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Cross Asset Investment Strategy - July 2021

Friday 09 July 2021

Market News

 

Below are our Global Investment Views

Thematic Global views:

  • Housing boom: what are the consequences for monetary policy?

This Month's Topic:

  • DM monetary policies are at a crossroads
  • EM monetary policies normalisation as the low tide is getting higher

Thematics:

  • Euro fixed income: EGB supply/demand dynamics to improve in H2-21
  • The price of self-sufficiency
  • China’s demographic headwinds

Read More (English)

Read More (French)


Monetary policies are at a crossroads

Other news

Weekly Market Directions 8th April 2024
08/04/2024 Market News

Weekly Market Directions 8th April 2024

(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)

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