Le European stocks briefly touched an all-time high, boosted by gains in the healthcare sector, after the giant Novo Nordisk won approval in the United States for its diet pill, although banking declines limited the increase.
L'pan-European index The STOXX 600 rose 0,2% to 587,97 at mid-European trading. Major regional markets were mixed. The index Ibex of the Madrid Stock Exchange, down 0,2% today, has gained 4,5% since the beginning of the month and 47% since the beginning of the year. Among the key stock markets in Europe, the Dax of Frankfurt is up 2% since the beginning of the month and 22% since the beginning of the year. It lags behind Cac40 in Paris, -0,2% since the beginning of the month and +9,8% since the beginning of the year, while the Ftse Mib of Italian stock exchange is down 0,2% today. The indicator of the Eurozone stock market volatility fell 0,19 points to 14,23, its lowest level in just over a year.
Le Novo Nordisk shares rose 7,66 percent to 326,75 Danish kroner after the US Food and Drug Administration approved his last night slimming pill, giving the Danish drugmaker a head start in the race to market oral weight management drugs and regaining momentum against the US rival Eli Lilly. The maker of Wegovy, once an investor darling, saw billions wiped from its market value earlier this year amid growing concerns about losing ground in the obesity drug market it pioneered. All the European health sector jumped 1,1%, outpacing its competitors.
In reverse bank stocks, which boast the best performances this year with a surge of more than 70% to the highest since 2008, are losing about 0,3% today, weighing on the benchmark index. technology stocks continued their recovery from late last week, with Nvidia up 1,5%, providing the biggest boost to the S&P 500 yesterday.
Yesterday there China he stated that will impose provisional tariffs up to 42,7% on dairy imports from the European Union, seen as retaliation for the bloc's tariffs on electric vehicles. Investors will also be closely monitoring data on US GDP in the third quarter, which should show that the US economy has continued to grow strongly and give direction to the Fed.
Le US shares Holding their positions: According to futures, the S&P 500 index is set to open essentially unchanged after a three-session rally that took the benchmark close to a new all-time high. Traders are awaiting some of the final economic data for 2025 to assess whether it could significantly alter expectations for interest rate cuts by the Federal Reserve. Cooling inflation and mixed jobs data have led markets to currently price in at least two US rate cuts in 2026. While the delayed release of third-quarter US gross domestic product, due today, is likely too dated to offer a clear indication of current conditions, traders will also focus on consumer data after November showed a sharp decline in confidence. In any case, according to Bloomberg, experts are now eyeing another year of strong gains for the S&P 500, supported by solid earnings expectations and bets on monetary policy easing.
The extended its record run: up 0,9% to $4.483,13 an ounce. Also silver e Copper they went up. The Brent up 0,2% to $62,21 a barrel. TheEuro dollar up 0,3% to $1,1797. The dollar, meanwhile, has headed towards its lowest level since October. Bitcoin is down 0,8% at $87.540.
Piazza Affari expected to rise 30% in 2025
The Milan Ftse Mib index, at today's prices, has gained 2,7% since the end of November. There are only a few trading sessions left until the end of 2025 and the overall picture is not expected to change in the coming days, so the Italian stock market is looking set for a up just over 30% for the year. The Ftse Mib is therefore about to reach the third consecutive year of positive results, sequence which was not seen from four-year period 2012-2015.
Recordati rises 0,6% on the back of Novo's gains
Fincantieri is up 1,5%. Donald Trump announced a new class of Trump-branded warships. The president appeared before reporters at a brief press conference at Mar-a-Lago, flanked by Defense Secretary Pete Hegseth and Secretary of State Marco Rubio. The new class of US Navy warships is intended to replace the "aging, worn, and obsolete" US fleet, as the president himself commented. The plan initially calls for two ships, but will later be expanded to 10 and eventually to 20-25. Also rising Leonardo 1%.
Stellantis Car registrations in Europe grew by 0,5% in November, with positive performances in Spain (+12,9%) and Germany (+2,5%), while declines were recorded in France (-0,3%) and Italy remained unchanged. In the EU, EFTA, and UK, registrations increased by 2,4% year-on-year to 1.079.563 vehicles, according to ACEA calculations. The Stellantis group recorded a 2,7% year-on-year decline in registrations in November, with its market share falling to 12,9% from 13,5% a year earlier. Registrations of battery-electric cars, again in the EU, EFTA, and UK, rose by 37,3% in November to 253.768 units. On Monday, the Council of Ministers authorized Sogin to purchase the Avogadro Deposit from Stellantis, according to the final statement from the meeting. The site, according to the Ministry of the Environment's website, includes facilities for the temporary storage of spent nuclear fuel.
Tim is down 1,5%. Davide Leone, one of TIM's major savings shareholder, welcomes the conversion terms proposed by the board of directors. The company has provided further details on the timing and quorum for the conversion of savings shares, aiming to complete the process by June. January 19th is the record date for the ordinary and savings shareholders' meetings, both scheduled for January 28th.
