2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out the policy noise In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...
23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
16/06/2025 US inflation less than expected Confidence rose in May, but it is still below the levels seen at the beginning of the year.
10/06/2025 Policy divergences on display Policy decisions by global central banks are getting more nuanced, with the ECB staying on its rate cut path, the Fed in a wait-and-see mode, and the...
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
9/05/2025 Investment Views Global Investment Views - May 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
20/01/2025 Economy & Markets The Fed’s dilemma This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.