Positioning for June 2025 ‘The Globe’, Eurizon's investment vision. The reference scenario sees the continuation of the economic cycle as a central hypothesis. In the immediate term, the macro-impact of April’s tensions on trade tariffs, the implications for central banks and the evolution of fiscal policy measures in the US, EU and China are still to be assessed. Discover Eurizon's positioning for June 2025 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 29 May 2025.