Caution in equity markets as investors await the Fed

Eurizon Weekly, 09.12.2025. During the week, global equity markets remained stable, with investors taking a cautious stance ahead of the next Fed meeting. Government yields have risen thanks to stronger-than-expected US macro data, despite delays caused by the shutdown. In the absence of a comprehensive picture of the US economy, investor attention is on the next Fed meeting, with a rate cut already priced in and the focus on future monetary policy decisions. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team.
Audio recorded on 9.12.2025