Amundi’s Global Investment Views (Oct 2025) outlines key macro and market dynamics across regions and asset classes.
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The U.S. faces a stagflationary tilt: slowing consumption alongside sticky inflation, with the Fed expected to cut rates twice more this year despite elevated CPI.
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The ECB is likely to lag the Fed in easing, risking policy over-caution as U.S. tariffs weigh on European exports and growth.
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While equity enthusiasm is led by AI and tech, Amundi stresses selectivity—favoring European mid-caps, UK income plays, and Japanese reforms over stretched U.S. growth stocks.
How should investors balance optimism around monetary easing with caution on valuations? Explore the full report for deeper insights
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