Positive start to the year for the stock markets

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 back on the central banks, as inflation slowed its downtrend and could be affected by the trade tariffs announced by Trump. In this context, government bond yields rose, albeit without compromising the bullish tone of the stock markets, supported by the macroeconomic picture and by expectations for the new Trump administration’s fiscal policy not to prove particularly aggressive. Audio recorded on 7 Jan. 2025.

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