Amundi Investment Institute’s Weekly Market Directions (25 August 2025) reviews macroeconomic shifts and their implications for asset allocation.
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United States: Job growth slowed to ~35k over three months, while core inflation edged up to 3.1%; Powell’s Jackson Hole remarks fueled expectations for a September Fed rate cut.
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Europe: Equities climbed to near-March highs, supported by stronger PMI data (51.1), with both manufacturing and services expanding.
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Asia: Bank Indonesia surprised markets with a rate cut to 5%, prioritizing growth as inflation stays benign.
What are the tactical plays across regions and asset classes in this uncertain backdrop? Explore the full report for Amundi’s actionable guidance.
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