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Eurizon's podcast
Eurizon's podcast episodes
- Inflation still scaring the marketsEurizon 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. 20225 min - Stock markets recovering in waiting for US inflationEurizon 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. 20226 min - In the summer, focus is shifting to the macro slowdown: how is Eurizon positioned?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 20226 min - Signals of a slowdown, stocks positive, yields lowerEurizon 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 20226 min - Markets weak, with US inflation and EU politicsEurizon 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 20226 min - 2 min
- Markets waiting on US inflationEurizon 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 20225 min - Eurizon’s positioning as the central banks wage war on inflationThe 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 20226 min - First signs of a slowdown, stock markets recoveringEurizon 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 20225 min - Fed aggressive, markets in the redEurizon 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 20225 min
About Eurizon's podcast
From the publisher's feed
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!
Enjoy listening to Eurizon’s podcasts!