Eurizon's podcast
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Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers.
Enjoy listening to Eurizon’s podcasts!
Available episodes
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21 hours ago
Eurizon’s positioning in April 2023
Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for April 2023, in light of the tensions that have emerged in the banking system, that could prompt less hawkish central bank stances.
A closer look at the bond market follows, provided by Paolo Bernardelli, Head of Fixed Income & FX. Audio recorded on 30 Mar. 2023.**
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4 days ago
Markets positive but cautious following the FOMC and tensions on banks
Eurizon Weekly 27 Mar. 2023. Main themes of the week: banking sector solidity, latest Fed decisions and macro data. Stefano Cucchi of the Eurizon Macro Research & Product Specialist team takes a closer look.
Audio recorded on 27 Mar. 2023
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Mar 20, 2023
Impact on the markets of banking sector tensions
Eurizon Weekly, 20 mar. 2023.
Andrea Conti, head of Eurizon’s Macro Research & Product Specialist team, analyses the impact on the financial markets of the tensions affecting the banking system, explaining where they stem from, their different aspects, and pointing out the forthcoming data to watch.
Audio recorded on 20 Mar. 2023
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Mar 13, 2023
Yields and stocks down on the collapse of SVB
Eurizon Weekly 13 Mar. 2023. The hardships faced by US bank SVB (Silicon Valley Bank) in completing an important capital increase to cover losses on securities, triggered by massive deposit withdrawal requests, took the markets by surprise, sparking a major risk-off movement, with a sharp decline of stock indices and government bond rates. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 13 Mar. 2023
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Mar 6, 2023
Yields up and stock markets strong on macro data
Eurizon Weekly 6 Mar. 2023. Yields rose further in the week, in the wake of still solid macro data, stronger than expected inflation in Europe, and still resilient stock markets. Return to growth in China. Investor focus is still on the growth-inflation mix, although anticipation is high ahead of US labour market data. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 6 Mar. 2023
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Feb 24, 2023
Eurizon’s positioning for March 2023
Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning for March 2023, pointing out themes to watch and opportunities.
A closer look at the bond universe is then offered by Maria Luisa Matarrelli, Head of Developed and Emerging Government Bond and Forex.
Audio recorded on 23 Feb. 2023.**
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Feb 20, 2023
Rates still on the rise, stock markets holding out
Eurizon Weekly, 20 Feb. 2023. Last week government yields rose again in the wake of the messages sent by the Fed and the ECB, and of the release of the producer price index, that grew much more than expected. Andrea Conti, Head of the #Eurizon Macro Research & Product Specialist team, takes a closer look.
Audio recorded on 20 Feb. 2023
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Feb 13, 2023
Stock markets held back by rising yields
Eurizon Weekly 13 Feb. 2023. Last week yields rose across the board, pricing in a stronger than expected labour market, and therefore the possibility of the Fed being forced to keep hiking rates, when it seemed close to a hiatus. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 13 Feb. 2023
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Feb 6, 2023
Central banks and US data drive stock market performances
Eurizon Weekly 6 Feb. 2023.
In a busy week in terms of economic events, the ECB and Fed meetings lived up to market expectations, while US macro data surprised sharply. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 6 Feb. 2023
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Jan 31, 2023
February 2023: Eurizon’s positioning
The Globe: February 2023. With inflation on the decline again in December in the US and in the Eurozone, focus is increasingly on the macro slowdown. Data are adding credibility to the hypothesis of a soft landing, rather than a sharp slowdown of the economy (hard landing). Reacceleration of the Chinese economy confirmed, on the other hand. Find out how we are positioned for February.
Audio recorded on 30 Jan. 2023**
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Jan 23, 2023
Macro slowdown fears holding back the markets
Eurizon Weekly 23 Jan. 2023. Markets cautious in waiting to verify the actual intentions of the central banks in light of slowing macro data and the sluggish decline of inflation.
Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look.
Audio recorded on 23 Jan. 2023
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Jan 16, 2023
Stocks up on US inflation
Eurizon Weekly 16 Jan. 2023.
In the course of the week, government yields were confirmed at the previous week’s levels, and the stock markets stayed on the uptrend observed at the beginning of the year, also thanks to the US inflation reading, that confirmed expectations. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 16 Jan. 2023
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Jan 9, 2023
Yields down and stock markets up ahead of US inflation
In the week, yields dropped on the long end of the European curve in particular, spreads were stable, and stock indices recovered. Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, takes a closer look.
Audio recorded on 9 Jan. 2023
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Dec 21, 2022
Eurizon’s positioning for the beginning of 2023
The Globe: Outlook for 2023. The new year should bring declining inflation and to a simultaneous slowdown in growth. Under the baseline scenario, the central banks are expected to complete their tightening cycles in the opening quarter of the year and then have a free hand in containing the slowdown of growth. As previously mentioned, in this context medium and long-term rates should stabilise, if not drop back. Easing pessimism could support stocks in the immediate term, but the recovery will in any case have to be validated by the resilience of the economic cycle.
Audio recorded on 20 Dec. 2022
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Jul 12, 2022
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