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Eurizon's podcast

Stock markets held back by US tariffs and EU fiscal spending

10 Mar 2025

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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 data stopped strengthening, while in Europe the announced fiscal expansion in Germany came swiftly and unexpectedly, together with new defence spending in the EU, prompting the markets to price in a very different scenario from the previous. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 10 Mar. 2025

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