The Fed’s interest rate decision, economic projections, and press conference will guide market expectations on US monetary policy in H2.

Preliminary sentiment and inflation data from the US will offer fresh insight into the tariff impact on household confidence and ultimately the Fed’s policy path.

Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.

The ECB and Bank of Canada will both announce monetary policy decisions. The tone of President Lagarde’s press conference will be closely monitored for signals on how gradual or front-loaded the path of cuts may be reinforcing a synchronized easing among developed markets - except the Fed.

In 2000, Candriam took an audacious gamble : to invest in biotechnology, a field that was still little-followed by analysts at the time.

Markets will assess the fallout from Donald Trump’s tariff threats on the European Union. The move raises risks for global trade, inflation, and corporate margins.

Markets will digest the results of the first meeting in three years between Ukraine and Russia, who met in Istanbul.

The US consumer will be in the spotlight as retail sales figures alongside preliminary results from the University of Michigan Consumer Sentiment survey will be released. This will offer a window into American household spending behaviour and confidence.