Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views;
• Weekly Market Directions;
• Global Investment View Infographic.

Financial analyst analyzing market insights

Monthly Market Views: December 2024

2024_12 - Monthly Market Views-EN Long

Monthly Market Views: December 2024

Commentary by Monica Defend

4 themes driving markets:
  • Fed to reassess policy easing speed and timing;

  • New policies could stimulate short term US growth; 

  • Europe balancing fiscal rules with productivity investments; 

  • China signals expansionary measures amid tariff concerns. 

Weekly Market Directions: 25th - 29th November, 2024

Consumer confidence sparks Black Friday 

Key takeaways:
  • Rising consumer confidence bodes well for the upcoming holiday season.

  • Trump’s announced policies are boosting market sentiment, but they may add inflationary pressures later on.

  • Uncertainty on the inflation path will make the Fed increasingly data-dependent.

Weekly Market Directions: 25th - 29th November, 2024

weekly market directions

Global Investment Views Infographic: November 2024

Global Investment views

Global Investment Views Infographic: November 2024

Mixed economic signals open up opportunities

4 trends identified for the month ahead:
  • Easing inflation positive for government bonds

  • Quality makes all the difference in corporate credit

  • Allure of emerging markets stays high

  • Search for bright spots in equities

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.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 08 May 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: 1 July 2024

Marketing Communication