Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment Views

Financial analyst analyzing market insights

Monthly Market Views: May 2025

2025_05_ Monthly Market Views - EN Long

Monthly Market Views: May 2025

Commentary by Monica Defend 

 

4 themes driving markets:

  • High import prices could affect consumer spending and dampen growth.
  • Tariffs are putting pressure on US corporate earnings.
  • Trade policy uncertainty makes Fed’s task harder.
  • China will need to pivot to domestic consumption for growth. 
     

Weekly Market Directions: Week of 12 - 16 May 2025

US-China truce reduces tariffs for now

 

Key takeaways:
 
  • The trade deal - even if temporary - should support economic growth in both countries.
  • For the relief rally to continue, more clarity on trade policies is needed from both sides.
  • We think uncertainty will remain high and investors should maintain a global approach.

Weekly Market Directions: Week of 12 - 16 May 2025

weekly market directions

Global Investment Views: May 2025

global investment views - May 2025

Global Investment Views: May 2025

Trade war complicating the Fed’s job

 

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute. 

Cross Asset Investment Strategy: May 2025

US and China: balancing the decoupling

 

Find the latest edition of our monthly publication and learn more about the
deteriorating relationship between US and China. 

Cross Asset Investment Strategy: May 2025

Cross Asset Investment - May

Investment Talks: March 2025

Investment Talks - Market update on US tariffs and European news

Investment Talks: March 2025

Market update: Navigating volatility amid global shifts

 

Tariffs and European news fuel volatility. What are the implications for the financial markets?

Amundi Investment Institute


The Amundi Investment Institute platform combines an explanation of what’s going on in the economy and markets with implications for investors. They produce a range of regular and ad-hoc publications tailored to a wide range of readers.

*Diversification does not guarantee a profit or protect against losses.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 29 November 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 29 November 2024
Doc ID: 4062410