3/02/2026 Podcasts Tracking the trends in a time of rupture - Global Investment views by Outerblue Convictions In this month's edition, discover our insights on Davos and what the rupture in international order means for policy, markets and the monetary outlook....
17/11/2025 US corporate earnings season nears close The Q3 US corporate earnings season has boosted market sentiment, but concerns remain over high prices in some sectors.
3/11/2025 Fed cut rates, more to come in December Amundi assesses the Fed’s October cut and probability of further Fed Rate Cuts in December, analysing labour-market risks, tariffs passthrough and inflation...
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
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...
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.