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 28th April 2026
May 2026: Eurizon’s positioning

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. 

Eurizon's positioning for May 2026 | The Globe
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
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
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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