Earnings, macro data and geopolitics support equity markets

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 markets. All major global indices, particularly those of the US and Emerging Markets, closed the week in positive territory. Market attention is now focused on the Fed meeting, where another rate cut is expected. Attention also remains on the continuation of the earnings season, particularly those of the US technology sector. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 27.10.2025.

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