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: November 2024

2024_11 - Monthly Market Views-EN Long

Monthly Market Views: November 2024

Commentary by Monica Defend

4 themes driving markets:
  • Inflation remains on a downward path;

  • US economy is linked with consumption and labour markets; 

  • Fiscal policies getting increasingly important; 

  • Chinese measures show positive intention. 

Weekly Market Directions: 11th - 15th November, 2024

Inflation trend is falling

Key takeaways:
  • Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

  • On the growth front, economic recovery in Europe will continue, and, the US is also likely to avoid a recession.

  • This scenario calls for a global approach and a balanced stance across the US and Europe.

Weekly Market Directions: 11th - 15th November, 2024

weekly market directions

Global Investment Views: November 2024

giv novemver 2024

Global Investment Views: November 2024

Mixed economic signals open up opportunities

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: October 2024

Draghi’s report: a call to action for Europe’s competitiveness

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation will be hindered by fragmentation and a lack of political consensus.

Cross Asset Investment Strategy: October 2024

Cross Asset Investment Strategy

Investment Talks: November 2024

investment talks

Investment Talks: November 2024

Trump Victory: Key implications for investors

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

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.