“The Globe”, November 2024. The baseline scenario combines positive growth in the US and a moderate expansion in the Eurozone. The central banks are removing the monetary restriction put in place to slow inflation. The virtuous scenario seems to be partly priced in by the markets, and the outcome of the vote in the US holds the potential to generate temporary volatility on the markets. Discover Eurizon’s positioning for November 2024 with Andrea Conti, Head of Macro Markets at the AM company. Audio recorded on 30 Oct. 2024.
