Monetary policy
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Global Investment Views 24.03.2023 Global Investment Views - April 2023
21

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

More > 10 minutes
  • 21
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Investment Talks 23.03.2023 Fed delivers a dovish hike: a rate cycle peak may be close
35

Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.

More 5 to 10 minutes
  • 35
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Investment Talks 21.03.2023 A global assessment of the implications of recent banking sector developments
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Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors, Emerging Markets and overall cross asset investment stance.

More 5 to 10 minutes
  • 90
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Investment Talks 17.03.2023 ECB increases rates: the job on inflation is not done yet, but expect a softer path
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Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes
  • 43
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Monthly Cross Asset 8.02.2023 Why and what if inflation falls faster than expected?

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected.

More 5 to 10 minutes
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Investment Talks 7.02.2023 Fed continuing to downshift: 31 January-1 February FOMC review

Review of the February FOMC meeting and its market implications.

More 5 to 10 minutes
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Investment Talks 3.02.2023 ECB-inspired rally risks going too far

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes
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Investment Talks 19.12.2022 Hawkish surprise from the ECB

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes
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Investment Talks 16.12.2022 Fed: Staying the course until the job is done

Understanding the outcome of the December FOMC meeting and its market implications.

More < 5 minutes

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