Andrea Conti, Head of the Eurizon Macro Research & Product Specialist team, explains Eurizon’s positioning for August 2023 in consideration of a baseline scenario that combines falling inflation, albeit still above target, and resilient economic activity despite the monetary restriction, reason for which the central banks are in no hurry to declare the rate hike cycle as over.
Audio recorded on 27 July 2023.

Eurizon Weekly 24 July 2023. During the week, the government bond rate market saw yields initially drop following the release of UK inflation (lower than expected), only to rise back in the wake of the release of jobless claims data in the US, that told the story of a still very solid labour market. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 24 July 2023.

Eurizon Weekly 17 Jul 23. Declining inflation and labour market conditions that are still distant from recessive dynamics helped restore a soft-landing baseline scenario for the US economy. Andrea Conti, Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Audio recorded on 17 July 2023.

Eurizon Weekly 10 July 23. the US economy is still strong and does not seem set to help ease price pressures any time soon, forcing the Federal Reserve to keep a hawkish stance. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 10 July 23.

Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning as we enter July 2023, in light of a baseline scenario that combines a sluggish decline of inflation with slowing but still positive economic growth. Resilient growth is prompting the central banks to keep up monetary restriction, that nonetheless seems to be approaching completion.
Watch the video to find out how we are positioned for July.
Audio recorded on 28 June 2023.

Eurizon Weekly 26/06/23. Last week, government bond rates were confirmed at the same levels as in the previous week, whereas the stock markets incurred losses. Stefano Cucchi, of Eurizon’s Macro Research & Product Specialist team, takes a closer look.
Audio recorded on 26 June 2023.

Eurizon Weekly 19 June 2023. Last week the US inflation and the Fed and ECB decisions were in line with expectations. Andrea Conti, head of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Audio recorded on 19 June 2023.

Eurizon Weekly 12 June 23. With a still solid economy, and core inflation pulling back more slowly than expected, the Fed is called to confirm the hiatus in the rate hike cycle it had previously announced, whereas the ECB should confirm the rate hike path as it had outlined, with no further accelerations. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 12 June 2023.

Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for the month of June 2023, in view of a baseline scenario that points to slowing economic growth and declining inflation, albeit still higher than central bank target rates.
Audio recorded on 30 May 2023.

Eurizon Weekly 22 May 2023. US growth, and therefore the evolution of prices, are back at the heart of market dynamics. Stefano Cucchi of the Eurizon Macro Research & Product Specialist team Eurizon takes a closer look. Audio recorded on 29 May 2023.