In the latest episode of the podcast "Al 4° piano", Kairos strategist Alessandro Fugnoli talks about what awaits us in 2024 which, "with due care", could be a positive year for investors
In his podcast "Al 4° Piano" Kairos strategist Alessandro Fugnoli outlines a market context in which the stock correction will remain superficial and the stock markets will continue to receive positive news. What to do?
According to the Kairos strategist, the fear of being left out can affect investment choices. But if you rush to buy just because everyone is doing it, you need to be aware of the dangers
According to Kairos' strategist, Alessandro Fugnoli, the economy is doing better than expected but it now has to face the uncertainty of the war in Ukraine, the rise in interest rates and the albeit mild recession: here's how to behave on the stock market
In a period in which forecasts are often divergent, there are two points in which there is agreement: that inflation will fall in 2023 and that 2024 will be a year of strong recovery
ALESSANDRO FUGNOLI, Kairos strategist traces, in his video column "Al 4° Piano", the economic and financial scenarios between now and the end of the year and for the start of 2020
VIDEO-ANALYSIS by ALESSANDRO FUGNOLI, strategist of Kairos- USA and China intend to further push the expansionary cycle of the economy that has lasted for 10 years and Europe, despite being the fragile point, can take advantage of it - The European Stock Exchanges, which are less…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - The scenario for the last months of 2018 forecasts a weaker dollar and a stronger euro, US stocks rising until the elections and European stocks…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - The trend of the financial markets looks at the fundamentals but must also deal with the flow of political and geopolitical news - "Whoever stumbles, from now on, …
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "Stock markets are pushed upwards by earnings, especially in America, but held back by the reacceleration of inflation expectations, due to oil in recent days" - …
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - Without excluding a tail of the correction of the last few weeks, it is probable that throughout the year the stock markets will mark a recovery but we will have to prepare for the bear market…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - "In a year of transition like 2018 we navigate on sight" on the markets and there will be more corrections, even if mitigated by company profits always…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "The correction of the past few days has been absorbed, but there will be others in the coming months" with waves of volatility and repricing "weeks later…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The return of inflation, albeit in a mild form, changes the paradigm of the financial markets: for bonds the yield curve will become steeper and for…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - Regardless of the fears that the spell may end, the financial markets still have a promising year ahead, at least until inflation manifests itself: until …
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - The global economy is growing rapidly but there are many risk factors and a stock market correction is always possible: for this reason it will be good to…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - In two or three weeks President Trump will decide the fate of the Fed, on whose monetary policy that of the other central banks also depends - It will remain as…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Throughout 2017 the equity and bond markets are positive but a problem is projected for 2018 (the end of the growth of global liquidity) and…
From "THE RED AND THE BLACK" by Alessandro Fugnoli, strategist of Kairos - After a long period of increases on the Stock Exchange, the ideal is to sell at the top but it is always difficult to get the right timing right - Today it is not excluded that…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - The trend of currencies must be followed carefully because it influences the financial markets - Here's what to do with bonds and shares
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - After the great rides, the stock exchanges have entered a lateral phase - But, in addition to stock picking, there are three ways to continue earning:…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The true arbiter of the single currency will be Macron's labor reform: if it passes, the euro will strengthen but if there are barricades in Paris the…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - The Saudi turnaround reflects the awareness that shale oil has forever changed the global energy landscape and that today the supply of oil is practically unlimited,…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Gradually but relentlessly the Federal Reserve is moving from an expansionary monetary policy to a neutral one: "This does not mean that the time has come to sell everything…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - For this year the horizon of the Stock Exchanges is rosy but, with wage inflation on the rise and the Qe decreasing, in 2018 the tune may change, depending less than…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Except for limited achievements, until September is not the time to leave the Stock Exchange: for two reasons that concern both the USA and Europe - Only at the end…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - From the Trump effect to the Macron effect, the stock markets remain bullish but are back with their feet on the ground - The Trump rally "has turned into the old paradigm of…
FROM "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, Kairos strategist - The Fed will gradually sell the securities purchased with Quantitative Easing and US rates will rise up to 5% by 2022 - "There is no recession in…
FROM "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, Kairos strategist - Trump's immediate setback on health care reform teaches that "the times of reality are much slower than those of fantasy" - The markets will hold up but…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - In 2018 global liquidity, quadrupled since 2018 by expansionary monetary policies, will slowly begin to decline but the effects on bonds and shares will not be the same…
From "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, Kairos strategist -"A reasonable exposure to the stock exchanges is still a correct choice" and "if Macron wins the elections, the euro will be able to strengthen, but what will eventually be lost on the dollar it will be…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "The European political scenario changes every week now" - What is really happening in France and Germany and what will be the effects on the markets,…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - In a world dominated by absolute confusion, the first thing to do in asset management "is to fortify the monetary-bond defensive part as much as possible" and then "delimit…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "The perception that the dollar can be kept under control" is at the basis of the Wall Street records of the Trump era but the expectation of the radical…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - Uncertainty about the result of the American elections is projected onto the markets - In the next two months it is probable that the stock markets will fall but no corrections are in sight…
FROM "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, Kairos strategist - No one has ever been able to correctly predict the historical, economic and political developments of the next twenty years - And five years from now? There will be more debt,…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - From the chimera of the Helicopter Money to the scrapping of the Qe and the tapering of the ECB: the markets dream but the stability of growth and the very slow rise of inflation in…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - The OPEC agreement is "only a facade" and in the world "oil continues to be very abundant" and Texas "has a greater potential than that of 'Saudi Arabia' which…
-From the BLOG "IL ROSSO E IL NERO" by ALESSANDRO FUGNOLI, strategist of Kairos - No one knows how many US interest rate hikes there will be this year but the markets don't care - In September it is therefore better to buy on weak bonds and…
From the BLOG "IL ROSSO E IL NERO" by ALESSANDRO FUGNOLI, strategist of Kairos - Fed: monetary expansion yes, but without excess demand - Summers: stimulate demand by increasing public spending - Rich: there is excess supply - Rogoff: …
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - Great Britain has responded to Brexit better than Europe which incredibly tightens up the restructuring rules for Italian banks even more - Until the Old…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - After Brexit, Europe has problems but in the medium term and not in the short term - "From now until the end of the year, the navigation of the markets, provided…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "In a context of rising inflation and expansive central banks, gold is a good investment and it is no coincidence that experienced characters like Soros and…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Despite the fears about the stock expressed by Goldman Sachs and other strategists, the stock exchanges have become calmer and more confident and there are reasons -…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The chimera of Helicoter Money that mutualises debt and lifts the economy from stagnation seduces and worries the markets - All the pros and cons but "yes…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - After the end-of-cycle crisis in February we returned to the status quo ante and the markets returned serene as a result of Qe, fiscal policy…
