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: June 2025

2025_06_Monthly Market Views - EN Long

Monthly Market Views: June 2025

Commentary by Monica Defend 

4 themes driving markets:

  • Tariff reductions slightly improved US growth forecasts.
  • Eurozone growth has been revised up.
  • Expect three rate cuts this year from both the ECB and the Fed.
  • Despite trade talks, US-China decoupling is likely to continue.

Weekly Market Directions: Week of 9th - 13th June 2025

US inflation less than expected 

 

Key takeaways:
 
  • Consumer prices growth decelerated in May, mainly due to lower energy prices and cooling shelter inflation.
  • The Fed is likely to remain vigilant on inflation mainly due to the impact of tariffs and volatility in energy prices.
  • We believe investors should maintain sufficient safeguards to navigate the uncertainty.

Weekly Market Directions: Week of 9th - 13th June 2025

Weekly market direction visual

Global Investment Views Infographic: May 2025

GIV - MAY

Global Investment Views Infographic: May 2025

Trade war complicating the Fed's job

 

4 trends identified for the month ahead:
  • Policy divergences boost case for European bonds
  • Emerging markets in a world of tariff
  • Rotation out of expensive equities is on track
  • Use the income potential in corporate credit

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.
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*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 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