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Eurizon's podcast

Positioning for January 2026 | The Globe

18 Dec 2025

Description

‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis. With the end of the shutdown, we will be able to assess the health of the United States economy after a month and a half when releases of macro data were suspended. In Europe, the focus is on investment plans in defence and infrastructure. Discover Eurizon's positioning for January 2026 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 16.12.2026.Stay up to date on market trends and financial market outlooks with Eurizon’s analysis and insights: https://www.eurizoncapital.com/en/market-insights

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