10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
7/11/2022 Economy & Markets False sense of security from easing energy prices Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
7/11/2022 Economy & Markets For the Fed, the impossible QT The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
4/11/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2022 Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.
28/10/2022 Economy & Markets A dovish pivot from the ECB: Euro bonds back in focus The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.
27/10/2022 Investment Views Global Investment Views - November 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.