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Eurizon's podcast

Positioning for May 2025

05 May 2025

Description

“The Globe”, Eurizon’s investment view. The baseline scenario sees the US administration’s decisions as the main focus theme. The likeliest outcome is the signing of bilateral agreements although the process may take time. Therefore we confirm an only moderately pro-cyclical approach. Discover Eurizon’s positioning for May 2025 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 05 May 2025.

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