Session of realizations in Piazza Affari, with fca which, having exhausted the effect of the record quarterly, loses 2,81%. Weak banks e Mediaset -1,43%, while it shines Cnh +3,62
Il Ftse Eb, -0,47%, 23.927 points, is among the very few European lists in red, in a context that sees London +1,14%; Frankfurt +0,7%; Paris + 0,49%.
Wall Street, after yesterday's gains, starts slightly higher, but the session is proceeding uncertainly. Amazon stands out (+5%) after the results and according to Macquarie analysts it will become the first company with a capitalization of one trillion dollars (currently around 782 billion). Boom by Expedia, +8%, at the moment. Instead, the thrust of is weakened Microsoft after the quarterly. From the macroeconomic point of view, between January and March the American economy recorded +2,3% against estimates of +1,8% (albeit a slowdown compared to the previous three months). An increase in inflationary pressures is emerging, which could condition the Federal Reserve's moves on rates.
The change euro/dollar it remains in area 1,21.
Slightly negative the Petroleum Brent, down 0,27% to 73,68 dollars a barrel. Gold goes up to 35,09 euros per gram, +0,31%.
On the secondary side, the yields on government bonds in the euro area show little variation. The 10-year BTP falls to 1,74%, but grows there spread with the 117.30-year Bund at 1,91 +9,25%. In the primary sector, the Treasury today placed 2016 billion euros of the five-year and ten-year BTPs and a new CCTEU. This is the maximum amount offered, with BTP rates falling to their lowest since XNUMX.
The Bank of Italy, in its report on financial stability, also reveals that the exposure of Italian banks to the public sector "continues to decline at a rapid pace", while the quota held by the institution rises as a result of the Qe central to total government bonds. Stable families and foreign investors.
In Piazza Affari the queen of the price list, among the big caps, is Cnh, +3,62%, who celebrates like this the excellent results of the quarter.
Bene Moncler +1,51%; Unipolsai +1,24%; Italgas +1,44%; Unipol + 0,8%. Atlantia +0,73% is well bought, but in the flywheel sector Sias +8,85% and Asthma +6,65%, after the green light from the EU Antitrust for the extension of motorway concessions in Italy. The decision follows the agreement in principle reached on 5 July between Commissioner Margrethe Vestager and the Minister of Infrastructure Graziano Delrio and – explains a note – allows the release of around 8,5 billion euros of investments in Italian motorways. Among other things, the plan provides for the extension of two important concessions: that of Aspi which covers its motorway network in Italy and that of Sias which concerns the SATAP A4 Turin-Milan motorway.
The worst performance is that of FCA, which drags Exor -1,47%. Bad unicredit, -1,51%, on which there is the news that yesterday the Turkish Yapi Kredi (a joint venture between Unicredit and Koc holding) announced a capital increase of 4,35 billion. Equita analysts calculate an investment of around 300 million euros for the Italian bank.
Bpm bank, -1,34%.
Leonardo -1,14% partially discounts the rindictment of Alessandro Profumo for the Mps affair (+ 0,11%).
Flat Eni, -0,07% after the accounts. The stock of the six-legged dog is back from a growth of 13,13% in April and 16,54% since the beginning of the year.
