13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.
19/11/2025 Equity Think global beyond the tech race The AI story is going global: look beyond US mega caps to diversified, attractively valued regions gaining momentum.
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...
