Monetary policy
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Monthly Cross Asset 2.12.2022 Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year

The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits recession and still elevated (albeit moderating) inflation.

More 5 to 10 minutes
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Monthly Cross Asset 2.12.2022 When fiscal policy puts the European institutions under pressure

After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.

More 5 to 10 minutes
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Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

More > 10 minutes
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Monthly Cross Asset 7.11.2022 For the Fed, the impossible QT

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

More 5 to 10 minutes
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Investment Talks 4.11.2022 1-2 November FOMC meeting: debating a downshift, not a pivot

Understanding the outcome of the November FOMC meeting and its market implications

More 5 to 10 minutes
Research Center - 2022.10 - A dovish pivot from the ECB
Investment Talks 28.10.2022 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.

More 5 to 10 minutes
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Monthly Cross Asset 12.10.2022 Too early for a Fed pivot

The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.

More 5 to 10 minutes
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Monthly Cross Asset 12.10.2022 TLTRO in the context of ECB policy normalisation

TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.

More 5 to 10 minutes
Pension Funds letter
Letter 5.10.2022 Amundi Pension Funds Letter - Special Edition: UK LDI Crisis

Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related to their leveraged LDI strategies.

More > 10 minutes

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