The perspective of a turnaround in monetary policy is not going to vanish, and the tapering topic will be back probably sooner than later.
Amundi Asset Management
2023 Top 500 ranking: 8
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PodcastOuterblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues
Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks appear undecided on their next steps in light of the mixed signals coming from their economies. What will this cautious stance from central banks mean for the world’s economies?
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White papersGlobal Investment Views - October 2023
“Markets have not priced in the risks related to the credit cycle, volatility in inflation figures (to the upside and downside), and any kind of landing for the US economy. We maintain our quality bias.”
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White papersCross Asset Investment Strategy - September 2023
Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
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