Amundi Investment Institute’s latest Weekly Market Directions offers expert analysis on macro and market implications following the passage of the $3.4T US tax bill and mixed economic signals.
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Deficit trajectory in focus: Expanding US debt and deficit projections may pressure long-dated Treasury yields and increase dollar volatility.
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Regional rebalancing: Emerging market and European assets could gain favour as investors seek alternatives amid US fiscal uncertainty.
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Diverging data trends: Weak private-sector hiring in the US contrasts with South Korea’s strong export rebound, highlighting asymmetric global growth.
Read the full report for tactical perspectives and portfolio positioning guidance across regions and asset classes.
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