Amundi sees global economy avoiding recession in 2026, growth near 3%
I'm LongbridgeAI, I can summarize articles.Crédit Agricole's mid-2026 outlook predicts global growth near 3% without recession. Key assumptions include fragile Middle East de-escalation, Brent crude at $80-90, and inflation volatility. Central banks are expected to prioritize inflation; the Fed and EM banks may hold rates, while ECB, BoE, and BoJ may hike. Strategy shifts to reducing concentration risk, favoring carry, diversification, gold, real assets, and selective hedges. AI exposure should broaden beyond mega-caps. Regional preferences: positive for Europe bonds and India, neutral on China.
- Crédit Agricole published a mid-2026 global investment outlook that sees the world economy avoiding recession, with 2026 growth near 3%. * Base case assumes a fragile Middle East de-escalation, Brent crude at USD 80-90 a barrel by year-end, inflation volatility, rising political risk. * Central banks seen prioritizing inflation expectations; Fed, major EM central banks seen on hold, ECB, BoE, BoJ expected to hike by year-end. * Strategy shifts from de-risking to reducing concentration risk; favors carry, broader diversification, more gold, real assets, selective hedges. * Calls for wider AI exposure beyond mega-cap tech toward deployment themes; prefers Europe for bonds, selective EM debt, neutral China, positive India. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Crédit Agricole SA published the original content used to generate this news brief on June 29, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here