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...
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.
15/09/2025 Geopolitics Multipolar world in action Explore the evolving Multipolar World in 2025, highlighting geopolitical hedging, US-China dependencies, and the Great Diversification trend, with key...