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‘The Globe’, Eurizon's view. The baseline scenario assumes the continuation of the global economic cycle, supported by investment cycles in technology, defence and infrastructure, capable of offsetting the restrictive impact of the energy shock and rising interest rates. The focus on geopolitical developments is set to intensify as the US midterm elections approach. Discover Eurizon's positioning for October 2026 with Andrea Conti, Head of Macro Markets Analysis. Audio recorded on 27 September 2026.
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