Appointments: Andrea Mangoni will lead Mundys, the former Atlantia. Objective: relaunch and acquisitions
Atlantia becomes Mundys and Edizione of the Benetton family chooses Andrea Mangoni as CEO
Atlantia: Massolo on the new board of directors and Alessandro Benetton deputy. CEO wanted
The board of directors confirmed the management powers to chairman Massolo ad interim. The extraordinary shareholders' meeting then authorized an intercompany financing transaction for a maximum amount of 8,225 billion euros which will serve to reduce financial charges
Atlantia, board of directors resigns after delisting: interim powers to chairman Massolo
Activities towards the new post-delisting governance continue. Powers in Massolo until the meeting to be convened to appoint the new board
Stock Exchange, three freshmen arriving in the year of the delisting which caused Piazza Affari to lose 50 billion
Eprcomunicazione makes its debut today in Piazza Affari, one of the last three freshmen of a year characterized however by delistings rather than debuts on the Italian Stock Exchange
Stock exchange: takeover bids and delistings flock, Piazza Affari loses almost 50 billion in capitalization in 2022
There are many goodbyes in 2022, many of which are weighty. Piazza Affari in 2022 loses almost 50 billion in capitalization. From Atlantia to Exor, here's who left
Erg, brilliant entry on the Ftse Mib in place of Atlantia which will leave Piazza Affari on 9 December
On the day of its debut among the 40 big names on Piazza Affari, the energy group's share took the place of Atlantia and was immediately placed in positive territory (+2,3%)
Atlantia: the takeover bid has exceeded 90% and moves on to delisting. The new CEO is awaited, will it be Rogowski?
Atlantia's exit from Piazza Affari is expected in the coming weeks. Then the new appointments will have to be made. Andre Rogowski, CFO of Albertis, is among the most likely for the position of CEO
STOCK EXCHANGES LATEST NEWS – Btp Italia over 2 billion orders. In Piazza Affari, spotlights on Eni, Terna and utilities
Watch out for the opening of the offer for the new six-year Btp Italia. While on the equity side, the reopening of the Atlantia takeover bid should be noted
The Atlantia takeover bid reopens from 21 to 25 November. Shares on the rise on the Stock Exchange, then delisting
The takeover bid for Edizione-Blackstone, launched through the vehicle Schema Alfa, closed on Friday at just under 90%. To gather more adhesions, the takeover bid will be reopened from 21 to 25 November
Takeover bid Atlantia close to 90% adhesions: the Benettons are preparing to bid farewell to the Stock Exchange together with the Blackstone fund
The takeover bid for Atlantia that the Benettons and the Blackstone fund will withdraw from the Piazza Affari list is close to 90%
Atlantia: Tender offer by Edizione and Blackstone to start on 10 October. Ok from Consob, all the details of the offer
With Consob's approval, the last piece was also completed, takeover bid starting on 10 October - The total value of the offer is 19 billion - Here's everything you need to know
Atlantia: Takeover bid and delisting postponed by a month, we start in the autumn
In Spain, the time for the go-ahead for the takeover bid and delisting is lengthening. The operation will start a month late
Aspi, Autogrill, Atlantia: the 3 moves with which the Benettons say goodbye to Piazza Affari
After the sale of Autostrade per l'Italia and the agreement with Dufry on Autogrill, the takeover bid for Atlantia will arrive in the autumn (which will change management with the departure of Bertazzo) aimed at the delisting
Eni postpones the listing of Plenitude but supports the increase of Saipem, Ipo De Nora and Opa Atlantia advance
Lots of news for Piazza Affari: Eni postpones the listing of Plenitude while De Nora goes ahead. Green light for the Benetton takeover bid on Atlantia. In Europe, meanwhile, the recession is advancing
Fiumicino Airport: new boarding area opened for 6 million more passengers every year
23 new gates opened without increasing soil consumption - The infrastructure cost 400 million euros and is part of a program that includes investments for 10 billion
Atlantia: Giampiero Massolo is the new president, ok with the 2021 budget and dividend
Atlantia's shareholders' meeting elected the new board of 15 members. Three directors of Assogestioni. Green light, for the first time in Italy, for the energy transition plan
Takeover bid Atlantia, Benetton corners Perez who will attempt a difficult comeback in Abertis
The Benettons' takeover bid for Atlantia has wrong-footed Florentino Perez who had bet on the Italian company but is now having difficulty launching a counter-takeover bid - however, keep an eye out for Abertis on whom the Spanish manufacturer could attempt a comeback
Opa Benetton sends Atlantia flying, Opa Musk sends Twitter into swing and the ECB brings down the euro
Benetton's awaited takeover bid opens a poker game on Atlantia: who will respond to Florentino Perez? - Musk's totalitarian offer on Twitter is more turbulent - ECB does not run on rates but the euro falls against the dollar - Markets closed on Friday
Atlantia: Benetton and Blackstone launch the takeover bid at 23 euros per share. Objective: to secure control and delisting
A dividend of 0,74 euro is added to the offer. The operation is worth over 12,7 billion. Shareholders with their hands tied
Benetton takeover bid on Atlantia: the Stock Exchange is expecting it shortly. Wall Street roller coaster
Inflation displaces the markets, all oriented towards the downside - Oil is also swinging - Piazza Affari's spotlight is on Benetton and Atlantia
Atlantia: the Stock Exchange is preparing for the takeover bid, but war and inflation are affecting the financial markets
The Benetton family and the Blackstone fund prepare the takeover bid on the entire capital of Atlantia, undermined by the Real Madrid owner, to then proceed with the delisting
Banco Bpm queen in Piazza Affari. Atlantia and Moncler go up, Tim down. European stocks up
Credit Agricole's blitz, which surprisingly bought 9,18%, triggers speculation - Milan pink jersey in Europe - Rumors of takeover push Atlantia
Banks, Credit Agricole surprisingly buys 9% of Banco Bpm. Atlantia, no from Benetton to Perez
Sparks in Milan, not just for Generali and Tim - Credit Agricole buys 9% of Banco Bpm without the knowledge of the Milanese bank - Apax wants agreements with Tim - Atlantia: no to Perez
Wall Street is also pushing Europe downwards: Atlantia's boom in Piazza Affari but that's not enough
After a promising start, the stock exchanges turn negative and Piazza Affari is among the worst despite Atlantia's boom on the hypothesis of a possible Florentino Perez takeover bid
Bags in recovery. Atlantia in the sights of Acs unleashes the Bull in Milan. Maneuvers of the funds on Telecom Italia
Stock markets recovering in Europe. Milan is the best, driven by the challenges open to Atlantia, Generali and Tim. Government bonds hold, oil down. Tonight the minutes of the ECB
Atlantia between two takeover bids: the battle between Perez and the Benettons begins. The stock flies above 10% and then drops a bit
A battle involving takeover bids hovers over Atlantia: on one side the funds Gip and Brookfield, flanked by Perez, on the other the Benettons with Blackstone – The stock soars over 10%
Stock exchanges revive with the words of Xi Jinping: Nasdaq shines, but volatility remains high
The European stock exchanges close a day and a week of strong fluctuations. The Nasdaq rises. Atlantia runs in Milan, Iveco and Eni go down
Autostrade, Court of Auditors: decisive green light for the sale by Atlantia to the CDP-Fondi consortium
The 8 billion transaction for the transfer of 88% of Autostrade to the CDP-Fondi consortium can be considered substantially concluded – The news triggers Atlantia's share on the Stock Exchange
Aspi, Atlantia: the sale to Cdp, Blackstone and Macquarie is not yet concluded. Two conditions are missing
In the press release on the 2021 financial statements, closed in the red for half a billion due to write-downs, Atlantia explains the reasons that still prevent the conclusion of the sale of Aspi
Leonardo and Adr, agreement to transform Fiumicino and Ciampino airports into smart hubs
Partnership to develop joint projects in the fields of cyber security, surveillance, monitoring, communication and decision support for critical infrastructures and urban air mobility
Sustainability, Terna and 7 others in the Glio/Gresb index
Only eight Italian companies ranked in the Glio/Gresb Esg Index. The global sustainability index specializing in companies that manage infrastructures that are crucial to society and the economy
Aspi: ok EU to the acquisition by CDP and funds
According to the EU commission, the transition of Autostrade per l'Italia from Atlantia to Cdp and Fondi "would not raise competition problems"
Construction: Atlantia returns to profit, record orders for WeBuild
The two giants of the sector have published the results for the first 9 months - Atlantia's revenues grow by 17%, the ebitda by 27 - Over 10 billion new orders from WeBuild, which however announces a possible slight revision…
Autostrade, the nationalization that doesn't exist: double insult for M5S
The sale of Autostrade per l'Italia (Aspi) by Atlantia was indeed a deal but above all for the Benettons and - mockery within the mockery - the minority shareholders of Aspi decided not to sell to avoid…
Exchanges on stand-by waiting for the Fed, but Atlantia and Webuild fly
Between tonight and tomorrow the Fed meeting which the markets are watching with great attention - Success of the first Eurobond and historic truce in the war in the skies between Airbus and Boeing - In July the ECB decision on…
Atlantia soars on the stock market on maxi dividend and buyback
The company announced plans for a "new Atlantia" in light of the sale of Aspi - 8 billion euros available to be used for platform growth - 1-2 billion buybacks and new dividend policy expected
Motorways: CDP, Blackstone and Macquarie agree with Atlantia
The consortium - made up of CDP Equity, Blackstone Infrastructure Partners and Macquarie Asset Management - today announced that it has reached an agreement with Atlantia for the acquisition of 88% of the share package in Autostrade per l'Italia
Opa Generali and sale of Autostrade turn on the lights of the Stock Exchange
All the spotlights of Piazza Affari on the surprise takeover bid launched by Generali on Cattolica Assicurazioni and on the sale of Autostrade by the Benettons to Cdp and international funds - The signs of economic recovery are multiplying all over the world…
Stock market, Cattolica rallying for the Generali takeover bid and Atlantia leap
Sparks in Piazza Affari for today's two major operations: Generali's total takeover bid which sends Cattolica Assicurazioni flying over 15% and Atlantia's green light for the sale of Autostrade to CDP and international funds
Autostrade changes: Atlantia sells it to CDP and international funds
Green light from Atlantia's shareholders' meeting for the sale of the subsidiary Autostrade per l'Italia to Cassa depositi e prestiti and to the Blackstone and Macquarie funds - The value of Autostrade has been raised to 9,3 billion euros
Autostrade, for Atlantia it is the D-day for the sale to CDP and funds
Atlantia's shareholders' meeting is called today to decide on the sale of the entire Autostrade per l'Italia package to Cdp Equity and the Blackstone and Macquarie funds: the Benettons' vote is decisive
Cdp in Open Fiber wants the majority and in Autostrade between 88 and 100%
The CDA of Cassa Depositi e Prestiti has given the green light to an offer to Enel to raise more than 50% in Open Fiber - The offer for Aspi has also been finalized with Blackstone and Macquarie - Telecom runs on the stock exchange, in…
XNUMX-year BTPs and T-Bonds: yields rise and stock markets weaken
The yields of both Italian and American government bonds start to rise again, displacing the stock exchanges which in fact are retracing
Atlantia in the spotlight, the Fed pushes Wall Street to a record
Sparks in the Atlantia Stock Exchange after the interest shown by the Spanish president of Real Madrid, Florentino Perez, in the purchase of Autostrade - Powell protects the bull as raw materials push prices in China
Aspi attracts Florentino Perez and Atlantia takes off. Btp superstars
The owner of Acs presents an expression of interest for Autostrade and tension rises on the dossier - Tim in decline while the single network loses share - 120 billion for the latest Treasury issue
Autostrade: from Cdp and final offer funds to Atlantia
The consortium underlines that the new proposal "constitutes a significant approach to the requests" of the Benetton holding company
Suez in recovery, shadows on Wall Street. Atlantia, you decide
The good news coming from Egypt lowers the tension on oil and commodities but the US stock market comes to terms with the exasperated trading on some Big names - Biden presents a plan and new taxes - Stellantis stops in the US:…
Stock exchanges rebound driven by tech and oil, Tim shines in Milan
Stock exchanges regain share after the ups and downs of recent days - Telecom Italia stands out in Milan, leading the list with a leap of 3,5% - Tenaris, Stm, Ferrari and Atlantia also do well.
Atlantia to showdown and Antitrust sting on Autostrade
Turning point in the game on the split of Aspi. Fondazione Crt comes out and asks for a vote on the Cdp proposal in the assembly on Monday. Fire weekend
The US economy is running, half a flop for T-bonds, keep an eye on Atlantia
The auction of US government bonds is not doing well, while the rotation from the new economy to the old economy continues on the Stock Exchange - In Piazza Affari, the spotlight is on Atlantia: the Benettons want to sell to CDP but foreign funds oppose
Atlantia, in 2020 loss of 1,17 billion and no dividend
The group controlled by the Benettons is feeling the strong impact of the pandemic and closes with operating revenues down by 29%. Rebound expected in 2021. New BoD on Autostrade on Tuesday
Oil holds back the stock exchanges. Is the Bank of Japan the new Gamestop?
After a cautious start, the European stock exchanges change pace but Milan remains flat - Asian markets close in the red - In Japan, the BoJ rises by 21%, driven by purchases by small traders - In Milan, Atlantia and…
The stock exchanges are racing in anticipation of the J&J vaccine: eyes on Atlantia in Milan
The go-ahead for US economic stimuli and the green light from the FDA for the J&J vaccine reassure the stock markets, also driven by good data on manufacturing - Atlantia is racing in Milan awaiting developments on the ASPI dossier, Leonardo and…
Highways, Cdp and funds: offer sent. The price remains unknown
Tomorrow, Atlantia's Board of Directors will meet to decide, but the market is betting on refusal: Aspi's valuation is too low. Here's what can happen now
Stock markets down, but sparks on the highways
The uncertainties about vaccines and the reawakening of inflation are moving capital from the stock market to the bond market, but in Piazza Affari the securities of Atlantia and above all of Astm stand out: the first because it awaits the offer from CDP for Aspi and…
Bags in the red, but Atlantia runs and Astm flies
Fears about inflation and the trend of the pandemic send the stock markets into the red and push purchases on commodities - Spreads on the rise - Atlantia appreciates in Milan awaiting the CDP's board of directors who could decide on the offer - Astm…
Atlantia soars on the stock market in the wake of letters from the EU Commission and CDP
The hypothesis that Edizione may open the capital of Holding Sintonia to third party investors also drives the title
Atlantia-Cdp towards new postponement: the Benettons down on the stock exchange
We are towards the fourth postponement of the operation which should bring 88% of Autostrade per l'Italia, now owned by the Benetton family holding company, into the hands of the Cdp-Blackstone-Macquarie consortium.
Autostrade relaunches with the new plan: investments up by 110%
In the industrial plan to 2024, investments will rise to 6,1 billion, while maintenance costs will reach 2,5 billion (+60%) - 2.900 new hires are expected and a strong push towards digital
Stock exchanges, 2-speed Europe but the Fed extends aid
The Fed extends aid to the economy - In Europe, on the other hand, the Stock Exchanges are going in no particular order: sales in Milan and Frankfurt, new increases especially in London - Atlantia, Campari, Ferrari and Moncler are the best stocks on the Stock Exchange.
Atlantia goes on the stock market after the (provisional) No to CDP for ASPI
The board of directors of the holding has rejected the latest proposal from the CDP and funds for 88% of Aspi, but points to an improved offer after the closure of the due diligence at the end of January. On the 15th extraordinary assembly
Atlantia, Tim, Mediaset: many battles in the shadow of the networks
Just as the historic opportunity of the Recovery Fund makes colossal figures available to catch up on infrastructure, three fundamental games are still open. And Bolloré scores in the Cesarini area
Hopes on Brexit and vaccines push stock markets
The glimmers that seem to be opening between the UK and the EU on Brexit and the start of mass vaccinations in the USA give a positive tone to the stock markets - The Ftse Mib slows down in the final but closes positively thanks to Azimut, Pirelli and…
Autostrade, Benetton towards the thaw with Laghi at the top
The signs of appeasement from the Benettons towards the government are multiplying: from the proposal on tariffs to the arrival of the former Alitalia commissioner as CEO of Edizione Holding. However, some "mines" remain to be defused on the way to an agreement with Palazzo Chigi
Benetton, change at the top: Laghi replaces Mion
Professor Laghi, a well-known Roman professional and former commissioner of Ilva and Autostrade, is the new president of Edizione Holding, the Benetton finance company which appointed him yesterday evening in the hope of finding mediation with the Government and…
Atlantia rebounds: the Stock Exchange aims for a happy ending
After last week's declines linked to new judicial developments, the recovery of the holding in Piazza Affari continues - The market is aiming for a closure within the timeframe of the sale of Autostrade to Cdp
The stock market closes the week up and Btp Futura is close to 6 billion
The stock markets end a week dominated by announcements on the anti-Covid vaccine and the controversy over the US elections - Cnh flies to Piazza Affari and Atlantia collapses - The Treasury raises almost 6 billion from the BTP Futura…
Ponte Morandi, Castellucci's arrest sinks Atlantia on the Stock Exchange
The former CEO of Aspi, liquidated in 2019 for almost 13 million euros, ended up under house arrest for the crimes of attacking transport safety and fraud in public supplies. Five other managers involved
The stock exchanges are hoping for the ECB after Black Wednesday
While Europe sinks into lockdowns, the stock exchanges - after yesterday's collapse - are clinging to Lagarde who today could announce a strengthening of emergency purchases
The lockdown terrifies the markets: stock exchanges in deep red
The arrival of new lockdowns in Europe scares investors, who flood the European stock exchanges with sales - In Italy it is the day of quarterly reports, while all eyes are on Atlantia after the offer from CDP - Sales also on Wall Street…
Cdp: here is the new proposal for Autostrade
The offer provides for CDP to appoint president and CEO of Aspi - The foreign funds Blackstone and Macquarie support it in the offer - A 10-week due diligence is expected
Autostrade: Atlantia rejects CDP proposal
The greatest distance between the parties concerns the enhancement of Autostrade - The Atlantia Shareholders' Meeting of 30 October remains confirmed - But the negotiation continues under wraps
Trump against Google, but polls show Biden winning
Google is accused by the Trump administration of violating antitrust rules, but it is unlikely that sensational decisions will be reached, while polls indicate Biden as the likely winner of the US presidential elections - Bond boom - In Milan…
Autostrade: CDP presents the purchase offer with foreign funds
The Cassa Depositi e Prestiti has formalized its offer together with the Blackstone and Macquarie funds to take over Autostrade from Atlantia which, however, does not consider the price proposed by the consortium to be fair
Stock exchanges swing between Covid and US stimuli: Atlantia queen in Milan
Atlantia's race and the sprint of the oil companies are not enough to lift the spirit of Piazza Affari which closes just below parity in line with the other price lists - Waiting for the boards of CDP and the holding company of…
Stock market: Atlantia flies, banks are challenged
Piazza Affari positive in the middle of the day with Atlantia - Expectations are rising for the Cdp board of directors who will decide the fate of Autostrade - Unicredit and Intesa up, Bper in the red on the day the increase ends - Mps…
Autostrade: agreement in sight, Atlantia goes public
In the afternoon, the board of directors of the holding company and Cdp - In the end, the Cassa, in consortium with two foreign funds, could take over 88% of Aspi - The market is also celebrating the sale of 49% of Telepass to Partners Group
Stock markets in strong rebound: more hopes for the vaccine
All European stock markets are up - Milan gains 1,7%: Bper (for technical reasons), FCA and Atlantia are flying - Pfizer announces that the anti-Covid vaccine could be approved at the end of November.
Between Banco Bpm and Crédit Agricole evidence of alliance
According to reports from Il Messaggero, the two banks have signed a confidentiality agreement in view of negotiations for a possible merger, in which Banco would represent 55-60% of the business combination
Stock exchange, CDP effect: Atlantia and Webuild shine
Stock markets in random order but Piazza Affari on the rise: Atlantia stands out, for the possible solution of the Autostrade case thanks to Cdp and foreign funds but also Webuild, the construction hub pushed by Cdp
Atlantia, the Stock Exchange toasts Cdp-Blackstone-Macquarie
Autostrade's exclusivity in negotiating the entire package garners acclaim - Even if a certain caution remains in the background after the many stop & go that have marked the negotiations with the government, the first figures of…
The blue chips hold back the Stock Exchange but Atlantia goes against the tide
Sales of Pirelli, Telecom Italia, Leonardo and Saipem hold back the Ftse Mib, even if Atlantia, Stm, Cnh score good increases
Piazza Affari rebounds with Stm superstar, Atlantia down
In the middle of the day, the Ftse Mib defends 19.000 points and the best title is that of Stm, which beats expectations in the preliminary accounts - Banco Bpm does well even if the rumors of an agreement with Credit are deflated…
Atlantia board of directors: “Autostrade transfer yes, indemnification no”
Atlantia's Board of Directors confirms its willingness to sell the controlling stake in Autostrade, but only at market conditions and without any guarantee on the past - Now it's up to Prime Minister Conte to respond
Atlantia bounces back, the stock exchange believes in dialogue with the CDP
In the middle of the day the Ftse Mib is flat even if marked by strong volatility. The purchases of the Benetton company make news: today the boards of Atlantia and Aspi could be decisive. The other European squares are weak
Banks and Stock Exchanges regain sprint, showdown on Atlantia
The rally of banks in Europe gives impetus to the stock markets - The good news from China and Trump's possible new aid plan behind the relaunch of Wall Street - Atlantia and the government in the grip on Autostrade
Stock Exchange: Milan up with banks and Agnelli, Atlantia recovers
Very positive session for the European markets, in the wake of the Asian stock exchanges - Piazza Affari gains around 2% in the middle of the day: only Diasorin and Atlantia are in negative territory, which however limits the damage pending the decision on the revocation.
Bags in deep red: new infections are scary
Fears about the increase in infections in EU countries and especially in France, where the premier does not rule out a new lockdown, scare investors - Banco Bpm runs in Piazza Affari, but the other banks are in the red after the warning…
US stock exchanges recovering, from CDP half-opening to Atlantia
The peace trials on the US budget give Wall Street a breather - Banks on the shields in Piazza Affari - CDP does not close at Atlantia, but sets a deadline for reaching an agreement on Autostrade
Atlantia, two options for Autostrade: sale or spin-off with IPO
The Benetton holding which controls Autostrade breaks the gap and proposes two solutions that the Government does not like, because they reduce the space for the CDP to intervene, even if they do not close the door - the Government and the CDP ask for respect…
Autostrade: Atlantia and the Government one step away from breaking up
All the spotlights on today's Atlantia board of directors which is oriented towards the spin off and sale of Autostrade on the market, which would reduce the state's entry into the motorway company - The government is furious and is contemplating the revocation of…
Btp 30 and 10 at historic lows, Snam and Atlantia support the Stock Exchange
The yields on thirty-year and ten-year BTPs have never been so low, to the great benefit of the Treasury - The European stock exchanges are all positive, while Tesla pushes the Nasdaq down.
The stock exchanges rebound: Nexi, Tiscali and Mediaset fly
On the day Wall Street was closed, all the European stock exchanges are recovering - Piazza Affari gains 1,25% led by Nexi, Atlantia, Fineco and Poste - New Tiscali boom
Atlantia: ok to split Autostrade
The board of directors gives the green light to the Aspi demerger project, but does not close on the direct sale - Gualtieri in the Chamber: "Agreement with CDP in the process of being defined, it will be a market operation" - Title on a roller coaster
Stock Exchange: eyes on Atlantia, Tiscali and Mediaset
The umpteenth record of the Nasdaq and the S&P 500 push up the European lists - On the Ftse Mib, achievements on Atlantia on the day of the Board of Directors - Mps shines after the go-ahead from the ECB on Npls - Medisaet runs after…
Stock market in tow of Atlantia: crucial hours for the agreement with the CDP
Day of recovery for the FtseMib which closes positive - The fate of Autostrade dominates the scene a few hours before the Board of Directors meeting on September 3 - Weak banks, oil companies down - Wall Street in conflict, weak Apple
Stock markets on the rise, Atlantia on the rally
The rumors about the agreement with CDP give wings to the Benetton holding company - Industrialists do well on the Ftse Mib - The euro is falling, but the dollar remains weak and pushes oil downwards
Highways towards the agreement. Accounts on investments and tolls
According to the rumors collected by Bloomberg, the agreement between the CDP and Atlantia which brings together the Board on Thursday is now close. The assessments on Aspi are ready. Two-stage solution with spin-off and capital increase. The accounts of the Cottarelli Observatory…
Bag on the swing. Well Atlantia, down Tim
Piazza Affari and Europe are slowing down. Recovery in the evening with data on US manufacturing and the recovery of employment in Italy - Bank and car sales - Cold shower from Holland for Mediaset, Zoom protagonist on Wall Street
Piazza Affari in swing, Atlantia bounces
After a record-breaking August, September begins with uncertainty over the Ftse Mib - Eyes on Tim, who starts with the turbo but then slows down - From the macro side, positive data for manufacturing and employment