30/09/2026 Economy & Markets The road ahead for central banks This article explains how fragmented global order, rising inflation, fiscal strain, and debt-funding shifts reshape policy coordination and market credibility...
10/10/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2024 While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...
7/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Ears to th... Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the...
4/10/2024 Investment Views Global Investment Views - October 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
17/09/2024 Cross Asset Research Cross Asset Investment Strategy - September 2024 Discover the latest insights on JPY carry trade unwinding due to US data and BoJ's stance. Explore the impacts on global growth and potential market moves.
16/09/2024 Economy & Markets The JPY carry trade: what’s next? Unwinding of the Yen carry trade accelerates amid BoJ's hawkish surprise. What lies ahead for JPY? Learn about potential market impacts and key economic...
13/09/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.