Stocks on alert regarding possible developments in the clash between Israel and Iran. Leonardo, Eni, Amplifon and Saipem rise at Piazza Affari. Pirelli falls after the divorce from Brembo
New stimulus measures from the Chinese central bank have supported European markets, with gains especially in the luxury and automotive sectors. Wall Street is little moved after the September data on US consumer confidence
China's economic slowdown and Beijing's crackdown on displays of wealth are taking a toll on some of the world's top luxury brands.
European stock markets increasingly suffering weighed down by doubts about global oil demand and the stability of the US economy. Piazza Affari is the worst, dragged down by oil and banks. Wall Street also recorded losses after economic data…
After the feared “Black Monday”, markets surprised with a rapid recovery in August. This recovery was supported by positive data on inflation and growth, which reinvigorated confidence and reduced recession fears
In the middle of the day, European stock markets celebrated thanks to the gains on Wall Street and Tokyo. Milan, back in operation after August 33th, sees the Ftse Mib reach 4,35 thousand points. Industrial stocks such as STM (+3,7%), Iveco (+3,4%) and Stellantis (+XNUMX%),…
Asian stock markets shine with Tokyo leading the rally thanks to positive economic data, while the yen slips. In Europe, optimism is growing thanks to encouraging signs from the United States and lower inflation. Wall Street is approaching...
The European stock markets are in positive territory at mid-session with Piazza Affari leading the increases and returning above 32 thousand points. The dollar weakens, fueling expectations of a possible rate cut by the Federal Reserve
At mid-session, European stock markets remain in negative territory, with Milan confirming itself as the worst performer due to declines in the banking and technology sectors. However, encouraging signs are emerging from Japan: the Central Bank is evaluating the possibility of further…
The stock market crash of August 5, 2024, although devastating, offered hedge funds the opportunity to accumulate stocks at discounted prices and demonstrated how declines can represent an opportunity
The European stock markets regained serenity and closed with a robust rise, with Piazza Affari in the lead, supported by the banks' rally and by MPS. Wall Street slips again also due to the decline in stocks hit by disappointing quarterly results...
After Black Monday, the stock markets are moving at two speeds: Tokyo and the USA are clearly recovering, while Europe is fluctuating. MPS booms on Piazza Affari after the presentation of the accounts. Btp-Bund spread at 152 bps
Despite Tokyo's record rebound (+10,23%), uncertainty prevails in Europe, influenced by the weakness of Wall Street and the lack of US data. MPS shines in Milan after results above expectations
For various reasons, summer is anything but a month's holiday for the financial markets and often produces crises galore: from Russia's default on 17 August 1998 to the signs of the subprime mortgage crisis in the USA,…
After the crash in Tokyo, European stock markets remained in decline at mid-session, with Milan leading the decline with a decline of 2,9%. US futures are also in the red. Cryptocurrencies and oil are down, while safe haven assets such as…
The European stock markets are preparing to start the last session of the week in negative territory, in the wake of the collapse that yesterday saw all the stock markets of the Old Continent as protagonists. The quarterly reports and fears of US recession weigh heavily
Despite the rebound in Piazza Affari this morning, the atmosphere has changed on the markets and the collapse of the Nasdaq indicates that the feared correction is underway. After a long run, high tech and luxury stocks are the…
All the spotlight on the Nasdaq, the index of high tech companies which yesterday experienced one of its worst sessions in recent years. Luxury and banking are also special observations
No shock in the stock market on the first day after Biden: all of Europe is on the rise and in the USA Wall Street and the Nasdaq recover thanks to the sprint of Tesla, Nvidia, Alphabet and the other Big Tech stocks. Instead he remains at the stake...
What is really behind the effervescence of American stock markets? Curiously, mid caps are doing better than Big Tech and promise to continue. Europe awaits white smoke over von der Leyen
Even today, luxury is the cross of the European stock markets, again in the red except for Milan. The Trump effect, however, continues to give breath to Wall Street which is banking on the tycoon's return to the White House
THE CLOCKS OF THE ECONOMY OF JULY 2024 – Why can we exclude a recession? Can we expect a correction in the stock markets? What was the role of the 'Magnificent Seven' in Wall Street prices? Why did the stock markets rise both in…
After an uncertain opening, European stock markets are confidently taking the upward path, despite Powell's words and the French instability. Tim's exploit on Piazza Affari after the S&P promotion. Spreads and yields falling
European stock markets fade at the end and close in the red in the wake of Wall Street after the US job report in line with expectations. Meanwhile, attention turns back to France as the electoral run-off approaches. In Milan…
The indices of the main Latin American economies close a first half of the year in chiaroscuro: Milei promoted, the new Mexican president Claudia Sheinbaum rejected, Lula sent back
European stock markets are back in the red, while the financial climate remains uncertain in these days that separate the first and second electoral rounds in France. At the ECB Forum in Sintra, the leaders of the Federal Reserve and the Eurotower reiterate the…
The rally that followed the first round of the French elections is already over, European stock markets are in the red after the publication of the data on Eurozone inflation which is slowing down. In Piazza Affari, oil companies are doing well, cars are in the red
In Europe, industrialists, defense and banks are sinking, fueled by nervousness over the electoral outcome in France and the Le Pen risk. In Milan, energy stocks such as Saipem, Enel and Eni shine. In the US pre-market, Nvidia rebounds
The luxury market does not seem to stop, auction houses compete for the rarest pieces to attract global collectors. There is no shortage of results which in some cases see sales rates hovering close to 100%
The main stock exchanges of the Old Continent are trading lower, while Milan remains afloat. Luxury is affected by the postponement of Golden Goose's IPO, due to the "significant deterioration in market conditions". Meanwhile, the EU Commission has started, as expected,…
THE CLOCKS OF THE ECONOMY OF JUNE 2024 – What factors are behind the stability of the Italian economy? Why is growth virtuous? Is export gaining market share? Is the quality of exported goods increasing? Is GDP more dynamic than it seems? Why…
The week of ECB rate cuts begins, even if the reduction will not go beyond 0,25%. Milan remains the best stock exchange in Europe after Amsterdam and disproves the old saying "Sell in May and go away". But the…
In the last episode of the podcast on the 4th floor, Kairos strategist Alessandro Fugnoli reflects on the similarities between 2021 and 2024 to answer a question: how long will the market run last?
Another day in the red for European stock markets. Milan is also down despite the jump in STM, MPS and Leonardo. Wall Street with bated breath on Nvidia's quarterly report, which will be revealed at the close of the stock exchange, and on the minutes of the last meeting...
The art market is experiencing a moment of physiological adjustment, recording a decline in turnover, while Passion Assets (i.e. objects of desire) sectors are growing
After the records of the past sessions, today the positions are added. Saipem and Poste must be followed in Piazza Affari
The Stoxx 600 is set to close its best week since January with a gain of 3%. Piazza Affari is running with the leap of Iveco and Enel. Leonardo is also up after the sale of the former Wass assets to Fincantieri.…
What does the economic future hold for us? Is inflation really under control? How to deal with the fall in raw materials? And what will be the fate of the dollar and the world stock markets? Tomorrow on FIRSTonline the Lancets of the economy by Fabrizio Galimberti and Luca…
European stock markets maintain a solid position at mid-day on the back of positive quarterly results. However, Wall Street futures are falling ahead of US economic data. In the meantime, there is an easing of pressure on…
Meta's expenses for AI, the disappointing GDP of the US first quarter and inflation are weighing on Wall Street: in cascade, the American data are reflected in the European stock markets which close lower, except for London driven by the maxi offer for…
European stock lists around parity while, in America, S&P and Nasdaq are more effervescent but once again gold is the hero of the day
Gold, oil and copper post new increases, confirming the market recovery despite logistical problems after the Taiwan earthquake - Jerome Powell is cautious about the Fed's next moves: "We're not done yet"
The rush of gold, which updates its record, does not stop: here is the new spot price of bullion, up 1,6% compared to Thursday's closing. In Türkiye new historic low of the lira after the vote
The Fed's fluctuating interest rate policy is putting the brakes on Asian markets. European stock markets open with caution in the last session of the quarter, which promises to be the best in recent years
The Milanese price list is the only one rising, remaining above 34 thousand points, while the others in Europe record a mixed picture in the middle of the day, in view of the start of Wall Street where futures are falling
Nexi and Ferragamo also performed badly after the calculations. In Frankfurt Hugo Boss -17%, but the markets are waiting for Lagarde's words
European stock markets are weak as we await the words with which the president of the ECB, Christine Lagarde, will explain the decision to keep rates unchanged
The Milanese stock market stands out in Europe thanks to utilities, oil and banks while the other European stock exchanges find themselves in a contrasting scenario. Wall Street down in a climate of anticipation for Powell's words
European stock markets remain mixed while Wall Street futures predict a negative start. Investor morale in the eurozone is improving, but with Germany in recession the hope of a spring recovery is still uncertain
Turbulent start to the year on the markets of the first two economies in the area: the Merval index of Buenos Aires loses 23% after the rejection of the omnibus law, while Sao Paulo rises timidly but Vale becomes a political case
The Tokyo stock market sets records, surpassing the barrier of 38.915 points, 34 years after the real estate bubble. While Milan has once again surpassed the highs of the last 15 years, driven by the banks. Tenaris in the spotlight
European stock markets flat awaiting the opening of Wall Street, which remained closed on Monday on the occasion of Washington's Birthday - Only BTPs moving
The Unipol takeover bid for Unipolsai inflames the market and brings order to the group led by Carlo Cimbri. Stock markets slowed after the announcement that US producer prices were higher than expected in January. Spread below 150
The party returns to the markets that are chasing historical records, touching up the highs of the beginning of the millennium, but the EU avoided recession "by a hair's breadth"
Positive opening for European stock markets despite the recession in Japan and the United Kingdom, in the wake of the rebound on Wall Street and the positive performance of Asian markets. Stellantis and Prysmian are racing in Milan
Tomorrow on FIRSTonline the Lancette dell'economia, the historic column by Fabrizio Galimberti and Luca Paolazzi, will answer the main questions on the near future of the Italian, European, American and Chinese economy
In a little-moved Europe, Milan achieved a new record since 2008 at 30.910 points, driven by the banks and Saipem - Among the leading stocks of the Old Continent, Novo Nordisk stands out, while H&M collapses after the...
Crossed destinies for the price lists of the two main economies in the area: Sao Paulo's Bovespa starts 2024 in the red, while Buenos Aires has been flying since Milei was elected, but it's not a good sign
Stellantis and the banks run in Milan, Saipem sinks – Artificial intelligence plays a bad joke on Taylor Swift and Microsoft
European stock markets weak on the day of the ECB: the accounts of Tesla and STM weigh below expectations - On the contrary, the accounts of other tech giants are booming with Microsoft which exceeded 3 trillion...
Artificial intelligence increases the turnover of chip manufacturers: +20% in the next 12 months - Europe opens on the rise - Oil is flat
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
The ballet of rates, combined with the winds of war in the Middle East and the difficulties of the Chinese economy, disturb the markets - Tests in Milan for the new TIM branded KKR
Not even the words of the ECB president today in Davos have stopped the pessimism of the markets, fueled by the news arriving from the Red Sea. The risk of recession pushes gas higher. Weak stocks and bonds
European stock markets rise after US and UK attacks against Houthi rebels in Yemen – Oil prices soar
Stock market session in red for European and American stock markets: heavy banks but Pirelli and Moncler stand out in Piazza Affari
The electronic circuit of high-tech American stocks regains its luster and pushes up almost all the stock exchanges in Europe too, including Milan where Banco Bpm and Saipem shine above all
Stock market day oriented downwards everywhere - negative Asia and difficult start for the lists of the Old Continent
Waiting for the central banks' pronouncement on rates but in Piazza Affari the acquittal of Alessandro Profumo and Viola sends MPS into orbit while the excellent collection rewards Fineco
Saturday 9 December on FIRSTonline the last issue of the year of the Lancette dell'economia, the historic column by Fabrizio Galimberti and Luca Paolazzi who will explain on an economic level from the new year how 2023 went and what we can realistically expect
Another day of rise for the European stock markets with Piazza Affari consolidating 30 thousand points despite the decline in oil prices - Bitcoin is flying as it awaits the green light from the SEC in January
Stock markets rising and spreads falling, BTP at 4%. Italy leaves the Silk Road with far fewer problems than Germany. On Thursday and Friday the EU opens negotiations with Beijing: a game worth 400 billion
If even Schnabel, the priestess of German austerity, becomes a dove and says that she can rule out further rate increases, that's music for the markets. 70% of Intesa Sanpaolo employees have chosen the short week
Falling inflation pushes bond yields lower. And the markets are gaining confidence. In Piazza Affari Stellantis close to the top, Mps starts again. Spread at 174 points
Piazza Affari flat despite the drop in oil and gas and the slowdown in prices. Bonds moved little. Waiting for Lagarde's speech
The rises in European stock markets continue, also driven by positive signals on bond yields. Tonight Powell and Lagarde will speak. In Piazza Affari Bper leads the charge of the banks. Disney and Microsoft in the spotlight on Wall Street
After the Fed decisions, the stock markets in Europe are racing in all sectors. Change of pace also for government bonds: massive purchases of T-bonds, BTPs move in harmony. Future Wall Street on the rise, the accounts tonight…
European stock markets are flat awaiting Jerome Powell's words this evening. US employment grows in October but less than expected. Nexi goes up, new suitors arriving
Positive inflation data in Germany and Spain give courage to European stock markets. Oil drops despite the war Israel Hamas. Wall Street is also preparing for a positive start. Stellantis and Tim barely moved
Yesterday Piazza Affari was the only European stock exchange in positive territory - Big Tech is flying but US GDP worries the Fed - High tension Mediobanca meeting tomorrow
Inflation is slowing down somewhat but rates, if kept high for some time to come, will be able to push it towards the 2% target always indicated by the ECB - Two-speed stock exchanges
In Paris, Worldline burns 3,7 billion in capitalisation, Nexi hits -20% and Piazza Affari is in the black in Europe. Tim drops to 24 cents
The stimulus to the Chinese economy decided by Xi Jinping supports the Asian stock markets. Microsoft quarterly driven by artificial intelligence. Gucci alarm, Kering pulls the brakes. Vivendi ready for the legal challenge on the Tim network
Unicredit shines on Piazza Affari but not the banks. On Wall Street waiting for Big Tech. Hermès sparks and drives Moncler
At the center of the attention of Piazza Affari are the accounts of the bank led by Andrea Orcel, which rose at the opening. The rise in yields on US T-bonds and BTPs is slowing. Big Tech's quarterly reports arrive on Wall Street
The run-up in US yields puts pressure on the stock market. Piazza Affari holds up thanks to the banks. The New York Times: Rumors of Release of 50 Hostages in Gaza
President Biden's mission to Israel begins uphill after the Gaza hospital massacre - The effects on the markets which, in addition to the conflict in MO, fear a new rate rise
After a day of swings marked by tensions in the Middle East, European stock markets closed with a timid rise. Spread below 200 after the government's maneuver
In the middle of the session, European markets fluctuate around parity - The euro rebounds and bonds weaken slightly - Gold, gas and oil slow down
The war in Israel weighs on the stock markets which reverse course after a rising opening. At Piazza Affari Tim falls after the Kkr offer on the network. Stable oil. Today the government launches the 2024 budget
Piazza Affari in red with the other markets but firmly above 28.000 points thanks to energy stocks. Spread at 200. US banks' quarterly reports begin today on Wall Street.
The war is less scary than the rise in rates and the stock markets are rising after the comforting statements of the Fed doves. Bonds rebound, the dollar slows down. Stellantis flies to Piazza Affari, Tim recovers
European stock markets are reacting to the war between Israel and Hamas even though volatility is strong. Spread up to 206 points. Waiting for the opening of Wall Street
Positive openings of European stock markets awaiting US employment data. In Italy the placement of the BTP Valore is closed. Prysmian cashes in on Mediobanca's promotion, Enel starts buy back. Tim on the rise
The Indian stock market is at its highest and JP Morgan opens its funds to the purchase of corporate bonds. The rupee soars and the economy runs. European stock markets, however, are struggling to rebound, weakened by the long rise in rates
The wave of yields on the ten-year T-bond stops below the psychological threshold of 5% and gives breathing space to the recovery of the stock markets in America and Europe - Oil falls and the dollar slows down
With a historic vote, the American Congress removed the Republican speaker McCarthy, who the right accuses of having signed the agreement on the federal debt - The storm on Wall Street is immediate while the dollar soars - BTP boom...
European stock markets consolidated their declines after the negative start on Wall Street, while T-Bond prices continued to fall and yields to rise. In Milan the BTP is at +4,91%, causing the spread to skyrocket to 196 basis points...
The European stock markets downshifted gears mid-session due to the indications arriving from the central banks and after the new data on the trend of inflation in the OECD area - Spread rising to 192 points
Signs of pessimism about the economy and growing problems for Italy's debt are slowing down European stock markets. MPS and Telecom Italia in sight on Piazza Affari. World Bank cuts growth forecast for China
