The Globe: July 2022. The AM company’s positioning faced with inflation growth and the measures being put in place by the central banks to contain it. The US inflation reading for May outlined a further increase, prompting the Fed to accelerate its rate hike cycle. Futures are now pricing in a point of arrival for fed funds at 3.5% by the spring of 2023. The ECB has also taken a more hawkish stance.
Audio recorded on 29 June 2022

Eurizon Weekly, 27 June 22. In the spotlight last week were data on business confidence, that came in weaker than expected, and that helped generate positive return on the markets. Stefano Cucchi takes a closer look.

Audio recorded on 27 June 2022

Eurizon Weekly, 20 June 22. In the course of the week the Fed and ECB meetings confirmed their increasingly hawkish monetary policies in an attempt to fight inflation, generating volatility on the markets. Stefano Cucchi takes a closer look.
Audio recorded on 20 June 2022

Eurizon Weekly, 13 June 2022. In the US, inflation continued to rise, confirming expectations for a more hawkish stance by the Fed. The ECB surprised the markets by taking a more hawkish stance than expected. Andrea Conti takes a closer look.
Audio recorded on 13 June 2022

Eurizon Weekly, 06 June 2022. Uncertainty mounting back on the markets in the wake of Eurozone inflation, and of data on business confidence. Stefano Cucchi takes a closer look at the effects on the market.
Audio recorded on 06 Jun. 2022

Eurizon Weekly, 30 May 2022. The mix of stable rates, the Fed not using even more hawkish tones, and business confidence, down but still consistent with solid growth, has proven supportive for risk assets.
Effects on the markets analysed by Stefano Cucchi.
Audio recorded on 30 May 2022

The Globe: June 2022. The AM company’s positioning faced with an intertwining of themes that are having restrictive effects on global growth. Among the main themes, US inflation has probably peaked, although its decline will be slow and non-linear. Price pressures are being kept in place in particular by the new lockdowns in China and by commodity costs.
Audio recorded on 18 May 2022

Eurizon Weekly, 16 May 2022. Despite the downward reversal of US inflation, the Fed’s restrictive monetary policy and generally still high inflation are affecting growth expectations. Andrea Conti takes a close look. Audio recorded on 16 May 2022

Eurizon Weekly, 09 May 2022. The Fed meeting was the main event of last week.
Stefano Cucchi reports on its effects on the market.
Audio recorded on 09 May 2022

The Globe: May 2022. The AM company’s positioning faced with a complex intertwining of factors, among which inflation stands out.
Audio recorded on 28 Apr. 2022