Amundi Investment Institute examines how major central banks are balancing resilient growth against persistent inflation and investment-driven demand.
- The Fed, ECB and Bank of Japan kept rates unchanged, preserving flexibility while assessing the impact of previous tightening.
- Strong AI-related investment is supporting US growth but may also add near-term inflation pressure through higher infrastructure demand.
- Bonds regained safe-haven appeal as US equities weakened, while softer yields reflected rising investor caution ahead of the US midterms.
Explore the full report for Amundi’s latest global market and policy outlook.
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