Oil surpasses $90 a barrel and is shaping the stock market. Oil stocks are the ones that stand out on the FTSE MIB, but at the last minute, they finish just below par. European natural gas...
Renewed tensions in the Middle East and the prospect of rising interest rates are putting pressure on stock markets. Asian markets are down slightly, and European ones are expected to do the same. At the Milan Stock Exchange, Eni is keeping an eye on the market.
US Treasury Secretary Scott Bessent has unveiled a veritable "Economic D-Day," a plan for secondary sanctions to target sources of economic supply and put pressure on Iran: "No one is beyond the reach of American sanctions."…
A very busy week on the financial markets: Nvidia unveils its quarterly results on Wednesday evening, and the Fed Chairman speaks in Jackson Hole on Friday. Gold hits its highest level since mid-May, and European natural gas nears €70: its highest level since January 2023.
The 60-day truce has expired without an agreement to extend it. Trump threatens to declare the Strait of Hormuz US territory, while Tehran raises tensions by offering a reward for the capture or killing of an American soldier.
Netanyahu rejects the US plan for Gaza, and Israel considers unilateral strikes on Iran. Meanwhile, Tehran stalls negotiations and refuses to reopen Hormuz, while the war depletes American missile stockpiles.
The United States, Iran, and Oman are close to a tentative agreement to reopen the Strait of Hormuz: Washington aims to announce the deal on Wednesday, according to Axios. The agreement aims to restore the truce and restart negotiations for a…
The tycoon received the Ukrainian president and the Israeli prime minister at the White House on a day dedicated to key foreign policy issues, on the sidelines of the commemoration of Republican Senator Lindsey Graham. Here are his statements.
The international scenario is strongly impacting the stock and commodity markets. At the Milan Stock Exchange, oil prices are down sharply, while Amplifon and Ferrari are up sharply. Oil prices are below $90 a barrel.
After surpassing $100 last week, Brent crude, considered a barometer of tensions in the Middle East, fell to $90. Asian stock markets are mostly positive, with attention focused on the Chinese CXMT phenomenon...
Stock markets are mostly up on the eve of the quarterly results for Big Tech and Italian banks. Along with the rise in oil, the recovery in gold and silver stands out.
Despite threats and bombings, Iranian Foreign Ministry spokesman Esmail Baghaei confirmed that the diplomatic apparatus is active. According to Reuters, mediators have proposed a 10-day truce.
Tehran breaks the Islamabad agreement and threatens countries hosting US bases. Trump orders new strikes after the deaths of two soldiers in Jordan.
Eni CEO Claudio Descalzi has sounded a strong alarm about the global energy situation following the renewed blockage in the Strait of Hormuz. The risk of rising oil and gas prices is growing.
The darkening international scenario is reflected in the stock markets, especially in Europe. But the new sell-off in artificial intelligence-related stocks is also weighing on the stock markets, and in Milan, STM closed in sharp red.
Wall Street reacts to US inflation data and bank earnings, but the positive sentiment isn't enough to boost European stock markets, held back by tensions in the Middle East and rising oil prices - Follow the LIVE broadcast.
New mutual attacks and Iran announcing a new closure of the Strait, which will ultimately impact oil prices. Meanwhile, new talks are underway: according to CNN, in Muscat, Oman proposed a solution to allow traffic. Furthermore…
Iran's Mojtaba Khamenei vows revenge for his father's death: he doesn't name names, but the blacklist includes Trump and Netanyahu, Prime Minister Giorgia Meloni, French President Macron, British Prime Minister Starmer, and German Chancellor Merz.
Meanwhile, efforts to mend the rift continue today: Iranian Foreign Minister Abbas Araghchi arrived in Muscat, Oman. A meeting between technical teams from Iran and the United States is scheduled for Sunday in Pakistan. Discussions…
Beyond geopolitics, investors' attention is focused on the upcoming earnings season. Major U.S. banks will announce their results next week - Follow the LIVE coverage.
Traffic in Hormuz has come to a near standstill after another night of cross-strikes in the Gulf, with the US-Iran truce now hanging by a thread. Meanwhile, Israel has reportedly shared new intelligence with the United States that suggests a new plan...
Oil prices have returned to being the market's barometer: with a 10% increase in three days, they have once again sparked fears of rising inflation and interest rates. The government bond market is the most...
Markets shaken by renewed tensions in the Middle East and Trump's fiery statements. Pressure on government bond yields. The Nasdaq declines after closing out its best half-year ever.
Trump reportedly approved the plan to attack Iran and ordered its execution while in Turkey for the NATO summit. Eurozone government bond yields immediately rose after the surge in oil and gas prices.
The new escalation in the Middle East is fueling renewed fears of inflation and interest rate moves: watch the minutes of the Fed's latest FOMC meeting today. Government bond yields are rising again. In Asia, the Kospi is falling...
NATO summit in Ankara: support for Kiev is expected to be confirmed at $70 billion per year between 2026 and 2027, but only from Europe and Canada. The formula the United States is banking on is…
The funeral began on the very day of the 250th anniversary of US Independence Day, and will culminate with the burial on July 9th. A huge turnout is expected.
High-level talks were held in Switzerland at the end of June, but following last week's US strikes on Iranian soil, Tehran rejected any direct negotiations. Negotiations will resume after the funeral of Ayatollah Ali Khamenei,…
The resumption of talks in the Middle East appears to have reassured investors after the tensions over the weekend. Oil prices are setting the pace. In Asia, Samsung Electronics and SK Hynix are attracting considerable attention, both of which are showing off significant investments. Stock markets…
The Israeli cabinet unanimously approved Foreign Minister Gideon Sa'ar's proposal to recognize the Armenian genocide. The international community immediately raised doubts about whether such recognition would actually constitute a move against the…
Bank of Italy survey on international tourism in our country: after a growth in 2025 thanks to the Jubilee and the Milan Cortina Olympics, the US-Iran war has drastically slowed the arrival of tourists from the Gulf area who traditionally boast a high spending power
Israel and Lebanon signed a framework agreement in Washington that paves the way for peace. "Italy is ready to do its part," the Prime Minister's office expressed satisfaction. Meanwhile, tensions in Hormuz are rising.
"Without Italy and France, Europe and the West would not be what they are: we are two great nations with converging interests," said Italian Prime Minister Giorgia Meloni in her first bilateral meeting with the French president. Agreement for a post-UNIFIL mission in…
Wall Street's positive but unenthusiastic performance is also dampening European stock markets, which are hovering near their daily lows. Questions remain regarding both the valuations of technology companies, following their recent surge, and the progress of negotiations between...
Progress in negotiations: the US Treasury lifts sanctions, but management of the Strait of Hormuz will never return to pre-war levels.
After threats of further traffic disruptions in the Strait of Hormuz, more reassuring messages arrived this morning regarding the positive outcome of the talks in Switzerland between the US and Iran. In Asia, Korea's SK Hynix stands out, overtaking Samsung...
Talks between the United States and Iran begin today in Switzerland, with JD Vance at the table with Tehran. The negotiations kick off amid the nuclear issue, the fragile truce in Lebanon, tensions in the Strait of Hormuz, and the…
US-Iran: Will the truce really last? Interview with Stefano Silvestri, former president of the Institute of International Affairs and a leading expert on geopolitics and military affairs: "This agreement is missing many things, all of them of significant importance. Nothing is said about Iran's missile armament, so…
Investors are cautious following the heavy overnight attacks in Lebanon between Israel and Hezbollah. Milan's stock price soars to new records and targets 53 points - Follow the LIVE coverage.
With half of Asian markets closed for the holiday and the US busy celebrating Juneteenth, trading is subdued today. Tokyo and Seoul reversed course late in the session but posted strong weekly gains.
After a negative close on Wall Street yesterday on the prospect of Fed rate hikes within the year, stock markets today are boosted by the memorandum of understanding sealing peace between the US and Iran and allowing the Strait to be reopened "immediately."
Great anticipation for the new Fed Chairman's first press conference: no one expects any news on interest rates, but Warsh's words will be scrutinized. Stock markets are mixed. Signs of a recovery in raw materials. The rally in...
The draft US-Iran memorandum calls for 60 days of negotiations, a halt to the war, nuclear limits, the lifting of the naval blockade, and a $300 billion plan. The signing is expected on Friday, June 19, in Lucerne.
At the ongoing summit in France, leaders unanimously reaffirmed their support for Ukraine. Von der Leyen: "We will double our aid." Trump: "Moscow and Kiev must reach an agreement. I will hold a press conference to explain the memorandum signed with Tehran."
US-Iran peace and artificial intelligence, along with the collapse of oil prices and the rebound in gold and silver, are the drivers of a lively day on the stock markets in Europe and especially in the United States. SpaceX gained another 8%. Good performance…
The peace agreement pushes oil prices lower and tempers central bank interest rate outlooks. Asia celebrates with strong gains in the Nikkei and Kospi. European stocks open sharply higher. At the Milan Stock Exchange, eyes are on...
The long-awaited peace agreement between the US and Iran was announced overnight. It was signed in Geneva on Friday. Navigation in the Strait of Hormuz is now free. It's the end of a nightmare, even if Netanyahu doesn't like it and continues to bomb the...
THE ECONOMIC HANDS OF JUNE 2026. The effects of the Iran-US agreement (assuming it's signed and reopens the Strait of Hormuz). The stalemate in negotiations continues to weigh heavily. If America isn't laughing, Europe...
"The Islamabad Memorandum of Understanding has never been closer to completion," Donald Trump posted last night on Truth. The agreement also involves Lebanon, but Israel is not having it: "We will not withdraw." The Strait of Hormuz reopens.
A lively Friday on the stock markets despite the US-Iran trade wobble and the largest IPO in history. Piazza Affari reached a new record high of 51.497 points, following in the footsteps of STM and the banks.
Trump: "We got everything we wanted; the conditions leaked by Iran were false. They better get their act together."
SpaceX: instruments listed on over-the-counter markets indicate a booming debut, with gains of 35%. New highs for the Milan Stock Exchange (Piazza Affari) above 51.600 points - Follow the LIVE broadcast.
Trump said a deal with Iran is now on the way, with signing expected as early as this weekend. Oil and gas prices are falling sharply. Eyes are on SpaceX's price: futures indicate a price of $173.
After announcing attacks on Kharg Island in the Strait of Hormuz, the US president backtracked. "Planned strikes canceled, agreement close: Iran will not have a nuclear weapon." The date and location of the signing will be announced soon: it could come…
In her remarks to the Chamber ahead of the European Council, the Prime Minister attacked "European bureaucrats who are accountable to no one" and announced her intention to work with the EU to define the measures that can be financed through flexibility. "At the next summit…
"The agreement with Tehran is fully negotiated; the Iranians just need to start signing it," the US president told reporters on Wednesday. But then, overnight, intense missile attacks resumed, to which Iran promised a harsh response.
According to CNN, Trump repeated at least 38 times in just over two months that a US-Iran deal was "just around the corner," with a near-regular frequency of about once every two days. A recurring promise that hasn't been…
Tensions are rising again in the Middle East in response to the downing of a US military helicopter in the Strait of Hormuz. Overnight, US airstrikes on Iran responded with strikes in Jordan and Bahrain.
After last week's telephone dispute, tensions are rising again between the two allies. Netanyahu's response: "Donald is a friend, but Israel has the full right to self-defense." The Rome prosecutor's office has opened an investigation into the Israeli minister...
Europe seesaws between geopolitical tensions and a tech sell-off, while the banking game ignites the market in Milan. Stellantis is under pressure, oil prices soar, and the spread rises. Follow the LIVE broadcast.
Israel strikes military targets in Iran after Tehran's missiles. Trump reined in Netanyahu and pushed for a deal, while the Houthis reopened the Red Sea front.
Asia plunges, but Nvidia mitigates losses by announcing several partnerships with South Korean tech companies. Wall Street, after Friday's plunge, awaits this week's SpaceX IPO, along with key economic and quarterly data. European stock markets saw a slow opening…
The US House of Representatives delivers a slap in the face to Trump: the war powers resolution passes by a vote of 215 to 208, with the support of four Republicans, but remains non-binding. Meanwhile, the president is reiterating the possibility of a deal "in the…"
Uncertainty surrounding the US-Iran peace talks is keeping markets on edge and pushing up oil prices, but artificial intelligence stocks are enjoying a run of their own. The Milan Stock Exchange (Piazza Affari) is holding its 50.000-point mark.
Yesterday, a Botswana-flagged vessel violated the US blockade of the Strait of Hormuz. Trump: "Have we stopped dealing with Tehran? Fake news." Rubio: "Peace by today or next week." Trump lashes out at Netanyahu: "You're a…
Along with the high-tech rally, glimmers of peace between the US and Iran are boosting stock markets and driving down oil prices and T-bond yields. Semiconductors are booming, with Stm leading the way, pushing Piazza Affari above...
Last night, a decisive phone call between the US president and his Israeli ally: the announced bombing of Beirut was halted at the last minute. Meanwhile, negotiations with Tehran are resuming, but the ayatollahs are threatening to close the Strait of Hormuz.
According to the New York Times, the American president has made no decision. Tehran strikes a base in Kuwait, injuring five Americans.
Wall Street hit new highs yesterday, driven by technology and pharmaceutical stocks. Dell surged 40% in after-hours trading. Asia surged. South Korea and Japan closed out a stellar month. European stocks opened slightly higher. At the Milan Stock Exchange, eyes…
According to the website Axios, the agreement between Washington and Tehran to end the conflict, reopen the Strait of Hormuz without tolls and put an end to the Iranian nuclear program could be announced on Sunday.
Eyes on US GDP and inflation. Milan holds firm thanks to defense - Follow LIVE • MARKETS Government bonds fall after renewed US-Iran hostility: here's why by Gabriella Buschi
New attacks are reigniting tensions and putting pressure on the fragile ceasefire. Iran's Revolutionary Guards are calling it a "serious warning" to the US and reiterate that any aggression "will not go unanswered."
New mutual attacks between the US and Iran dash the hopes of an agreement that had dominated markets until yesterday. Asian stocks are falling sharply, dragged down by the collapse of the South Korean Kospi. European stocks opened lower. A…
The US president said that "Tehran will receive no sanctions relief in exchange for giving up enriched uranium." He then urged Saudi Arabia and the Gulf countries to sign the Abraham Accords "immediately."
Stocks took profits after the rally in AI and biopharma. Oil stocks also fell in Italy following the circulation of the draft US-Iran agreement on Hormuz (which the White House, however, called a "total fabrication") and the...
Talks between Washington and Tehran continue. The priority is to quickly reopen the Strait of Hormuz. Trump: "Iran's enriched uranium will be immediately destroyed." NATO cuts are coming: allies under pressure.
An attack was launched overnight in southern Iran, "to protect troops," a United States Central Command spokesman said. Tehran responded with a "very harsh response." Israel struck southern Lebanon.
US raid in southern Iran responds: "Now violent retaliation." Japan prepares additional maneuvers. Keep an eye on Huawei in China, while Taiwan overtakes Mumbai. Kospi returns from vacation with a 2,7% gain. European stocks opened slightly lower. A…
Trading is expected to be light today due to the holiday in the United States, the United Kingdom, Hong Kong, and Seoul. But markets are betting on peace, with oil prices at $98 and the Nikkei...
After an initial rush to reach a deal, Trump is stalling. "There's no rush." Rubio: "It could happen today."
Winds of peace between the US and Iran boost stock markets, while WTI crude oil falls below $100. Sparks continue to fly in semiconductors. Avio, Stellantis, and Stm shine in Milan. BTP-Bundle spreads decline.
Iran and the US still face many unresolved issues, including nuclear enrichment and control of the Strait of Hormuz. European stock markets opened higher. At the Milan Stock Exchange, eyes are on Stellantis and Amplifon.
The markets continue to seesaw between geopolitical developments and the results of high-tech companies most closely tied to artificial intelligence. Piazza Affari recovered in the afternoon and held onto the 49.000-point mark. Generali performed well after the results.
Talks to end the Middle East conflict and reopen the Strait of Hormuz are reportedly nearing completion. Washington has responded to the 14-point text presented by Iran. The nuclear issue remains a sticking point, on which the Asians…
Defense stocks are recovering in Europe, while Avio and Leonardo are soaring in Milan. Artificial intelligence and high tech are in flux as we await tomorrow's Nvidia results. Government bonds are jittery.
The Strait of Hormuz is the main factor: a prolonged closure could worsen the economic situation and push oil prices up to $200 a barrel in the extreme scenario.
Trump suspends tomorrow's planned attack on Iran. Oil falls slightly but remains above $110. Yesterday, Wall Street saw profits in tech stocks ahead of Nvidia's data, while Google's Alphabet soars. Japan's GDP...
Last night the US president took stock of the situation on Truth, explaining that the US was ready to attack today, but it is once again due to the intercession of the Gulf countries.
The FTSE MIB closed bucked the trend compared to other European stock markets, largely due to dividends. Sources close to the White House reported that Washington deemed the Iranian offer insufficient. Oil and the euro rose. The BTP-Bund spread fell…
Iran's new plan calls for a suspension, but not a halt, of uranium enrichment, and Trump isn't having it. Meanwhile, the G7 Finance Ministers' meeting opens in Paris, focusing on the conflict's repercussions on the global economy.
As Trump continues to threaten Tehran in bold letters on his social media, markets are losing hope of a deal. Asia is in the red. All eyes are on Samsung: negotiations are underway to avert a critical strike. European stocks are seen opening lower.
The phrase "the calm before the storm" appeared on Truth with an image of Trump with a threatening expression and a pointing finger.
Geopolitical uncertainties are pushing investors to take profits on high-tech stocks most closely tied to artificial intelligence. Piazza Affari loses 50 points, hit by the fall of STM, but records a spectacular boom in Technoprobe. Silver falls, gas...
Speaking to reporters aboard Air Force One, Trump explained that he had made no commitments regarding Taiwan. Tehran: "The positions on nuclear power are too far apart."
ECB, what the economic bulletin says: the war in the Middle East "is weighing on economic activity" and the data "point to a weakening of growth since the outbreak of the war", with consumer and business confidence about the future having "undermined"
Europe pulls the handbrake and Milan travels in the red: investors disappointed by the Trump-Xi summit - Follow the LIVE broadcast • MARKETS Fears of a global energy crisis, here are all the effects by Gabriella Bruschi
On Saturday 16th May on FIRSTonline the May economic news by Fabrizio Galimberti will be available and will answer the main current issues: from the economic situation to structural changes, from rates to currencies and stock markets.
The Chinese president urged Trump to overcome the Thucydides Trap. The tycoon: "A fantastic relationship and a great future." Tariffs, Iran, and rare earths are among the issues on the table for the White House leader's visit to Beijing.
The International Energy Agency's monthly oil market report: "With tanker traffic in Hormuz still limited, cumulative supply losses by Gulf producers already exceed 1 billion barrels, with over 14 million…
Attention today shifts to Trump's first trip in six months to meet with Xi Jinping: the yuan's rise suggests a truce, at least for trade. Rising inflation weighs on government bonds. Meanwhile, Asian stock markets, off to a poor start...
