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.
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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.
Eurizon Weekly, 24.11.2025. The week saw a slight increase in equity market volatility, driven by uncertainty over the sustainability of margins linked to investments in the US technology sector and expectations regarding the Fed’s future policy decisions in light of US labour market data. This has all resulted in a decline in US government bond yields, while European government rates have remained stable. While the US macroeconomic outlook remains unclear, investor focus remains on the Fed’s next moves, particularly the possibility of a further rate cut in December, which does not yet appear to be fully priced in. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team. Audio recorded on 24.11.2025.
Eurizon's podcast
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.
