Democratic nomination has boiled down to two candidates now, Joe Biden and Bernie Sanders with Biden being the new frontrunner based on delegate count, market expectations and national polls.

Kenneth J. TAUBES, Paresh UPADHYAYA

09.03.2020 - Expert Talk

Super Tuesday outcome

The outcome of Super Tuesday took most people by surprise and maybe even Joe Biden himself… A third-time campaigner to become the Democratic Party’s candidate (after 1988 and 2008) for the November 2020 presidential election, Joe Biden had a tough start.

Pierre BLANCHET

Head of Investment Intelligence

09.03.2020 - Monthly Cross Asset

US and European corporate earnings: after four quarters of stagnation, what is the outlook for 2020?

Fourth quarter 2019 earnings season confirmed the flat trend of the past 12 months. Hardly had 2019 ended than all eyes turned to 2020. For several months now, the earnings growth consensus for 2020 looked too optimistic. The spreading of coronavirus has only made us more cautious. The epidemic will certainly have a big impact on the first quarter of 2020 but some catching-up can be expected in the following quarters. In the short term the market should remain nervous. In the longer term a cautious optimism should eventually prevail.

Ibra WANE

Equity Strategy

17.01.2020 - Insights Paper

Economic resilience, Fed and elections to drive US markets in 2020

2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the S&P 500 index, which returned 256% overall, well above its historical average.

Kenneth J. TAUBES, Christine TODD, Sergio BERTONCINI, Noah FUNDERBURK, Marco PIRONDINI, Eric MIJOT, Annalisa USARDI, Paresh UPADHYAYA

14.01.2020 - Thematic Paper

U.S. inflation… what’s up?

From the CPI data, in particular the HCPI, one would get the sense that inflation has decelerated and stabilised somewhat.

Annalisa USARDI

CFA, Senior Economist

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