‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. US employment data and investment plans in Europe will be monitored in the immediate future.
The fact that the Fed is once again reducing rates is an element of support for the economic cycle. Discover Eurizon's positioning for October 2025 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 25 September 2025.