Eurizon Weekly, 06.10.2025. Stock markets posted a positive weekly performance despite the start of the shutdown in the USA: at the moment, the market does not seem particularly concerned, instead expecting an agreement to be reached within a reasonable time frame. Investor focus remains on the US labour market, which will determine the timing of the Fed’s rate cuts, and on the next season of quarterly earnings. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 06.10.2025