Choppy markets in a moment of truth for rates
Tuesday 23 February 2021
Amundi Institute, Market News
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of DM, where we have been lowering our forecasts.
Amundi Investment Insights Unit – Monthly Implementation Ideas
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(Week 1st April - 5th April)In this edition of Amundi's Weekly Market Directions: Rotations at play in equity markets In a strong start to the year, equity markets showed signs of rotation in favour of Europe and Japan. European equities may benefit from their valuation appeal, while Japan from the domestic investor demand. During the week, tensions in the Middle East pushed oil to the highest level since October. Download the Weekly Market Directions (EN)