This Special Edition of Weekly Market Directions by Amundi provides an outlook for 2025, focusing on global economic resilience and key investment themes.
• Global Growth: U.S. transitions to slower but steady growth; Europe faces modest recovery with inflation nearing target.
• Key Markets: U.S. equities gain from tax reforms and deregulation; gold remains strong due to geopolitical risks.
• Emerging Markets: China deploys fiscal measures to counter tariffs, while India’s infrastructure investments drive robust growth.
• Monetary Policy: ECB continues easing, while the Fed maintains a cautious path on rate cuts.
For detailed strategies and actionable insights, access the full report.
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