Trade wars continue to complicate policy decisions - Global Investment Views by Outerblue Convictions
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Trade wars continue to complicate policy decisions - Global Investment Views by Outerblue Convictions
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The spring meetings in Washington are a useful platform to gauge opinion of policymakers, economists, bankers and investors from around the world. In this latest edition of our monthly investment views podcast, Monica Defend, Head of Amundi Investment Institute, catches up with Swaha Pattanaik on her return from the US to share Amundi’s latest investment views and talk about the mood in Washington, and what this might mean for the markets.
They discuss the impacts of US tariffs and the retaliatory measures on the global economic outlook, looking particularly at the consequences for growth and inflation expectations. They also consider what’s next for central bank moves and Amundi's forecasts for interest rates. Finally, they wrap up with the main convictions for some of the major global currencies, as well as the equity markets and some of the big things to watch in emerging markets.
Topics covered: Investment views, global outlook, growth, inflation, forecasts, economics, equities, tariffs, US, Europe, emerging markets,
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