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: May 2025

2025_05_ Monthly Market Views - EN Long

Monthly Market Views: May 2025

Commentary by Monica Defend 

4 themes driving markets:

  • High import prices could affect consumer spending and dampen growth.
  • Tariffs are putting pressure on US corporate earnings.
  • Trade policy uncertainty makes Fed’s task harder.
  • China will need to pivot to domestic consumption for growth. 

Weekly Market Directions: Week of 5 - 9 May 2025

Fed’s policy dilemma 

 

Key takeaways:
  • The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
  • This policy divergence is a result of higher consumer inflation expectations, which the Fed likely considered in its latest decision.
  • In contrast, the ECB faces limited risks on inflation, for now. This calls for a global approach to asset allocation.

Weekly Market Directions: Week of 5 - 9 May 2025

Weekly Market Directions

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.

*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