“The Globe”, December 2024. The baseline scenario combines positive growth in the US with a moderate expansion in the Eurozone. The central banks are removing the monetary restriction put in place to hold back inflation. The virtuous scenario seems to be in part priced in by the markets, and anticipation ahead of the new US administration’s mandate holds the potential to generate temporary volatility on the markets. Find out how Eurizon is positioned for December 2024 with Andrea Conti, Head of Macro Markets at Eurizon. Audio recorded on 28 Nov. 2024.
