Eurizon's podcast Podcast Por EURIZON arte de portada

Eurizon's podcast

Eurizon's podcast

De: EURIZON
Escúchala gratis

OFERTA POR TIEMPO LIMITADO | Obtén 3 meses por US$0.99 al mes

$14.95/mes despues- se aplican términos.
Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers.

Enjoy listening to Eurizon’s podcasts!Copyright EURIZON Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Markets positive on US data | Eurizon Weekly

    Markets positive on US data | Eurizon Weekly
    Jan 12 2026
    Positive week for the major global equity markets, supported by resilient US macro data and European inflation nearing the ECB target. In the US, the business confidence indicators, or ISM indices, show a slight decline in the manufacturing sector and a strong rebound in services, with a moderate recovery in the labour market and falling unemployment; short-term yields have risen slightly, while longer-term yields remain stable. In Europe, German yields have fallen. Investors continue to focus on the medium-term cyclical outlook and the upcoming corporate earnings season. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon. Audio recorded on 12.01.2026.

    Explore news and our in-depth analysis on economics, finance and current affairs:
    https://www.eurizoncapital.com/en/market-insights
    Más Menos
    5 m
  • Positioning for January 2026 | The Globe

    Positioning for January 2026 | The Globe
    Dec 18 2025
    ‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle as a central hypothesis.
    With the end of the shutdown, we will be able to assess the health of the United States economy after a month and a half when releases of macro data were suspended. In Europe, the focus is on investment plans in defence and infrastructure. Discover Eurizon's positioning for January 2026 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 16.12.2026.

    Stay up to date on market trends and financial market outlooks with Eurizon’s analysis and insights: https://www.eurizoncapital.com/en/market-insights
    Más Menos
    5 m
  • Markets cautious in the face of Fed and AI investments

    Markets cautious in the face of Fed and AI investments
    Dec 15 2025
    Eurizon Weekly, 15.12.2025. Over the course of the week, market attention focused on the Fed meeting, which decided on a 25bps rate cut. However, it also signalled a possible pause in early 2026 due to the resilience of the economic recovery and persistently high inflation. The below-expectations results of a major US company linked to artificial intelligence (AI) have reignited concerns about the sector; however, global markets have shown substantial stability overall. The themes of returns on AI investments and the resilience of the global macroeconomic framework remain central for investors. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 15.12.2025.
    Explore news and our in-depth analysis on economics, finance and current affairs:
    https://www.eurizoncapital.com/en/market-insights
    Más Menos
    4 m
Todavía no hay opiniones