Positioning for July 2025
Update: 2025-06-26
Description
‘The Globe’, Eurizon's view. The reference scenario sees the global economic cycle continuing. The finalisation of trade agreements and fiscal policy choices in the US and EU, as well as geopolitical tensions in the Middle East and oil, are to be monitored. Discover Eurizon's positioning for July 2025 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 25 June 2025.
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