Eurizon's podcast
Episodes
Positioning for January 2026 | The Globe
18 Dec 2025
Contributed by Lukas
‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. With the end of th...
Markets cautious in the face of Fed and AI investments
15 Dec 2025
Contributed by Lukas
Eurizon Weekly, 15.12.2025. Over the course of the week, market attention focused on the Fed meeting, which decided on a 25bps rate cut. However, it a...
Caution in equity markets as investors await the Fed
09 Dec 2025
Contributed by Lukas
Eurizon Weekly, 09.12.2025. During the week, global equity markets remained stable, with investors taking a cautious stance ahead of the next Fed meet...
Positioning for December 2025
27 Nov 2025
Contributed by Lukas
‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. Following the shut...
Weak equity markets following US data
24 Nov 2025
Contributed by Lukas
Eurizon Weekly, 24.11.2025. The week saw a slight increase in equity market volatility, driven by uncertainty over the sustainability of margins linke...
Markets positive but cautious ahead of US data
17 Nov 2025
Contributed by Lukas
Eurizon Weekly, 17.11.2025. The US Congress has finally approved the extension of the spending bill until 30 January, ending the shutdown and allowing...
US jobs data reignites volatility
10 Nov 2025
Contributed by Lukas
Eurizon Weekly, 10.11.2025. As the US shutdown continues, through now finally seeming close to an end, and with the consequent lack of publication of ...
Positioning for November 2025
29 Oct 2025
Contributed by Lukas
‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. We await the end o...
Earnings, macro data and geopolitics support equity markets
27 Oct 2025
Contributed by Lukas
Eurizon Weekly, 27.10.2025. The mix of positive corporate results, solid macro data and hopes for a US-China détente has reduced volatility in equity...
Positive stock markets await earnings and US data
20 Oct 2025
Contributed by Lukas
Eurizon Weekly, 20.10.2025. In the US, the ongoing shutdown and the subsequent suspension of the publication of key macroeconomic data has led investo...
Tariffs back in the spotlight
13 Oct 2025
Contributed by Lukas
Eurizon Weekly, 13.10.2025. During the week, markets remained relatively stable amid the US government shutdown, anticipation of the earnings season a...
US shutdown does not stop the markets
06 Oct 2025
Contributed by Lukas
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...
Positioning for October 2025
26 Sep 2025
Contributed by Lukas
‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. US employment data...
The Fed resumes its rate cuts. US stocks still on the rise
22 Sep 2025
Contributed by Lukas
Eurizon Weekly, 22.09.2025. The week was dominated by the Fed: the US central bank confirmed that, given the modest impact of the trade war on inflati...
Markets positive waiting on the Fed
15 Sep 2025
Contributed by Lukas
Eurizon Weekly, 15.09.2025. A positive week overall for equity markets, with US inflation data not altering investor expectations that the Federal Res...
Markets cautious on US jobs, awaiting the Fed
08 Sep 2025
Contributed by Lukas
Eurizon Weekly, 8 September 2025. US labour market data has again shown signs of a slowdown, leading investors to strengthen expectations that the Fed...
Modest profit-taking after a positive August
02 Sep 2025
Contributed by Lukas
Eurizon Weekly, 02.09.2025. Global stock markets down slightly in a week that saw a renewed focus on political issues. Profit-taking, however, follows...
Profit-taking on the markets with tariffs and US labour figures
04 Aug 2025
Contributed by Lukas
Eurizon Weekly, 04.08.2025. A week characterised by the announcement of new tariffs by the US administration against countries with which an agreement...
Positioning for August 2025
29 Jul 2025
Contributed by Lukas
“The Globe”, Eurizon’s view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. The macro-impact...
US macro data positive, markets still cautious
21 Jul 2025
Contributed by Lukas
Eurizon Weekly, 21.07.2025. US trade tariffs are still at the centre of market dynamics: the as-yet unknown outcome of the negotiation phase is making...
Prudent stock exchanges: tariffs still causing uncertainty
14 Jul 2025
Contributed by Lukas
Eurizon Weekly, 14.07.2025. The attitude of the Trump administration, thanks to the good performance of the US economy and global financial markets, h...
Markets prudent due to tariffs and macro data
07 Jul 2025
Contributed by Lukas
Eurizon Weekly, 07.07.2025. This week saw US price lists continue to gain ground, while the rest of the global price lists remained slightly below pre...
Positioning for July 2025
26 Jun 2025
Contributed by Lukas
‘The Globe’, Eurizon's view. The reference scenario sees the global economic cycle continuing. The finalisation of trade agreements and fiscal pol...
Markets cautious in the face of tensions in the Middle East
23 Jun 2025
Contributed by Lukas
Eurizon Weekly, 23.06.2025. Global financial markets remain at last week’s levels and investors are hanging fire, waiting to assess the developments...
Geopolitical tensions hold back markets
16 Jun 2025
Contributed by Lukas
Eurizon Weekly, 16.06.2025. The resurgence of tensions in the Middle East has slowed global equity markets, whose recovery had been experiencing a pha...
Positive exchanges with US jobs and talks on tariffs
09 Jun 2025
Contributed by Lukas
Eurizon Weekly, 09.06.2025. The balance is still positive for global stock exchanges, thanks to the continuing talks on trade tariffs and American mac...
Positioning for June 2025
30 May 2025
Contributed by Lukas
Positioning for June 2025 ‘The Globe’, Eurizon's investment vision. The reference scenario sees the continuation of the economic cycle as a centra...
Markets influenced by tariffs and US tax package
26 May 2025
Contributed by Lukas
Eurizon Weekly, 26.05.2025. The stock market was once again affected by the White House announcements on the subject of tariffs, but Trump's statement...
Markets still positive, with interviews and macro data
19 May 2025
Contributed by Lukas
Eurizon Weekly, 19 May 2025. The week opened with markets, particularly equity markets, quickly pricing in the positive developments in the China/US t...
Markets positive after the suspension of US-CHINA tariffs
12 May 2025
Contributed by Lukas
Eurizon Weekly, 12.05.2025. The 90-day suspension of tariffs between the US and China and the constructive tone of negotiations, announced earlier thi...
Positioning for May 2025
05 May 2025
Contributed by Lukas
“The Globe”, Eurizon’s investment view. The baseline scenario sees the US administration’s decisions as the main focus theme. The likeliest ou...
Stock markets positive on trade tariff talks
28 Apr 2025
Contributed by Lukas
Eurizon Weekly, 28 Apr. 2025. The global stock markets, and the US in particular, experienced a positive week thanks to the ongoing openness to talks ...
Markets waiting for potential negotiations on tariffs
22 Apr 2025
Contributed by Lukas
Eurizon Weekly, 22 Apr. 2025. Last week volatility eased somewhat on news of potential negotiations on US trade tariffs, although no formal agreements...
Volatility still rules on the markets
14 Apr 2025
Contributed by Lukas
Eurizon Weekly, 14 Apr. 2025. The financial markets experienced another volatile week, as uncertainty lingers over the evolution of trade tariffs. The...
Macro Markets Special: impact of US trade tariffs on the markets
07 Apr 2025
Contributed by Lukas
Eurizon Weekly,7 Apr. 2025. Considerations on economic growth, inflation, and the outlook for the markets in light of the new trade tariffs announced ...
Positioning for April 2025
27 Mar 2025
Contributed by Lukas
“The Globe”, Eurizon’s view. The scenario combines a moderate expansion in the Eurozone with positive growth in the US. While the United States ...
Markets cautious, waiting on US tariffs
24 Mar 2025
Contributed by Lukas
Eurizon Weekly, 24 Mar. 2025. Last week’s main events were the Fed’s policy meeting (that left rates unchanged), still solid macro data in the US ...
Stock markets still conditioned by uncertainty over US tariffs
17 Mar 2025
Contributed by Lukas
Eurizon Weekly 17 mar. 2025. Last week the stock markets continued to prove rather volatile, due to uncertainty generated by the erratic approach of t...
Stock markets held back by US tariffs and EU fiscal spending
10 Mar 2025
Contributed by Lukas
Eurizon Weekly 10 Mar. 2025. Volatile week on the financial markets, as in the US the Trump administration acted confusedly on trade tariffs and macro...
Positioning for March 2025
25 Feb 2025
Contributed by Lukas
“The Globe”, March 2025. Once again, positive growth in the US and a more moderate expansion in the Eurozone are confirmed. The Federal Reserve is...
Stock markets slow on US data and German elections
24 Feb 2025
Contributed by Lukas
Eurizon Weekly 24 Feb. 2025. Rather cautious week on the markets, with macro data in the US outlining a slowdown of services, and Europe focused on th...
Stock markets positive on macro data and geopolitics
17 Feb 2025
Contributed by Lukas
Eurizon Weekly 17 Feb. 2025. The mix of still solid macro data, positive corporate earnings, and an improving geopolitical picture on the prospect of ...
Markets cautious after US labour data
10 Feb 2025
Contributed by Lukas
Eurizon Weekly 10 Feb. 2025. With the trade tariffs theme set to remain crucial for investors, caution prevailed among investors last week in the wake...
Markets positive, now facing the test of US trade tariffs
03 Feb 2025
Contributed by Lukas
Eurizon Weekly, 3 Feb. 2025. Last week was a positive one overall: solid US macro data and the ability of technology sector companies to reassure inve...
Positioning for February 2025
29 Jan 2025
Contributed by Lukas
“The Globe”, February 2025. Positive growth continues in the US, as opposed to a moderate expansion in the Eurozone. The main theme, and source of...
Stock markets supported by Trump and US data
27 Jan 2025
Contributed by Lukas
Eurizon Weekly, 27 Jan. 2025. Positive week for the global stock markets, that benefited from the less aggressive tones used by President Trump on tra...
Markets positive in the wake of US inflation
20 Jan 2025
Contributed by Lukas
Eurizon Weekly 20 Jan. 2025. US inflation data, and core inflation in particular, restored confidence on the markets, that over the previous weeks had...
Yields up and stock markets down on US labour data
13 Jan 2025
Contributed by Lukas
US labour market data, that confirmed the good state of health and resilience of the US economy were at the heart of market dynamics last week. This t...
Positive start to the year for the stock markets
07 Jan 2025
Contributed by Lukas
Eurizon Weekly, 7 Jan. 2025. In the opening week of 2025, the main themes at play in the final stages of last year were confirmed. Investor focus is b...
Positioning for January 2025
19 Dec 2024
Contributed by Lukas
“The Globe”, January 2025. Positive growth in the US continues, as also the moderate expansion in the Eurozone. The loosening of the monetary rest...
Stock markets cautious ahead of the FOMC
16 Dec 2024
Contributed by Lukas
Eurizon Weekly 16 Dec. 2024. The macro picture that is taking shape is outlining a certain divergence between the European Union and the United States...
Markets upbeat in waiting on the central banks
09 Dec 2024
Contributed by Lukas
Eurizon Weekly 9 Dec. 2024. Last week focus was back on macro dataIn the US yields dropped, with labour market data staying positive. In Europe, polit...
Positioning for December 2024
28 Nov 2024
Contributed by Lukas
“The Globe”, December 2024. The baseline scenario combines positive growth in the US with a moderate expansion in the Eurozone. The central banks ...
Stock markets up on confidence data
25 Nov 2024
Contributed by Lukas
Eurizon Weekly 25 Nov. 2024. Last week US government bond yields were stable, pricing in a still positive macro picture, supported by services. In Eur...
US yields on the rise, with Trump and macro data
18 Nov 2024
Contributed by Lukas
Eurizon Weekly 18 Nov. 2024. In the US, the mix of solid macro data and the first rumours on the new Republican administration’s appointments transl...
The US stock market celebrates with Trump
11 Nov 2024
Contributed by Lukas
Eurizon Weekly 11 Nov. 2024. The key event of the week were the US elections. Trump’s victory met the expectations of most investors, although such ...
Positioning for November 2024
31 Oct 2024
Contributed by Lukas
“The Globe”, November 2024. The baseline scenario combines positive growth in the US and a moderate expansion in the Eurozone. The central banks a...
Waiting on the vote in the US: rates up and stock markets cautious
28 Oct 2024
Contributed by Lukas
Eurizon Weekly 28 Oct. 2024. Last week, the mix of macro data and of anticipation ahead of the presidential election in the US translated into an incr...
European rates down following the ECB
21 Oct 2024
Contributed by Lukas
Eurizon Weekly, 21 Oct. 2024. The markets brought another cautious week to an end, gradually pricing in two distinct macro scenarios for the US and th...
Markets cautions between US data and the ECB
14 Oct 2024
Contributed by Lukas
Eurizon Weekly 14 Oct. 2024. Caution rued on the financial markets last week. In the US, labour market data and inflation once again confirmed the res...
Markets volatile on geopolitics and macro data
07 Oct 2024
Contributed by Lukas
Eurizon Weekly 7 Oct. 2024. Volatile week overall, due to the mix of macro data, on the recovery in the US, but weaker in Europe, and mounting geopoli...
Eurizon’s positioning for October 2024
30 Sep 2024
Contributed by Lukas
The Globe, October 2024. The scenario combines stable growth in the United States with signs of a loosening of the labour market, and moderate growth ...
Stock markets up after the Fed. Focus now on macro data
23 Sep 2024
Contributed by Lukas
Eurizon Weekly 23 Sep. 2024. Government bond rates were stable and the stock markets scored gains following the opening of the Fed’s rate reduction ...
Stock markets recovering on the ECB, waiting on the Fed
16 Sep 2024
Contributed by Lukas
Eurizon Weekly 16 Sep. 2024. Last week the ECB’s policy meeting confirmed market expectations, cutting rates by 25 basis points. In the US, headline...
Stock markets weak on US labour market and ahead of the ECB and Fed decisions
09 Sep 2024
Contributed by Lukas
Eurizon Weekly 9 Sep. 2024. US labour market data came in weaker than expected, but showed that the normalisation phase continues. The data were consi...
Markets positive on US inflation and quarterly earnings
02 Sep 2024
Contributed by Lukas
Eurizon Weekly, 2 Sep. 2024. The markets recovered well after volatility had surged in the opening days of August, triggered by the mix of weaker than...
Eurizon’s podcasts
12 Jul 2022
Contributed by Lukas
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