Eurizon's podcast

The Globe, Eurizon’s view on the markets and its investment choices: February 2023.
The Globe: February 2023. With inflation on the decline again in December in the US and in the Eurozone, focus is increasingly on the macro slowdown. Data are adding credibility to the hypothesis of a soft landing, rather than a sharp slowdown of the economy (hard landing). Reacceleration of the Chinese economy confirmed, on the other hand. Find out how we are positioned for February.
Audio recorded on 30 Jan. 2023

Over the past week, caution prevailed on the markets, with investors waiting for confirmative evidence from both macro data and the corporate earnings season, that has begun in the United States. Stefano Cucchi, of Eurizon’s Macro Research team, offers his weekly analysis
Audio recorded on 18.01.2021

Twenty-Twenty-One began as 2020 ended: stock markets recovering, rates stable but slightly on the rise in the US, weaker dollar.
Investors are embracing a positive outlook for 2021, reassured by the outcome of the runoff elections in Georgia, which allowed the Democrats to take full control of Congress, as well as by the opening of the vaccination campaign. Eurizon Analysis and positioning with Andrea Conti.
Audio recorded on 11.01.2021

Eurizon’s view takes the name “The Globe”: discussing the markets means not only stacking up numbers and charts, but also – and especially – understanding the world and facts. 
Audio recorded on 17.12.2020

Marginally higher volatility, stock indices consolidating in line with highs, caution back on the government bond markets as well. The main factor in removing near term uncertainty will be verification of the actual efficacy of the anti Covid-19 vaccine, and how it will be distributed. Different picture in the medium term, with reassuringly strong monetary and policy support.
Audio recorded on 14 Dec. 2020

Distribution of the first doses of the vaccine in some countries, and the opening of negotiations on the fiscal stimulus package in the US, instilled confidence in the stock markets. Rate normalisation process under way, business confidence strong in November, with positive signals from the global manufacturing PMI index. The Eurizon Macro Research team offers its analysis.
Audio recorded on 4 Dec. 2020

December 2020: economic cycle, view and portfolios update.
Audio recorded on 25.11.2020

The uncertainty clouding the markets a few weeks ago seems to have eased, while not disappearing entirely. The markets are experiencing a consolidation phase in waiting to assess the debate on the tax reform in the US and how the anti-Covid vaccine will be distributed. The virus is still a decisive factor, but is raising fewer fears, at least on the financial markets.
Audio recorded on 23.11.2020

Last week interest rates rose marginally, in a context from which the markets drew positive signals from the outcome of the US elections and the announcement of Pfizer-BioNtech’s anti-Covid 19 vaccine. New macro data due for release in the week.
Audio recorded on 16.11. 2020

Discover the major economic news marked out the financial markets in the month of October.
Watch the video available from November 13th 2020.