Commentary by Monica Defend
4 themes driving markets:
- US trade tariffs are introducing uncertainty.
- Central banks’ actions remain in focus.
- China weighing the timing and size of fiscal policy.
- Geopolitics is driving commodity dynamics.
Monthly Market Views: February 2025
Monthly Market Views - February 2025
Monthly Market Views: February 2025
Weekly Market Directions: Week of 10-14 February 2025
US inflation surprises on the upside
Key takeaways:
- Inflation will remain sticky in the first half of the year, and should move higher in the second half.
- The new administration’s policy should affect expected inflation, not actual inflation for now.
- The Fed could be patient on holding rates at the current level.
Weekly Market Directions: Week of 10-14 February 2025
Global Investment Views: February 2025
Global Investment Views: February 2025
Markets: a tug of war between inflation fears and optimism
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 2025
The Year of the Snake: Views on China for 2025 and Beyond
Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.
Cross Asset Investment Strategy: January 2025
Cross Asset Investment Strategy: February 2025
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.
Investment Talks: December 2024
What’s next for France
Disagreements over France’s 2025 budget have triggered some market volatility.
Investment Talks: December 2024
Investment Talks: December 2024
Investment Talks: December 2024
A short-lived crisis with long-lasting implications: first take on South Korea’s political event
The declaration of martial law by South Korea’s president came as a surprise to global 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