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: May 2026

2026_MAY - Monthly Market Views-EN

Monthly Market Views: May 2026

Interview with Monica Defend

4 themes driving markets:

  • Higher energy prices dampen growth
  • Central banks will be crucial to watch
  • Europe’s time for strategic autonomy
  • Gold still matters as a diversifier*

     

Watch the full review with Monica Defend, Head of Amundi Investment Institute.

Weekly Market Directions: Week of 11 May - 15 May 2026

Inflation question haunts the market
 

Key takeaways:
  • US input price inflation accelerated in April, coming in significantly above market expectations.
  • Bond yields, particularly short-dated ones, are moving higher owing to higher near-term inflation expectations. Additionally, a recent auction of 30-year USTs was completed at yields close to 5%, for the first time since 2007.
  • We think the Fed would like to balance the need to control inflation with any potential fragilities in the economy. 

     

Weekly Market Directions: Week of 11 May - 15 May 2026

Weekly market directions

Global Investment Views: May 2026

global investment views

Global Investment Views: May 2026

Shifting near-term narratives

 

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: May 2026

Emerging markets: built to rise

 

Find the latest edition of our monthly publication, exploring the macro impact, the geopolitical angle and the investment implications.

Cross Asset Investment Strategy: May 2026

cross asset investment strategy

Investment Talks: March 2026

Implications of US-Israel strikes on Iran

Investment Talks: March 2026

Implications of US-Israel strikes on Iran

 

Read our latest Investment Talks to learn how disruptions from the Iran crisis could impact various regions and what this could mean for investors.
 

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.

*Diversification does not guarantee a profit or protect against losses.

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