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...
6/10/2025 The impasse in the US Congress The US government shutdown, caused by partisan spending disputes, risks economic volatility and investor uncertainty. Impact depends on duration, with...
2/10/2025 Investment Views Global Investment Views - October 2025 The GIV explores our latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
29/09/2025 Gold is on track for a strong year Monetary easing, fears about global investors’ moving away from the dollar and the Fed’s independence are underpinning gold demand, in our view.
22/09/2025 Fed may cut further, amid weaker employment The Committee was relatively unanimous in its decision, with only governor Miran preferring a 50bp cut.
15/09/2025 ECB treads cautiously As tariffs rise, global growth faces pressure. The Fed pivots to growth concerns, Eurozone counts on domestic demand, and Emerging Markets show strength...
11/09/2025 Investment Views Global Investment Views - September 2025 The GIV explores our latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.