Eurizon Weekly, 27 Jan. 2025. Positive week for the global stock markets, that benefited from the less aggressive tones used by President Trump on trade tariffs, and from US macro data, that confirmed the solidity of the US economy. Caution ruled on the government bond market, with US and European rates at levels in line with the previous week’s. The dollar weakened. In waiting for the Fed’s decisions, focus remains on corporate earnings, in the technology sector in particular, grappling with the volatility triggered by Chinese competitors. Andrea Conti, Head of Market Macro Analysis at Eurizon takes a closer look. Audio recorded on 27 Jan- 2025.