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Macroeconomic Picture - June 2022
Tuesday 07 June 2022
Market News
The second quarter of the year is becoming increasingly painful for tech stocks, recalling memories of the 2000s tech bubble bursting. The repricing of a more aggressive Fed stance has been brutal, real yields rose – the rate on 10-year TIPS has turned positive for the first time since 2020 – and on the nominal yields front, the US 10-year Treasury yield temporarily reached the 3% threshold, falling close to 2.75% on economic growth concerns. Rates are now at a level that could call for a recalibration of asset allocations.
Cross Asset Investment Strategy
Other news
Weekly Market Directions 25th March 2024
(Week 18th March - 22th March)In this edition of Amundi's Weekly Market Directions: Central banks’ divergences in sight The BoJ raised policy rates after many years, ending the era of negative interest rates. However, banks such as the Fed and BoE are looking to cut rates this year, if inflation returns to their targets These divergences in global economy and central bank policies may present opportunities in bonds and equities. Download the Weekly Market Directions (EN)
Weekly Market Directions 18th March 2024
(Week 11th March - 15th March)In this edition of Amundi's Weekly Market Directions: Gold has been shining bright this year Gold prices have been rising amid expectations of Fed rate cuts and its safe-haven allure. Declining yields on US government bonds tend to boost the demand for non-yielding assets such as gold. Fundamentals point to continuing strength, but valuations are high, which could lead to some near term volatility. Download the Weekly Market Directions (EN)
March: GIV Infographic
Global investment views.