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 2nd July 2024
July: Eurizon’s positioning

Andrea Conti, Head of Eurizon’s Macro Markets, explains the AM company’s positioning going forward, pointing out the themes to watch and the opportunities. 
The baseline scenario combines stable growth in the US and a gradual reacceleration in the Eurozone. Euro area inflation seems to be stabilising at close to the ECB’s target rate, but in the United States is still above the Fed’s target. The French elections are a source of temporary volatility.

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