20/01/2025 Economy & Markets The Fed’s dilemma This article reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.
23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
6/12/2024 Investment Views Global Investment Views - December 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
31/10/2024 Investment Views Global Investment Views - November 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
10/10/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2024 While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...
7/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Ears to th... Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the...