The baseline scenario combines stable growth in the US with a gradual reacceleration in the Eurozone. Inflation seems to be stabilising at close to the ECB’s target rate, but in the United States is still above the Fed’s target. The French elections are a source of temporary volatility.   Discover Eurizon’s positioning for July 2024 with Andrea Conti, Eurizon’s Head of Macro Markets. Audio recorded on 2 July 2024.