Le Arctic tensions show no signs of loosening and the feeling of “sell America” has strengthened, hitting not only the actions also government bonds. The US markets Trading resumed today after being closed for the holiday, while the rest of the world sold stocks and dollars in response to President Donald Trump's threat. Trump to impose tariffs on European allies who oppose his attempt to control the Danish Arctic territory.
As it happened in April, on the occasion of that “Liberation Day” in which Trump had announced his huge tariffs, even now investors are selling stocks, dollars and US Treasury bonds. government bonds USA were sold mostly in the longer part, with the 30-year yield rising four basis points to 4,88%. The indicator of the dollar fell to a two-week low. Stock index futures indicated a drop as Wall Street reopens, while also the European stock markets are seen opening negative after yesterday marked their worst day since mid-November. Investors are rushing to safe-haven assets, includingGold surges to $4.700 Anchor me Swiss franc.
Tensions related to Trump continue
Trump said in a message to the Norwegian Prime Minister that he no longer feels obliged to "think exclusively about peace" because he was not awarded the Nobel Peace Prize. Meanwhile the Danish troops land in Greenland. Now all eyes will be on Davos, where Trump said the United States would discuss the acquisition of Greenland.
Meanwhile the project of the Peace Council Trump's agreement, which he would like to see signed in Davos, has been questioned by Europe, criticized by Israel, and celebrated by friends of the Kremlin. Trump has threatened to impose a 200% tariff on champagne After France's Emmanuel Macron declined an invitation to join the board, several countries, including the United Kingdom, Sweden, the Netherlands, Germany, and Canada, will join France in choosing not to attend the signing ceremony of the board's statutes and mandate.
In Europe the president of the European Council Antonio Costa he called the extraordinary summit of the 27 Thursdays starting from 19pm. The EU summit will decide whether or not to trigger the 93 billion counter-duties.
Asia: Seoul Stock Exchange remains at record highs, while Japanese government bonds are being sold off.
Most Asia-Pacific stocks are down, with the MSCI's broadest index of Asia-Pacific shares outside Japan falling 0,24%, further moving away from the all-time highs reached last week. Meanwhile, the gains continue to be made. Seoul Stock Exchange, The Kospi index rose 1,5% to 4.900 points, a new record and its thirteenth consecutive positive session. Since the beginning of the year, driven by rising expectations about the country's involvement in artificial intelligence, the Kospi has gained nearly 17%, a 92% gain over the twelve months. Furthermore, the benchmark index is just 2 percentage points away from the 5.000 level, a key target in South Korean President Lee Jae Myung's election campaign. Analysts say South Korea's key industries, such as semiconductors, defense, and shipbuilding, have increased their competitive advantage, which appears to be driving a renewed increase in the stock market's value, pointing to the 6.000 level as the next target.
In Japan the clue Nikkei Tokyo loses 1,3%. The yen weakens against the dollar, at 158,1. Bank of Japan could increase the interest rates three times this year, doubling the current level, if the yen continues to weaken, according to Citigroup's head of country markets. The prime minister Sanae Takaichi announced yesterday at a press conference his intention to dissolve the lower house of parliament and call early legislative elections for February 8Investors reacted selling government bonds in droves Japanese doing soaring yields at historic levels in a market marked by the prospect of tax breaks and promised recovery measures. The yield of 30 years jumped to an unprecedented 3,66%, while the rate of the bond market 40 years reached the 4% threshold for the first time. The rates on bonds with a maturity of 10 years rose to a new high since 1997, above 2,32%. Today's 20-year bond auction revealed weak demand.
In China, Hong Kong's Hang Seng Index is at par, while the CSI 300 index of Shanghai and Shenzhen stocks is down 0,3%. House prices in China continued to decline rapidly in December. Meanwhile, the People's Bank of China he kept rates unchanged main interest rates on 1- and 5-year loans, at 3% and 3,5% respectively.
Gold and silver are at all-time highs, while oil is little changed. Gold has surpassed $4.700 an ounce, bringing its monthly gains to over 9%.
Il dollar dominated the currency markets. The dollar index, which measures the U.S. currency against six units, fell 0,18% to 98,912.euro has surpassed $1,165. The Swiss franc hit a weekly high of 0,7956 per dollar, after rising 0,7% on Monday. bitcoin slipped below $91.000.
European stock markets opened lower. At Piazza Affari, eyes were on Leonardo and Fincantieri.
European stocks are expected to open lower. Citi has downgraded European stocks from "overweight" to "neutral" due to the latest increase in tensions and uncertainty over tariffs.
It has been designated the new vice president of the ECB, surprisingly the Croatian Boris Vujčić.
Leonardo/Fincantieri. Leonardo's chairman hinted at a possible future merger between the aerospace and defense group and the Fincantieri naval group. During an event at Bocconi University in Milan, Stefano Pontecorvo, speaking directly to Claudio Cisilino, Executive Vice President of Fincantieri, expressed his desire to see a merger between the two companies.
PsTreasury in favor of renewing CEO Lovaglio's mandate in April.
Bpm bank The board of directors convenes to review the amendment to the bylaws and to begin the process of submitting its list for the next board renewal.
B for BankBetween December and January, JP Morgan Chase made significant capital gains, both through the purchase and sale of shares and other financial instruments. As of December 11, 2025, its potential stake was 8,768%. On January 7, 2026, it subsequently reduced its shareholding to 3,484% (the potential total stake was 4,136%), and on January 9, it further reduced it to 0,685%.
Stellantis has laid off 740 workers at the Tychy plant in Poland, one of the group's key production hubs in Europe, and the Polish trade union Solidarnosc of Silesia-Dabrowa has addressed a letter directly to Exor, the holding company owned by John Elkann, the company's largest shareholder, to ask for a clear position on the future of the factory.
Saipem has launched its Drilling Training Centre, a highly specialized training hub dedicated to developing technical skills in the drilling industry. The centre is designed to offer training courses that integrate theory and practice, using cutting-edge technology and an immersive approach.
Hera has signed a binding agreement to acquire 100% of the Sostelia group, active in the treatment of civil and industrial water, a transaction with an enterprise value of 138 million euros.
Aeffe has requested from the Bologna Court an extension until June 6 of the protective and precautionary measures as part of the negotiated resolution of the crisis involving the company and its subsidiary Pollini. The fashion group has also appointed Stefano Falliti as Chief Restructuring Officer.
Saipem, JP Morgan Chase holds an aggregate stake of 5,063%
