Calm waves mask shifting undercurrents - Global Investment views by Outerblue Convictions
Description
While Europe headed to the beach, journalists were kept busy with the newsflow out of the US this summer, as central bank independence, new tariff announcements and foreign affairs negotiations continued to make headlines.
Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, return to their desks to catch-up you up on what all the developments mean for market outlook and how our investment views are evolving to keep pace.
This episode takes a closer look at the shifting undercurrents in the US market: tariffs, labour figures, policy and inflation uncertainty. We dig deeper into how the current political pressures are effecting markets, in particular the current challenges to the Federal Reserve's independence and the moves on the US Treasuries yield curve.
We also take a closer look at valuations in the US equities markets and see how the Indian and Chinese economies have been holding up against the new tariff announcements.
Topics covered: Investment views, markets, forecasts, US economy, US dollar, central banks, Federal reserve, interest rates, monetary policy, tariffs, yields, equities, fixed income, treasuries, GDP, India, China,
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