Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning going forward, considering a scenario that combines declining inflation – but still above target – with slowing economic activity in the Eurozone, but not in the United States. The central banks have put their rate hike cycles on hold, but are set on keeping a restrictive stance in waiting for inflation to drop further. Modest impact on the markets of the geopolitical tensions in the Middle East.
Audio recorded on 26 Oct. 2023.