Eurizon's podcast EURIZON
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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!
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Eurizon’s positioning for May 2024
Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for the month ahead, in light of a baseline scenario that combines stable growth in the US and a gradual reacceleration in the Eurozone. Inflation seems to be stabilising and is close to target in the Eurozone, but still above target in the US. Impact of geopolitical themes modest.
Audio recorded on 30 Apr. 2024. -
Stock markets pushed back into positive territory by quarterly results
Eurizon Weekly 29.04.24 The stock market recovered supported by quarterly earnings reports as well as by a macro picture still benefiting from a solid consumption trend. The re-pricing of monetary policy expectations continues Stefano Cucchi, of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Laura Dalbosco, of the same team, reports on PMI indicators. Audio recorded on 29 April 2024.
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Markets held back by rates and geopolitical tensions
Eurizon Weekly 22.04.24. The risk of a potential escalation in the Middle East, combined with uncertainty over the future path of interest rates, in the US in particular, translated into a rather volatile week on all the major markets. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 22 Apr. 2024.
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US inflation and geopolitics holding back the markets
Eurizon Weekly, 15 Apr. 2024. US inflation rose and beat expectations on the upside for the third month in a row, and combined with the risk of the crisis in the Middle East spreading, with the direct involvement of Iran, fuelled uncertainty among investors. Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Audio recorded on 15 April 2024.
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Markets held back by the strength of the US economy
Eurizon Weekly 8 April. 2024. In the course of the week, the mix of US macro data and statements made by Fed officials generated renewed uncertainty over the policy rate reduction path. This translated into a marginal rise of government bond yields, while the major stock indices consolidated at their previous levels. Focus will mostly stay on the US market and on the Fed. Stefano Cucchi, of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 8 April, 2024. -
Eurizon’s positioning for April 2024
Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for the coming month, in light of a baseline scenario that combines a slower downtrend of inflation compared to the second half of 2023, stable growth in the US, and signals of the slowdown in the Eurozone coming to an end. The central banks have declared they intend to cut policy rates, but not before mid-year. Geopolitical themes are having a modest impact.
Audio recorded on 28 March 2024.