The markets are stabilising again and have resumed pricing in a normalisation of the macroeconomic picture going forward, after the previous week’s setback in the wake of the Fed meeting, that had set the stage for a future interest rate hike.
Andrea Conti, in charge of Eurizon’s Macro Research team, offers his Macroeconomic analysis and explains the reasons behind the markets’ reaction in our weekly rendezvous.
Audio recorded on 28.06.2021