Yellen is back: Bags up, dollar down. Today Piano Stellantis

Today Wall Street reopens and the spotlights are all on the intervention of the new Treasury Secretary - In the afternoon Tavares will illustrate the Stellantis plan, which makes its debut on Wall Street after yesterday's boom in Piazza Affari - Orcel in…
Usa, dove Yellen in the Treasury will push aid and SMEs

The arrival of three available vaccines and the new physiognomy of the Biden administration push the markets that smell the honeymoon. We are moving towards a monetary policy concerted with the big ones, to the benefit of Europe. New taxes? Georgia will be the Aug…

The role of governor will be held until next February by Janet Yellen, but it is already full succession - The other two candidates are Kevin Warsh, a member of the Fed board from 2006 to 2011, and Gary Cohn, his adviser…
Yellen: "Imprudent" not to raise US rates

Three news from America: the Fed president reopens to rate hikes, Trump loses in Alabama but the tax reform begins its process today - Oil returns to its highs - The Alstom-Siemens wedding is underway - Today is Fincantieri-Day ,…
Jackson Hole, Hot Friday with Draghi and Yellen

Two of the leading exponents of the economic and financial panorama together once again at the meeting that brings together all the central bankers of the world. The last common challenge of the two is the abandonment of Quantitative easing without excessive repercussions for the world economy. The…
Italy, what is really at risk if interest rates rise

From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Our country remains Europe's weak link in the event of a recession: it can absorb a not excessive revaluation of the euro but runs greater risks in the face of a possible rise of…

The interest rates intervention in the US Congress by the president of the Fed, who will be replaced in February by the former Goldman Sachs Gary Cohn, pleases the markets - Oil recovery and the boom in Chinese exports - Asset management shines in Piazza Affari,…
THE 5 TOP NEWS OF THE DAY

Recovery and bank bailouts, Visco: "Italy is no longer at risk" - The "dove" Yellen relaunches the stock exchanges and Piazza Affari celebrates - Pop Vicenza and Veneto Banca: the Chamber agrees to trust - Sicily fires: Catania and San …

Wall Street sets record on Janet Yellen's speech to Congress, during which the Fed's number one will talk about the state of the US economy in 2017 - Awaited indications on rates and budget reduction - As soon as the document is released,…

Stock markets rise in Europe a few hours after Janet Yellen's hearing at the US Congress - Milan also favored by the successful outcome of the Treasury auctions in the morning - Oil and oil stocks are on the rise - Savings…

New emails increase the risk of impeachment for Trump - The number one of the Fed, who will be replaced in the spring by Gary Cohn, explains to Congress the strategy for raising rates - Today, the vote of confidence in the House…
The Fed raises rates again, oil sinks

Yellen, convinced that she is almost at the end of the Fed presidency and that Trump will not renew them, raises interest rates by a quarter and confirms that there will be two more hikes in 2017 - Oil falls - Stock markets…
Holland and the Fed are calming the markets

Holland's anti-populism vote and Yellen's dovish attitude as she raises US rates by 25 bp invigorate the markets: Wall Street rises and the dollar strengthens - Trump lends a hand to FCA - Oil prices rise…

Sparkling day on the domestic and international front: the Senate saves Lotti, the Stock Exchange soars with Leonardo, inflation has been at its peak for 4 years and then Yellen raises rates (as expected) and votes are cast in the Netherlands.

The rally in bank stocks pushes Piazza Affari beyond 19.600 points - Unicredit to the fifth consecutive increase: meanwhile the new "lean" structures of the top are taking shape - Industrialists are weak - Waiting for Yellen's speech, who tonight…

"It is fair to say that the economy is close to peak employment and inflation is moving towards our target," Yellen said speaking at the Commonwealth Club of San Francisco - Beige Book published: “Post-election confidence has…

The one decided by the US central bank is the second increase in the last ten years, after that of a year ago: the increase was widely expected - "The expected inflation and labor market conditions have been realised", said the…
The banks collapse but Piazza Affari defends parity

Yellen anticipates the imminent rate hike but does not disturb Wall Street - European stock exchanges at their highest except Piazza Affari, which are weighed down by the heavy losses of bank stocks - Spread Btp-Bund over 180 - Going against the trend Luxottica, Buzzi, Campari,…
Mediobanca, Generali, Mps: here's what changes

The institute of Piazzetta Cuccia rises to 100% of Banca esperia and announces the reduction from 13 to 10% (but perhaps also to 5%) in the Lion of Trieste which could rise to 7-8% of Mps with the bonds - Today the more…
Stock exchanges awaiting the Fed: Yellen speaks today

The Federal Reserve Chair, Janet Yellen, will clarify her strategy on rates that will most likely only gradually rise after the November presidential elections in the late afternoon today at the Jackson Hole meeting - Sparks between Vivendi and…
Bags waiting for Yellen, truce for the banks

Markets in stand-by in view of the Fed president's interest rate intervention at the weekend - Oil slows down with immediate negative effects on Wall Street - Pfizer's big coup, Molmed flies - Antitrust ok to Atlas - Yes…
Draghi and Yellen shield Brexit

In view of tomorrow's vote, the numbers one of the ECB and the Fed say they are ready to intervene even in the event of Brexit - But the markets remain cautious: the recovery prospects are not exciting - Banco Pop and…
Draghi, Yellen and No Brexit support the Stock Exchanges

The weakening of the Brexit risk and the reassuring interventions of the presidents of the ECB and the Fed invigorate the stock markets which are experiencing another day in positive territory - After the ups and downs of the early hours, Piazza Affari recovers and gains 0,45% in the wake of…
Yellen does not touch rates but fears Brexit

The Fed leaves rates unchanged as the European markets had guessed with yesterday's rebound - Yellen, however, does not hide her worries about the negative consequences of Brexit: "It's dangerous" - Nikkei nosedives this morning (-3%) and…
Stock market and banks, finally a rebound in Piazza Affari

After five consecutive knockouts, the stock exchanges find the strength to rebound and Piazza Affari gains 1,5% - The recovery of the banks is decisive with the exploits of Banco Popolare and Bpm - Fashion is also doing well with Moncler and Ferragamo in…
Yellen, the rate hike can wait

The Fed chairman seemed to rule out a tightening on short-term rates: the market expects the Fed to leave them unchanged next week - Brexit worries but the mining sector gives impetus to the City - The Btp-Bund spread…

The Stock Exchange is trying to understand what the Grillini exploits mean in Rome and how Banco Popolare's capital increase, which starts today, will go - But eyes are also on Yellen, who is speaking today in Philadelphia, and in the referendum…
Hot summer after Yellen's words on rates

The Fed President's surprise announcement on the rate hike, albeit gradual and prudent, shifts the markets' attention to Brexit and what will happen in July - The hike will help maintain risky positions in equities,…
Banks, RCS and BTP in the limelight of Piazza Affari

Carige and Veneto Banca in final appeal - Consob green light in Cairo: the battle for RCS begins - BTP auction today: new discounts in sight - Terna's Shareholders' Meeting after the inauguration of the record-breaking power line - The effect will be felt on the markets …
Sparks between Enel and Telecom on Metroweb

Recchi (Telecom): "No Metroweb? We will put more money into infrastructure" - Starace (Enel): "Ready to collaborate with Telecom but only on the network" - Poste: 29,7% on the Stock Exchange after November - Veneto Banca scares Ubi and Bper - Record for…
The Fed opens the door to rate hikes in June

The possible rise in American interest rates keeps the markets anxious as they await tonight the words of the hawk Fischer and the dove Yellen: according to analysts it is probable that the rise will slip in September - Bonds are rising, holding…
Europe, gains and losses from the Fed turnaround

From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The expansive turn of the Fed which postpones the rate increase and looks kindly on the stock market has two reasons: support for China and the fight against…
Yellen makes emerging markets happy

The postponement of the Fed rate hike favors the recovery of emerging markets for at least three months and maintains a competitive dollar to reabsorb part of the damage of the drop in oil on the shale gas industry - Portfolio flows to…
Yellen effect: the stock exchanges up, the dollar down

Boom on Wall Street for cruises and yoga - Asia resets losses, Wanda takes off (+18%) - Oil loses momentum and a weak opening is expected for European stock exchanges - Telecom: today the Cattaneo effect - FCA at top of the automotive…

The postponement of the rate hike overshadowed by the Fed president gives confidence to the markets - Apple and Microsoft are flying on Wall Street - Bulls are expected to start in Europe - Two-speed banks in Piazza Affari - Landslide…