HeyJaredEurizon'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.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 21, 2026
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- Jul 6, 2026
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Markets cautious amid oil, Fed and German elections | Eurizon Weekly (opens the original)
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During the week of 14-18 September, financial markets showed strong resilience: global equity markets remained largely stable despite geopolitical tensions, high oil prices and political uncertainty in Germany. The Fed raised interest rates by 25bps, reaffirming a cautious and restrictive approach to counter persistent inflation. Bond yields remained elevated but stable, while the dollar strengthened slightly. Investors remain focused on the evolution of the oil market and the start of the corpo
Rates rise alongside oil, awaiting the Fed| Eurizon Weekly (opens the original)
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The markets have closely followed geopolitical tensions in the Middle East, which have pushed WTI crude oil above $100, fuelling inflation fears. Equity markets have shown resilience, closing slightly lower, while bond markets have suffered due to rising yields. The ECB has increased rates by 25bps to counter persistent inflation. In the United States, inflation remained at 3.4% year-on-year in August, while the core component slightly exceeded expectations. Investors remain focused on energy pr
Markets cautious amid Iran, US data and German elections | Eurizon Weekly (opens the original)
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The markets have maintained a cautious approach, influenced by geopolitical tensions in the Middle East, the resilience of US macroeconomic data and rising political uncertainty in Germany following the Saxony state election. In this context, US and emerging market equities have shown a largely stable trend, while European indices have recorded a decline. On the bonds front, government bond yields have risen moderately, supported by the resilience of the American economy and persistent inflation
Markets on pause amid FED, AI and Middle East developments | Eurizon Weekly (opens the original)
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Global equity markets ended the week little changed, but with a slight gain, primarily driven by the recovery in technology stocks. Investor focus has been on the speech made at Jackson Hole by Federal Reserve Chairman Kevin Warsh, who seems credible in his commitment to tackling inflation. This has reinforced expectations of further interest rate hikes by the end of the year, while at the same time supporting the strengthening of the dollar. Tensions in the Middle East persist in the background
Eurizon's positioning for August 2026 | The Globe (opens the original)
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‘The Globe’, Eurizon's view. The reference scenario sees the continuation of the global economic cycle. Investment in technology remains a robust pillar of support for economic activity. The resurgence of tensions in the Middle East and questions over the sustainability of profits in the technology sector are causes for concern. In August, the thinning of trading volumes will expose the market to the risk of increased volatility. Discover Eurizon's positioning for August 2026 with Andrea Conti,
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