Eurizon's podcast

EURIZON
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Eurizon's podcast

Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers. Enjoy listening to Eurizon’s podcasts!

  1. Positioning for January 2025

    2 DAYS AGO

    Positioning for January 2025

    “The Globe”, January 2025. Positive growth in the US continues, as also the moderate expansion in the Eurozone. The loosening of the monetary restriction implemented by the central banks to curb inflation also continues. Anticipation ahead of the opening of the mandate of the new US administration holds the potential to generate volatility on the markets, although the baseline scenario remains favourable. Find out how Eurizon is positioned for the opening of 2025 with Andrea Conti, Head of the AM company’s Macro Markets department. Audio recorded on 17 Dec. 2024.

    6 min
  2. Stock markets cautious ahead of the FOMC

    4 DAYS AGO

    Stock markets cautious ahead of the FOMC

    Eurizon Weekly 16 Dec. 2024. The macro picture that is taking shape is outlining a certain divergence between the European Union and the United States. Investor focus is now on the next FOMC meeting, expected to provide indications on the next US monetary policy management moves. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team. Audio recorded on 16 Dec. 2024.

    5 min
  3. Markets upbeat in waiting on the central banks

    DEC 9

    Markets upbeat in waiting on the central banks

    Eurizon Weekly 9 Dec. 2024. Last week focus was back on macro dataIn the US yields dropped, with labour market data staying positive. In Europe, political uncertainty in France kept German rates stable at the previous week’s levels. However, the fall of the government and anticipation ahead of the appointment of a new prime minister have not generated excessive volatility. The stock markets also performed well in the week, with the S&P 500 index consolidating new all-time highs. Focus is now shift on central bank decisions over the next few weeks. The mix of growth and inflation expectations will be decisive in defining the timeline the two major central banks will follow in lowering rates. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 9 Dec. 2024

    5 min
  4. Positioning for December 2024

    NOV 28

    Positioning for December 2024

    “The Globe”, December 2024. The baseline scenario combines positive growth in the US with a moderate expansion in the Eurozone. The central banks are removing the monetary restriction put in place to hold back inflation. The virtuous scenario seems to be in part priced in by the markets, and anticipation ahead of the new US administration’s mandate holds the potential to generate temporary volatility on the markets. Find out how Eurizon is positioned for December 2024 with Andrea Conti, Head of Macro Markets at Eurizon. Audio recorded on 28 Nov. 2024.

    5 min
  5. Stock markets up on confidence data

    NOV 25

    Stock markets up on confidence data

    Eurizon Weekly 25 Nov. 2024. Last week US government bond yields were stable, pricing in a still positive macro picture, supported by services. In Europe yields priced in a weaker macro picture, tied to business confidence data. On the stock markets, the strength of the US economy on the one hand, and the weakening of the European on the other, had a positive impact. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 25 Nov. 2024.

    5 min
  6. US yields on the rise, with Trump and macro data

    NOV 18

    US yields on the rise, with Trump and macro data

    Eurizon Weekly 18 Nov. 2024. In the US, the mix of solid macro data and the first rumours on the new Republican administration’s appointments translated into higher US yields and into a further appreciation of the dollar. The global stock markets incurred profit-taking in the week across the board. Andrea Conti, Head of Macro Markets at Eurizon, takes a closer look. Audio recorded on 18 Nov. 2024.

    5 min
  7. The US stock market celebrates with Trump

    NOV 11

    The US stock market celebrates with Trump

    Eurizon Weekly 11 Nov. 2024. The key event of the week were the US elections. Trump’s victory met the expectations of most investors, although such a clear win was not entirely priced in. This translated into very strong gains on the US stock markets. Uncertainty over the actual evolution of the macro picture left European and US interest rate markets close to their previous levels. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team reports. Audio recorded on 11 Nov. 2024.

    5 min
  8. Positioning for November 2024

    OCT 31

    Positioning for November 2024

    “The Globe”, November 2024. The baseline scenario combines positive growth in the US and a moderate expansion in the Eurozone. The central banks are removing the monetary restriction put in place to slow inflation. The virtuous scenario seems to be partly priced in by the markets, and the outcome of the vote in the US holds the potential to generate temporary volatility on the markets. Discover Eurizon’s positioning for November 2024 with Andrea Conti, Head of Macro Markets at the AM company. Audio recorded on 30 Oct. 2024.

    6 min
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About

Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers. Enjoy listening to Eurizon’s podcasts!

Information

  • Creator
    EURIZON
  • Years Active
    2020 - 2024
  • Episodes
    96
  • Rating
    Clean
  • Copyright
    © Copyright EURIZON
  • Show Website
    Eurizon's podcast

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