• Eurizon's podcast

  • Di: EURIZON
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Eurizon's podcast copertina

Eurizon's podcast

Di: EURIZON
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  • Riassunto

  • Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers.

    Enjoy listening to Eurizon’s podcasts!
    Copyright EURIZON
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Episodi
  • Stock indices positive waiting on us inflation

    Stock indices positive waiting on us inflation
    May 13 2024
    Eurizon Weekly, 13 May 2024. The stock markets performed well in the course of last week, benefiting from the stabilisation of government bond yields and from the quarterly corporate earnings reports. The macro picture confirmed that the US economy, while still solid, is not heading for an overheating phase, whereas in Europe industrial output showed signs of weakness, fuelling investor expectations for the opening of the ECB’s rate cut cycle in June. Investor focus is now entirely on the US inflation reading, out on Wednesday, called to validate the soft-landing scenario priced in since the beginning of the year. Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Audio recorded on 13 May 2024.
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    5 min
  • Eurizon’s positioning for May 2024

    Eurizon’s positioning for May 2024
    May 2 2024
    Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for the month ahead, in light of a baseline scenario that combines stable growth in the US and a gradual reacceleration in the Eurozone. Inflation seems to be stabilising and is close to target in the Eurozone, but still above target in the US. Impact of geopolitical themes modest.
    Audio recorded on 30 Apr. 2024.
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    6 min
  • Stock markets pushed back into positive territory by quarterly results

    Stock markets pushed back into positive territory by quarterly results
    Apr 29 2024
    Eurizon Weekly 29.04.24 The stock market recovered supported by quarterly earnings reports as well as by a macro picture still benefiting from a solid consumption trend. The re-pricing of monetary policy expectations continues Stefano Cucchi, of Eurizon’s Macro Research & Product Specialist team, takes a closer look. Laura Dalbosco, of the same team, reports on PMI indicators. Audio recorded on 29 April 2024.
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    5 min

Sintesi dell'editore

Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers.

Enjoy listening to Eurizon’s podcasts!
Copyright EURIZON
Management Finanza personale Economia
Mostra di più Mostra meno

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