H2 2022 Investment Outlook - Life above zero: investors’ jou...
Must read articles
UPADHYAYA Paresh
Investment Talks
17.06.2022
14-15 June FOMC meeting: Fed becoming worried about inflation expectations
Understanding the outcome of the June FOMC meeting and its market and implications.
More 5 to 10 minutes
Investment Talks
9.05.2022
3-4 May FOMC meeting: 50bp interest rate hike is bullish for markets
Understanding the outcome of the May FOMC meeting and its market and implications
More > 10 minutes
Investment Talks
17.03.2022
15-16 March FOMC review: we have full throttle lift off
Understanding the outcome of the March FOMC meeting and its market implications
More 5 to 10 minutes
Investment Talks
28.01.2022
25-26 January FOMC review : giving the all clear for March hike
Overall, the statement was largely consistent with investor and market expectations.
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Investment Talks
20.12.2021
14-15 December FOMC review: pressing the gas on taper
Understanding the outcome of the December FOMC meeting and its market implications.
More 5 to 10 minutes
Investment Talks
8.11.2021
Fed tapering begins: mission accomplished
The Fed preserved optionality to adjust the pace of purchases based on the economy and inflation outlook.
More < 5 minutes
Insights Paper
18.06.2021
Biden agenda: tackling income inequality and its potential inflation impact
The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike. We assess the likelihood of long-term success and, finally, the potential inflationary consequences.
More > 10 minutes
Investment Talks
17.06.2021
June FOMC review: the talk of talk of tapering has begun
At its June meeting, the Fed kept the federal funds rate unchanged, in line with market expectations. However, the markets were a little surprised by the 5 bp hike in the interest rate on excess reserves (IOER) and the reverse repo program (RRP).
More 5 to 10 minutes
Investment Talks
8.01.2021
Biden and Democrats take control despite Trump protesters
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The stunning developments on Capitol Hill will not change the significance of the Georgia election, which will have far-reaching implications
More < 5 minutes- 114
Amundi on Twitter
22 hours 31 min
🇮🇹 [#BTP] Fari puntati sul debito pubblico italiano e relativo spread dei titoli di stato, nonchè sulle mosse della #BCE per prevenire il rischio di frammentazione. Scopri di più nell'analisi di Cosimo Marasciulo ⤵️ https://t.co/7cGYQUNbNC
1 day 2 hours
🚀#IntegratedReport | Creating value for our clients means being one step ahead of technology. For example, by developing new functionalities for ALTO*, the heart of our platform. ➡ To know more, visit https://t.co/ditj22CERs *Amundi Leading Technologies & Operations https://t.co/rCgwRaHBer
2 days 23 hours
📜 [Instit.Invest.] Markets are entering a tough phase of the regime shift as the risks over economic growth add to the red hot inflation backdrop. Our experts assess the investment implications of the repricing currently underway. To discover ⤵ https://t.co/MSShiaIohX
3 days 5 hours
🇩🇪 #Märkte | Die letzte Börsenwoche im Rückblick und aktuelle Analysen der Amundi-Experten – für Sie kompakt aufbereitet. Aktuelles Fokusthema: Die #Inflation stellt die #Zentralbanken weiterhin vor erhebliche Probleme. Jetzt lesen: ⤵ ➡https://t.co/jhUsLOcslo https://t.co/IO87ITUcgK
3 days 19 hours
📜 [Instit.Invest.] The apparent decline in the cost of capital and the underinvestment in the old economy over the past years has created a major distortion in the macroeconomic and financial landscape. Read on our expert’s analysis⤵ https://t.co/vKqDatksxi
1 week
🇮🇹 #Intervista | L'#energia è una risorsa sempre più preziosa e contesa. L'#idrogeno potrebbe essere la chiave di volta di una #transizioneenergetica non più rinviabile. Ne ha parlato Paolo Proli in una puntata di SpeechBox con Federico Rampini ⤵️ https://t.co/XbI12wtKgx
1 week
🇩🇪 #Märkte | Pascal Blanqué, Chairman des Amundi Instituts, sieht eine wesentliche Ursache für die drohende Stagflation darin, dass zugunsten der Technologiebranche lange Zeit zu wenig Kapital in die Old Economy investiert wurde. Mehr Lesen: ➡https://t.co/vKhX6qLxPB https://t.co/mwPESjiD4U
1 week
🌍 #AmundiWIF22 | The impacts of the pandemic and the war in Ukraine were at the heart of discussions during the #AmundiWIF22. In the context of global shocks, we asked Dr. Luiz Fernando do Amaral, how can we make sure that #NetZero stays a priority to financial stakeholders? ⬇ https://t.co/HX3JS840eB
1 week
🚀 #IntegratedReport | Amundi’s ESG ambitions are in keeping with its determination to help redefine our society on the key topics of climate change and social cohesion. To know more on our objectives and actions ⬇ https://t.co/ditj22CERs
1 week 1 day
🇮🇹 #2025Ambition | Comunicata nei suoi tratti principali la #strategia che seguiremo di qui al 2025 per proseguire nel nostro percorso di crescita. Scopri di più ⤵️ https://t.co/iQi0sHmMXp
