‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. We await the end of the shutdown to assess the strength of the US economy. However, indicators coming from corporate profits remain positive. In Europe, the focus is on investment plans in defence and infrastructure. Discover Eurizon's positioning for November 2025 with Andrea Conti, Head of Macro Markets Analysis.
Audio recorded on 28.10.2025.