Eurizon’s view takes the name “The Globe”
Discussing the markets means not only stacking up numbers and charts, but also – and especially – understanding the world and facts.
Video recorded on 27th July 2026
August 2026: Eurizon’s positioning
The reference scenario sees the continuation of the global economic cycle. Investment in technology remains a robust pillar of support for economic activity. The resurgence of tensions in the Middle East and questions over the sustainability of profits in the technology sector are causes for concern. In August, the thinning of trading volumes will expose the market to the risk of increased volatility.
Discover Eurizon's positioning for August 2026 with Andrea Conti, Head of Macro Markets Analysis.
Eurizon's positioning for August 2026 | The Globe
‘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 resurgence of tensions in the Middle East and questions over the sustainability of profits in the technology sector are causes for concern. In August, the thinning of trading volumes will expose the market to the risk of increased volatility. Discover Eurizon's positioning for August 2026 with Andrea Conti, Head of Macro Markets Analysis.
Audio recorded on 27.7.2026.
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
05:15
05:15
Eurizon's positioning for July 2026 | The Globe
‘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
04:21
04:21
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
Before listening, please read the warnings outlined on the following page:
https://www.eurizoncapital.com/en/video/promo/disclaimer
04:28
04:28
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
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
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
04:32
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