Eurizon's podcast

Profit-taking continues on the major global stock markets, and in the US in particular.
Anticipation is high ahead of the Fed’s next moves. Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, shares his views.
Audio recorded on 24 Jan. 2022

Caution prevailed on the markets last week. Stefano Cucchi, of our Macro Research & Product Specialist team, explains why and takes a look at the main themes.
Audio recorded on 17 Jan. 2022

In the first week of the year, government yield curves moved towards a normalisation and the global stock markets slowed. Andrea Conti, Eurizon’s Head of Macro Research, shares his insights.
Audio recorded on 10 Jan. 2022

In 2022 global growth will slow, after accelerating in 2021, and this should aid an easing of inflation pressures. In a context of sustainable growth and declining inflation, the reduction of monetary stimulus by the central banks should be well tolerated by the markets. Pro-cyclical approach confirmed to portfolio management.
Audio recorded on 22 Dec. 2022

Market volatility easing back thanks to the in part thanks to more reassuring context in terms of the resilience of growth. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team offers his insights. Audio recorded on 13 Dec 2021

Uncertainty on the markets and caution among investors.
Audio recorded on 6 Dec. 2021

In a short audio, Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning in December. Data confirm that the economic recovery is on track, albeit at a more moderate pace than in the opening months of the year, and despite tensions over inflation in the US and in Europe. In China, still no sign of an easing of credit conditions, despite the macro slowdown. And China is the topic of the special report by Stephen Li Jen, CEO of Eurizon SLJ Capital.
Audio recorded on 24 Nov. 2021

Markets unchanged last week and investors cautious. Inflation back up in October.
Audio recorded on 22.11.2021

US inflation data stole the show last week. Our analysis of the effects on the markets.
Audio recorded on 15 Nov. 2021

Stefano Cucchi, of Eurizon’s Macro Research & Product Specialist team, analyses last week’s market trends, with support coming from the US labour market and in particular the much-anticipated announcement of the Fed’s tapering. A dedicated focus piece on the US central bank is offered by Laura Pozzini, also of Eurizon’s Macro Research & Product Specialist team.
Audio recorded on 08 Nov. 2021.