Over to our experts

The Federal Reserve is expected to cut its funds rate after having observed a pause since December 2024.

Europe’s strategic autonomy is no longer a theory; it’s a trending headline, a policy priority, and an investment theme. But how should investors position themselves for this shift? At Candriam, we see Europe’s autonomy shift not as a short-term theme, but as a long-term, multi-sector transformation.

The ECB interest rate decision will be closely watched for how the bank balances inflation nearly at target with sluggish growth in the region.

Markets will be laser-focused on the US job report, representing one of the last major data releases ahead of the September FOMC.

Artificial Intelligence (AI) is transforming how businesses operate — and how we live. It is everywhere, from personalised product recommendations to disease diagnosis. But with great power comes responsibility.

Markets will be digesting the comments made by Central Bankers at the Economic Policy Symposium in Jackson Hole.

Markets will be digesting the outcome of the US-Russia summit on Ukraine in Alaska and the follow-up meeting with Ukrainian President Zelenskiy and European leaders in Washington.

Markets are watching whether the US-China tariff pause, set to expire this week, will be extended — impacting sentiment and upcoming economic data interpretation.