Pfizer's commitment to deliver up to 75 million more doses of vaccines to the EU in the second quarter and the surge in extractive-mining stocks, with the silver boom, favor the upward closing of European lists: Milano +1,17%; Frankfurt +1,41%; Paris +1,2%; Madrid +0,43%; London +0,91%. The green wave extends to Wall Street, which travels at a gallop, after last week's crash. He looks with hope at the negotiations between President Joe Biden and the Republicans on a stimulus plan, while we remain on the alert for the crazy variable represented by the behavior of small investors on the markets
From a few sessions in the crosshairs of amateur traders, who bet on some assets against large funds, thesilver, which today hit an eight-year high, exceeding $30 an ounce. The hashtag “silversqueeze” dominates, while the title of GameStop (-40%) fell out of favor, after the Robinhood platform decided to limit its purchases again.
The phenomenon would also have extended to some shares of Piazza Affari. Tiscali (+16%), for example, in the morning it shot up to +23% before being suspended. Mf observes that chat rooms such as WallStreetbetsELITE are targeting the Italian telecommunications company which is now worth 156,8 million euros on the stock exchange and has a largely negative price/earnings ratio. Appetites would also run wild on Clabus (+26,59%), reported by the Reddit chat and even on Ftse Mib shares such as A2a (+ 0,34%) and Leonardo (-0,28%).
In today's session, in any case, the queen of the blue chips is Atlantia +8,78% and the fact is related to rumors from Bloomberg according to which CDP is ready to launch the offer on Autostrade per l'Italia by February, valuing it in a range between 8,5 and 9,5 billion euros .
Savings managed with are appreciated Azimuth +3,43%; Post +2,7%; Banca Mediolanum +2,52%. Shines, always in the asset management sector, Anima, 2,92%, which could benefit from bank consolidation scenarios. Positive banks starting from Unicredit +1,47% and Understanding + 0,93%.
It bounces Interpump, +2,81%, up and down in recent weeks. money for nexi +2,8%, while the receipt lottery is starting.
Sales penalize Eni -1,82%, in an oil sector with little movement at a European level, despite rising oil prices. Brent appreciates by 1,7% approaching 56 dollars a barrel.
The currency market is unfavorable to theeuro, which lost almost half a percentage point against the dollar, moving below 1,21.
In chiaroscuro are the PMI indices on the manufacturing sector of the euro area, an indicator that is constructed with interviews with company purchasing managers. In January it was 54,8 points (54,7 the preliminary reading), therefore down on the previous one by 55,2 points. However, it is largely confirmed in the area of economic expansion, i.e. above 50 points. Well France and Italy. In particular, Italy recorded an index of 55,1 from 52,8 in December. According to IHS Markit, which calculates the index, "The Italian manufacturing recovery strengthened in the new year, with a sustained recovery in production". A context that pushed the PMI index to a 34-month high.
With almost all of Italy in the yellow zone and the government crisis looking for a way out, the bond market remains well tuned. The spread between the ten-year Italian and German bonds it drops to 113 basis points (-2,87%) and the yield of the BTP drops to +0,58%.
