Eurizon's podcast

Positive week for the stock markets that are benefiting in particular from a scenario that contemplates a marginal stabilisation of interest rates, that has undoubtedly helped the main stock lists resume their upswing.
Audio recorded on 15.03.2021

In general, the advancement of the vaccination campaign is keeping investors cautious and in search of clarifications on the timeline for the reopenings. However, last week the US market confirmed, mostly through government bond rates, that it is sure-footedly on a recovery path, whereas Europe is lagging behind. This week, data on US inflation and Eurozone industrial output in January will be released.
Audio recorded on 08 Mar. 2021

Analysis of the month - February
A new vaccine deal, Italy: a new government is born, Europe tries to restart. Discover the major economic news marked out the financial markets in the month of February.
Audio registered on March 4th 2021

In our investment view we maintain a moderately pro-cyclic profile, reflecting expectations of continuation with respect to macro-recovery, which also considers a tight movement in the short term period in the stock market.
Audio recorded on 25.02.2021

In the course of the week, the stock markets remained rather cautious, in waiting for greater clarity on the themes that presently seem at risk of causing volatility: the progress in administering vaccines, and fiscal stimulus in the US. Macro data on business confidence in the US (PMIs) were positive; in Europe, on the other hand, the impact is still being felt of the extension of the restrictive measures.
Audio recorded on 22.02.2021

The markets took a breather last week, with indices unchanged. Investors turned more cautious, after scoring gains the previous week on good news on vaccines and US earnings, and on expectations for an economic and political recovery in Europe, also in the wake of Mario Draghi’s appointment as new Italian Premier.
Stefano Cucchi, of Eurizon’s Macro Research team, shares his analysis.
Audio recorded on 15.02.2021

The moderately pro-cyclical profile of investment decisions is confirmed. It reflects the expected economic recovery, but it also consider a slower than expected vaccination campaign and a tightened stock market movement.
Audio recorded on 03.02.2021

Last week, uncertainty rose back on the markets. The main cause was the lower than expected number of vaccines administered globally (a new guiding theme for investors), combined with concerns tied to the new restrictive measures governments may have to put in place to contain the virus.
Audio recorded on 01.02.2021

With the exception of European indices, roughly stable last week, the stock markets continued to recover. German rates were stable, and the uptrend of US rates took a breather. Focus last week was mostly on developments concerning a number of key themes.
Following Joe Biden’s inauguration, reassurances were offered by the new US Treasury Secretary and former Fed Chairwoman, Janet Yellen, that further fiscal stimulus is on its way.
On the other hand, news on the delays in the delivery of vaccine doses in Europe deserve attention
Audio recorded on 25.01.2021

Eurizon Weekly, a closer look at the financial markets: 23 Jan. 2023
Markets cautious in waiting to verify the actual intentions of the central banks in light of slowing macro data and the sluggish decline of inflation.
Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 23 Jan. 2023