Eurizon's podcast

Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for the month of May 2023, in view of a baseline scenario that points to slowing economic growth and declining inflation, albeit still higher than central bank target rates. Product Specialist Cecilia Barazzetta then takes a closer look at the Corporate Bond market.
Audio recorded on 28 Apr. 2023.

Eurizon Weekly 24 Apr. 2023. Investor focus is on central bank decisions, expected in the first week of May, as the macroeconomic slowdown seems to be well managed in the different regions of the world, while inflation remains stubbornly high. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 24 Apr. 2023.

Eurizon Weekly 17 Apr. 2023. Last week yields rose slightly, the stock markets performed positively and the dollar weakened against the euro. Macro data in the USA were confirmed at the heart of market dynamics. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 17 Apr. 2023.

Eurizon Weekly, 11 Apr. 2023. This week the markets stabilised in the wake of macro data releases in the US. central bank decisions, called to balance the fight against inflation with the macro slowdown, are again the main focus of investment decisions. Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, takes a closer look.
Audio recorded on 11 April 2023

Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for April 2023, in light of the tensions that have emerged in the banking system, that could prompt less hawkish central bank stances.
Audio recorded on 30 Mar. 2023.

Eurizon Weekly 27 Mar. 2023. Main themes of the week: banking sector solidity, latest Fed decisions and macro data. Stefano Cucchi of the Eurizon Macro Research & Product Specialist team takes a closer look.
Audio recorded on 27 Mar. 2023

Eurizon Weekly, 20 mar. 2023.
Andrea Conti, head of Eurizon’s Macro Research & Product Specialist team, analyses the impact on the financial markets of the tensions affecting the banking system, explaining where they stem from, their different aspects, and pointing out the forthcoming data to watch.
Audio recorded on 20 Mar. 2023

Eurizon Weekly 13 Mar. 2023. The hardships faced by US bank SVB (Silicon Valley Bank) in completing an important capital increase to cover losses on securities, triggered by massive deposit withdrawal requests, took the markets by surprise, sparking a major risk-off movement, with a sharp decline of stock indices and government bond rates. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 13 Mar. 2023

Eurizon Weekly 6 Mar. 2023. Yields rose further in the week, in the wake of still solid macro data, stronger than expected inflation in Europe, and still resilient stock markets. Return to growth in China. Investor focus is still on the growth-inflation mix, although anticipation is high ahead of US labour market data. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 6 Mar. 2023

Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for March 2023, pointing out themes to watch and opportunities.
A closer look at the bond universe is then offered by Maria Luisa Matarrelli, Head of Developed and Emerging Government Bond and Forex.
Audio recorded on 23 Feb. 2023.