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: January

2026_01 _ Monthly Marketing Views - EN

Monthly Market Views: January

Interview with Monica Defend

4 themes driving markets:

  • US consumption supported by high-income households.
  • Diverging inflation trends in the United States and the Eurozone.
  • Fed and ECB rate cuts, BoJ to hike rates in 2026.
  • Relations between major blocs. 

Watch the full review with Monica Defend, Head of Amundi Investment Institute.

Weekly Market Directions: Week of 12 - 16 January 2026

US inflation down, but still above target

 
Key takeaways:
 
  • Productivity gains should help keep labour costs in check over the medium term.
  • The fallout from US tariffs has not yet fully shown up in inflation data; we are closely monitoring services inflation.
  • We expect the Fed to cut interest rates twice this year. Political pressures on the central bank may affect this view.

Weekly Market Directions: Week of 12 - 16 January 2026

Weekly market direction visual

Global Investment Views: January 2026

Preview of Global Investment Views paper

Global Investment Views: January 2026

Central banks easing into a thus-far resilient economy

 

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: January 2026

Geopolitics: power as policy

 

Find the latest edition of our monthly publication, exploring how fading multilateralism shifts power to resources and military might, prompting investor diversification, resilience-driven AI and defence spending, and gradual erosion of dollar dominance as new alliances and gold gain traction.

Cross Asset Investment Strategy: January 2026

Cross Asset Investment Strategy - January 2026

Investment Talks: January 2026

Preview of Investment Talks paper

Investment Talks: January 2026

Implications of the US move on Venezuela

US intervention in Venezuela raises new questions for oil markets and global geopolitics.
 

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