The red wave laps at Piazza Affari, but does not overwhelm it. The Ftse Eb it loses 0,4% and drops to 21.536 points, trying right up to the end to find a balance between sales and purchases. They remain more backward Frankfurt, -0,85%; Paris -0,67%; Madrid -0,57%; London -0,77%. overseas, Wall Street, a weak game, is moving against the backdrop and the Nasdaq is currently up by half a percentage point. The title of Tesla it briefly touches 507,76 dollars, yet another record waiting to land on the S&P 500. Overall, however, it is the third consecutive day that the New York market is shaking under the blows of growing infections (170 thousand new cases yesterday alone). Also weighing on the start of negotiations today is the first increase in five weeks in the number of new applications for unemployment benefits, +31.000 (compared to the previous week), for a total of 742.000 units, demonstrating the weight that the cases of coronavirus have on the labor market and on the performance of the largest world economy.
Furthermore, the enthusiasm for vaccines is fading, after the excellent news from Pfizer and Biontech on the one hand and Moderna on the other, to which is added AstraZeneca whose anti-Covid induces "a strong immune response in the elderly". Thus the natural profit-taking prevails in the oil, tourism and transport sectors, banks, which have breathed a sigh of relief at the appearance of news on effective vaccines available in a relatively short time.
A new driving force is now being sought which could come, in the USA, from the aid plan for families and businesses which was not approved before the elections and which remains hanging on to a difficult compromise, given the opposing political interests of President Donald Trump and the President-elect Joe Biden.
On the other hand, Europe is grappling with the veto of Poland and Hungary on the Recovery Fund, while the president of the ECB Christine Lagarde invites you to hurry on the day the European Council reconvenes. "The economy of the euro area will be severely affected by the consequences of the rapid increase in infections and the reintroduction of containment measures" - observes Lagarde in a hearing before the EU Parliament - there are "clearly downward risks" with respect to "the short-term economic outlook ”. “The main challenge for policy makers will be closing the gap until vaccines are well advanced and the recovery can regain momentum.” The Next Generation EU package "must become operational without delay". The president confirms that in December the Central Bank will "recalibrate" its instruments to react to the crisis.
In this context theeuro-dollar it is little moved in area 1,184. The single currency recovered positions against the pound, with the cross around 0,895.
Il Petroleum was affected by the general climate of moderate risk aversion: Brent traded down by 0,7%. just above 44 dollars a barrel.
In Piazza Affari it scores a substantial increase Inwit, +3,27%, driven by expectations for the dividend, which according to Bloomberg analysts could rise to 30 euros (+76%).
Dusting fca, +2,07%, in the wake of the announcement that the shareholders' meetings of FCA and Peugeot will be held on 4 January for the approval of the merger aimed at creating the new Stellantis group.
Snam, +1,85%, appreciates following the announcement, this morning, of an agreement to purchase approximately 33% of Industrie De Nora from Blackstone to strengthen its hydrogen technologies. The operation is judged by analysts to be strategically interesting for the positioning of the group in the promising hydrogen market.
The session is positive for the entire utility sector: Italgas +0,66%; Enel +0,52%; A2a + 0,49%.
Flat Terna +0,03%, after the announcement of industrial plan to 2025 which foresees a strong acceleration of investments in regulated activities in Italy.
Raise your head Diasorin +1,59%. It remains well bought among the banks Bper +0,64%, in a context of weakness for the sector.
Sales hit Amplifon -3,74%; Prysmian -2,68%; Banca Mediolanum -2,52%: Azimuth -2,38%.
Out of the main basket retraces Mediaset, down by 2,51% after denying having received letters from the Vivendi board addressed to the group's board of directors (as reported today by press sources) in an attempt to resolve the disputes that have been going on for some time.
Pale red finish also for the bond: lo spread between ten-year Italian and German it rises to 117 basis points (+1,27%), but the BTP rate remains at +0,6%, just above the all-time lows.
