26/05/2026 Rising yields, rising uncertainty The US 30Y yields rose to 5.19%, the highest from 2007, while the 10Y moved above 4.5%. Yields across Europe and Japan also rose.
18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
11/05/2026 Positive earnings support EM outlook EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.
4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
23/03/2026 Central Banks and bond yields in focus The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.
2/03/2026 Investment Views Global Investment Views - March 2026 To understand Amundi's latest macro and investment convictions coming from our Global CIOs, the Investment Platforms and the Investment Institute.
