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Markets rise in response to US-Iran deal and Fed news | Eurizon Weekly
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 .
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
03:46
03:46
Markets positive, with agreement between USA and IRAN| Eurizon Weekly
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
03:55
03:55
Weak markets amid tensions in Iran and strong US labor data | Eurizon Weekly
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 .
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
03:17
03:17
Eurizon's positioning for June 2026 | The Globe
‘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
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04:28
04:28
Positive markets as US-Iran agreement draws closer | Eurizon Weekly
The week was positive for the markets, thanks to the absence of new tensions in the Middle East and progress in negotiations, which seem to be moving closer to an agreement. The drop in oil prices, back to around 90 dollars, has supported both equity markets and government rates, with a marginal decline in yields. The dollar has weakened against the euro, reflecting a context of reduced risk aversion. In the United States, the economy remains stable, while in Europe, emerging signs of deterioration are linked to high energy costs. The focus remains on the impact of the Iranian crisis on inflation and future monetary policies. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon. Audio recorded on 25.05.2026.
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
04:03
04:03
Rising rates and weak equity markets with inflation and Iran | Eurizon Weekly
Global equities were weak over the week, following a highly positive earnings season. The lack of developments in Iran and rising inflation expectations, driven by WTI crude oil prices rising again over one hundred dollars per barrel, have resulted in significant increases in government bond yields. Oil prices and the future trajectory of inflation, which, after all, remain the core focus of central banks’ upcoming monetary policy decisions, are currently one of the main points of market attention. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team.Audio recorded on 18 May 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
03:21
03:21
Markets positive but cautious in response to Iran, earnings and macro data | Eurizon Weekly
Global equity indices closed moderately higher, supported by the continuation of talks in the Middle East and the parties’ willingness to avoid further military escalation, at least for now. After the markets initially responded positively to the US proposal, WTI crude oil prices have since quickly rebounded to around $100 per barrel following Iran’s rejection. The uncertainty over the resolution time of the Middle East crisis has had a limited impact on equity markets, which last week focused primarily on corporate earnings and macroeconomic data. The focus remains firmly on the future measures of central banks with regard to inflation expectations, against a geopolitical backdrop which, while free of new military tensions, appears likely to require time for negotiations to consolidate. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 11 May 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
03:28
03:28
Eurizon's positioning for May 2026 | The Globe
‘The Globe’, Eurizon's view. The scenario assumes the continuation of the global economic cycle, with a further decline in oil prices. The structural cycle of technological investments is acting as a support, compensating for the political instability. Discover Eurizon's positioning for May 2026 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 28.4.2026.
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
04:20
04:20
Markets cautious amid Iran crisis and central banks | Eurizon Weekly
Investors remain focused on the crisis in the Middle East: anticipation of the outcome of negotiations, combined with the slight rise in oil prices, has marginally weakened European equity markets. In the US, meanwhile, the S&P 500 has reached new highs thanks to the strong performance of quarterly earnings. Emerging markets indices were also positive. Slight rise in government rates, in both the US and Europe. The resilience of the macroeconomic framework, in light of oil prices staying higher than expected for a longer period than anticipated, remains the primary focus for investors and central banks. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 27.4.2026.
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
03:46
03:46
Markets: Focus on negotiations in Iran | Eurizon Weekly
Over the past week, news of possible reopenings of the Strait of Hormuz and attempts to breach the US naval blockade have increased media volatility, but without significantly impacting markets. Global equity markets have actually responded positively, with the S&P 500 index reaching new highs. Weaker start to the week due to renewed tensions in the Strait. The government rates market remains uncertain: initially supported by the decline in oil prices (and thus in inflation expectations), it later felt the impact of the renewed closure of the Strait.
With the start of the earnings season, which has been solid so far, the evolution of the Iranian crisis remains the primary focus for investors, alongside inflation outlooks and the monetary policies of central banks. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 20.4.2026.
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
03:36
03:36
Markets positive amid developments in Iran and macro data| Eurizon Weekly
The Iran crisis remains at the heart of market dynamics. Attempts to establish a ceasefire have been welcomed. A reduction in attacks and reprisals has enabled negotiations to continue, amid ultimatums and extensions. Despite the uncertainty and a slight rise in oil prices, equity markets ended the week in positive territory, while government bond yields declined. Despite a marginal increase in inflation expectations stemming from the Iranian crisis, the overall macro framework remains resilient and does not appear to be compromised for investors at this stage.
Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon.
Audio recorded on 07.04.2026.
Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en-GB/market-analysis Before listening, please read the warnings outlined on the following page: https://www.eurizoncapital.com/it-IT/video/promo/disclaimer
04:05
04:05
Eurizon's positioning for April 2026 | The Globe
‘The Globe’, Eurizon's view. The baseline scenario remains a continuation of the economic cycle, provided that the rise in oil prices is temporary. In the short term, the focus remains on the Middle East and the Strait of Hormuz. Discover Eurizon's positioning for April 2026 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 24.3.2026.
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/it-IT/video/promo/disclaimer
04:24
04:24
The conflict in Iran and its impact on markets | Eurizon Weekly
Macro Markets Special. Investors’ attention remains entirely focused on the war in Iran, its impact on energy prices and, in the longer term, on economic growth and inflation. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon. Audio recorded on 23.03.2026.
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
04:27
04:27
Oil prices continue to unsettle markets | Eurizon Weekly
The evolving Iranian crisis has led to the gradual closure of the Strait of Hormuz and a rapid spike in oil prices, although markets view this as merely temporary, with futures indicating a return to normality in the medium term. The high oil price has fuelled volatility, with equity markets declining, albeit in an orderly manner. Government bond yields have also risen, pricing in greater inflationary pressures. Geopolitical uncertainty has strengthened the dollar, trading at around 1.14 against the euro, with investor expectations also influenced with regard to future monetary policy decisions by central banks. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 16.3.2026.
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
03:28
03:28
The crisis in Iran impacts oil and markets| Eurizon Weekly
Macro Markets Special. A week in which global markets were tested by the Iranian crisis and the closure of the Strait of Hormuz, a crucial chokepoint for the transport of oil from the Middle East to the rest of the world. Equity market volatility has risen but not yet reached the extremes seen last year during the introduction of trade tariffs. The rates market has experienced a general increase in yields, with widespread rises in corporate and emerging market spreads, albeit without excessive movements. Dollar strengthening. The duration of the crisis and the time frame of any potential reopening of the Strait of Hormuz remain the key focus for investors. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon. Audio recorded on 09.03.2026.
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
04:14
04:14
Eurizon's positioning for March 2026 | The Globe
‘The Globe’, Eurizon's view. The baseline scenario sees the continuation of the global economic cycle as the central hypothesis. In the USA, focus is on consumer resilience. Meanwhile, in the Eurozone, the focus is on Germany’s investment plan. Discover Eurizon's positioning for March 2026 with Andrea Conti, Head of Macro Markets Analysis.
Audio recorded on 24.2.2026.
Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en-GB/market-analysis
Before listening, please read the warnings outlined on the following page: https://www.eurizoncapital.com/en/video/promo/disclaimer
04:32
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