Eurizon Weekly, 10 Oct. 2022
Rather positive week for the stock markets, that benefited in part from the slowdown in yields. Anticipation ahead of the US inflation reading. Stefano Cucchi reports.
Audio recorded on 10 Oct. 2022

The Globe: October 2022. The asset management company’s positioning faced with a scenario that, because of inflation, sees ongoing monetary restriction accompanied by downward revisions of growth, that should result in a stabilisation of rates as fears of a slowdown increase. However, uncertainty on the resilience of growth could extend volatility.
Audio recorded on 28 Sep. 2022

Eurizon Weekly, 26 Sep. 2022. Where were the stock markets at in the run-up to the vote in Italy and how have they reacted to the centre-right’s victory?
Andrea Conti, Head of the Eurizon Macro Research & Product Specialist team, takes a closer look.
Audio recorded on 26 Sep. 2022

Eurizon Weekly, 19 Sep. 2022. Last week risk aversion was widespread among investors, with yields on the rise across maturities, and stock indices on the decline. The main was the US inflation reading, that beat expectations. Stefano Cucchi reports.

Audio recorded on 19 Sep. 2022

Eurizon Weekly, 12 Sep. 2022. The main theme is still the attempt to strike a balance between fighting inflation and the resilience of medium-term growth forecasts. Stefano Cucchi takes a closer look.
Audio recorded on 12 Sep. 2022

The Globe: August 2022. The AM company’s positioning in a scenario in which investor focus is shifting from inflation to the economic slowdown. In this context, medium and long-term government yields should continue to stabilise, and the stock markets, that are already pricing in part of the macro slowdown, should be supported.
Audio recorded on 28 July 2022

Eurizon Weekly, 25 July 22. Last week was an eventful one. Stefano Cucchi takes a closer look at the effects on the markets.
Audio recorded on 25 July 2022

Eurizon Weekly, 18 July 2022. Long-term rates and stock indices on the decline in the week. European scenario still marred by multiple sources of uncertainty. Andrea Conti takes a closer look.
Audio recorded on 18 July 2022

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Eurizon Weekly, 11 July 2022. Last week was a transition week, with the markets mostly waiting on Wednesday’s US inflation reading. Andrea Conti takes a closer look.

Audio recorded on 11 July 2022