Positioning for August 2025
Update: 2025-07-29
Description
“The Globe”, Eurizon’s view.
The reference scenario sees the continuation of the global economic cycle as a central hypothesis. The macro-impact of the trade agreements between the US and its partners, the evolution of fiscal policy measures in the US and EU, and the impact on monetary policy choices are yet to be assessed. Discover Eurizon’s positioning for August 2025 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 29 July 2025.
The reference scenario sees the continuation of the global economic cycle as a central hypothesis. The macro-impact of the trade agreements between the US and its partners, the evolution of fiscal policy measures in the US and EU, and the impact on monetary policy choices are yet to be assessed. Discover Eurizon’s positioning for August 2025 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 29 July 2025.
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