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Eurizon Weekly 10 Feb. 2025. With the trade tariffs theme set to remain crucial for investors, caution prevailed among investors last week in the wake of US labour market data and quarterly earnings reports, that are confirmed solid albeit essentially in line with analyst expectations. This week’s inflation reading will provide clearer indications on the price dynamic in the United States, and therefore on the macro picture the Fed will consider in making its next decisions on rates. Stefano Cucchi of Eurizon’s Macro Research & Product Specialist team takes a closer look. Audio recorded on 10 Feb. 2025