Eurizon’s view takes the name “The Globe”
. The baseline scenario combines positive growth in the US and a moderate expansion in the Eurozone. The central banks are removing the monetary restriction put in place to slow inflation. The virtuous scenario seems to be partly priced in by the markets, and the outcome of the vote in the US holds the potential to generate temporary volatility on the markets.
Watch the video “The Globe” to find out how we have decided to position ourselves.
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