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Eurizon's podcastMarkets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Author: EURIZON
Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts analyses to navigate investment and the themes that will influence our future. The Globe explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday Eurizon Weekly offers a review of the past weeks market movers. Enjoy listening to Eurizons podcasts! Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Trump, tariffs and macro data: caution in equity markets | Eurizon Weekly
Monday, 19 January, 2026
The US indices remain slightly below last week’s highs, weighed down by uncertainty over the Supreme Court’s ruling on tariffs, tensions between the White House and the Fed and a more aggressive foreign policy stance, which is causing investor caution. European indices, while continuing to play a role of diversification against the US, have been partially affected by American volatility. Better performance in emerging markets, supported by China, with Japan as the best-performing market. As the quarterly earnings season is yet to gather momentum, the outlook remains supported by the stability of oil prices at around $65 per barrel, despite tensions in the Middle East. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon. Audio recorded on 19.01.2026. Before listening, please read the warnings outlined on the following page: https://www.eurizoncapital.com/en/video/promo/disclaimer Explore news and our in-depth analysis on economics, finance and current affairs:https://www.eurizoncapital.com/en/market-insights
