Eurizon's podcast

‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle. Investment in technology remains a robust pillar of support for economic activity. The fall in oil prices points to a likely further fall in inflation and provides further support for the economic cycle. Discover Eurizon's positioning for July 2026 with Andrea Conti, Head of Macro Markets Analysis.
Audio recorded on 24.6.2026.

Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/it-IT/analisi-mercati
Before listening, please read the warnings outlined on the following page:  https://www.eurizoncapital.com/en/video/promo/disclaimer

The markets have taken a positive turn tone thanks to the easing of tensions in the Middle East following the agreement between the US and Iran, wich contributed to a decline in oil prices. The US economy has confirmed its solidity, with retail sales exceeding expectations and consumer spending remaining robust. The Fed has left interest rates unchanged, whilst maintaining a cautious stance and signalling that any cuts could take more time. Over the next few days, attention will focus on data on business confidence, inflation and US consumer spending data. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team.
Audio recorded on 22 June 2026.   

Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en/market-insights Before listening, please read the warnings outlined on the following page: https://www.eurizoncapital.com/en/video/promo/disclaimer

A positive start to the week for financial markets, driven by the nearing of an agreement between the USA and Iran. This has now been confirmed by both parties, though not yet formalised. Equity markets are up, while government bond yields have edged slightly lower, maintaining a cautious approach. The formal signature of the agreement remains a key focus for markets in the coming weeks. Meanwhile, it remains crucial for investors and central banks to assess the impact of the oil shock on inflation and growth. Attention is already shifting to the details of the deal and the resumption of traffic through the Strait of Hormuz, both of which are key elements for the future stability of the region. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon. Audio recorded on 15 June 2026.
Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en/market-insights Before listening, please read the warnings outlined on the following page: https://www.eurizoncapital.com/en/video/promo/disclaimer

Over the past week, financial markets have shown weakness due to tensions between Israel and Iran and strong US labour data. The resilience of the US economy has heightened fears of a Fed that remains inflexible on interest rates, triggering profit-taking, particularly in the US technology sector. European indices limited their losses thanks to lower exposure to tech stocks, while emerging markets ended the week lower. On the bond front, yields have risen in both the United States and Europe. Oil is also up, returning toward $95 per barrel, along with the dollar against the euro. In the coming days, attention will be focused on the ECB meeting, where a 25-basis-point rate hike is expected. US inflation data will also be very important. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team.
Audio recorded on 8 June 2026.

Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en/market-insights
Before listening, please read the warnings outlined on the following page: https://www.eurizoncapital.com/en/video/promo/disclaimer

‘The Globe’, Eurizon's view. The scenario assumes the continuation of the global economic cycle, supported by investments in technology. In the event of a US-Iran agreement, there is room for a decline in oil prices; however, central banks remain vigilant to contain any second-round effects on inflation. Discover Eurizon's positioning for June 2026 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 28.5.2016.

Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights:
https://www.eurizoncapital.com/it-IT/analisi-mercati
Before listening, please read the warnings outlined on the following page:
https://www.eurizoncapital.com/en/video/promo/disclaimer