Commentary by Monica Defend
4 themes driving markets:
- Germany's fiscal shift and the EU's defence push
- Tariffs threaten US growth more than inflation
- Trade policy uncertainty makes Fed's task harder
- China's fiscal support boosts sentiment
Monthly Market Views: April 2025
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2025_04- Monthly Market Views - EN Long
Monthly Market Views: April 2025
Weekly Market Directions: Week of 17-21 March 2025
Central banks on hold as uncertainty mounts
Key takeaways:
- In light of rising economic headwinds from uncertainty around global trade, the Fed kept a wait-and-see approach.
- Rising uncertainty amid higher US tariffs was mentioned by the BoJ as a factor to keep rates on hold in March.
- The BoE also left rates unchanged in March due to ambiguity over international trade and a weakening domestic economy.
Weekly Market Directions: Week of 17-21 March 2025
Global Investment Views: March 2025
Global Investment Views: March 2025
Markets between love and fear
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: February 2025
What Trump 2.0 means for the economy and markets
Find the latest edition of our monthly publication and learn more about the impact of Donald Trump's second presidency.
Cross Asset Investment Strategy: February 2025
Investment Talks: March 2025
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
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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