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US economic resilience under watch;
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Central banks divergences in sight;
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Geopolitics and US elections in focus;
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Emerging markets are powering ahead.
Mois
March 2024
4 themes driving markets:
Point Marché - Avril 2024
4 themes driving markets:
Avril 2024
4 themes driving markets:
2023_03 - Amundi Market Review - Investment Views - EN ST
4 themes driving markets:
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US domestic demand weakening;
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Inflation could continue to fall;
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Central banks to cut policy rates; ;
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Corporate earnings could become more important.
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