Eurizon's podcast

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

Eurizon Weekly, 26 april. The main market mover last week was the Fed, that confirmed rate hikes aimed at fighting high inflation, and China, where new Covid variants are spreading and prompting increasingly drastic restrictive measures. Special report by Stefano Cucchi.
Audio recorded on 26 Apr. 2022

Stock markets slowing further, confirming uncertainty over the introduction of restrictive monetary policies. Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Audio recorded on 19 April 2022.

Market focus is back on the high level of inflation and on the restrictive turn taken by the central banks in an attempt to contain it: Stefano Cucchi takes a closer look. Audio recorded on 11 Apr. 2022