Markets clearly rising in America and Europe: thanks above all to high tech. Alphabet's first dividend is liked. Piazza Affari over 34 thousand points
It is the post-Wall Street stock market that is setting the pace, even in Asia and could do so in Europe too. Microsoft gains over 4%, Alphabet soars to +11% after they closed trading with a decline. In Milan, eyes…
In the latest episode of the podcast "Al 4° Piano", Kairos strategist Alessandro Fugnoli analyzes the behavior of the markets in times of war and draws conclusions for today
Wall Street closed with little movement last night, but in the afterhours all hell broke loose on Meta. Tokyo falls under the weight of a yen at a 34-year low. Eurostat and ECB to follow this morning. Watch out for the banks, Webuild,…
Sales day on the stock markets. STM flies in Piazza Affari but Recordati collapses. The ten-year BTP at 3,94%
Kering collapses in Paris, while Tesla soars by 8% in the pre-market on Wall Street. In Piazza Affari, eyes on meetings and quarterly reports, Salcef flies out of the Ftse Mib
The group also expects a decline of 40-45% in the current operating result of the first half of 2024 compared to the first half of 2023
The EBIT stopped at 4,1 billion euros (-30%), the net result also fell to 1,6 billion (-46%). On the other hand, the margins of Enilive and Plenitude are growing. The business aggregation agreement in the UK with Ithaca Energy has a value…
Tesla has released its financial data and Elon Musk has anticipated the production of electric cars at lower prices by 2025 and almost 6.000 layoffs in the US. The stock is flying in the premarket. In Milan, a flurry of data and…
After yesterday's decline due to the coupon detachment, Piazza Affari is regaining its luster thanks to the push from the banks. Oil falls and the spread narrows
The quarterly reports push the European stock markets higher, with Milan in the pink jersey. Tim runs to Piazza Affari on the day of the meeting, on the Saipem roller coaster. Spreads falling, mixed returns in BTP auctions
Wall Street closes higher, but Tesla leaves 3,34% on the floor while awaiting today's results. Asian stock markets are mixed. Spotlight on the Tim assembly
Stock markets are calm in both America and Europe despite the storm of recent days in the Middle East. Milan suffers from the dividend effect but reduces its losses in the afternoon
The coupon effect weighs 1,53% on Piazza Affari which without the detachment would rise by half a percentage point. Europe rising in confidence on de-escalation in the Middle East. The spread is down
Olof Persson will take office on July 1st, while Gerrit Marx will return to CNH where he will replace Scott Wine. Analysts: "Unexpected news". The ex-dividend date also weighs on the stock
The easing of tensions in the Middle East and above all the hope that the conflict will not spread are bringing détente to the markets. Asia recovering, gold and oil prices declining. Today the session in Milan could be affected by the separation of…
On Monday 22 April, eight companies in the Ftse Mib and seven listed on other indices will pay the dividend. Big names such as Banco Bpm, Ferrari, Stellantis and Unicredit are in the field. Here are the coupons and returns coming soon
The oil surge dies down after Israel's attack on Iran while the stock markets remain cautious. Utilities are highlighted in Piazza Affari. Waiting for S&P's verdict on Italy
The Israeli counterattack on Iran weighs down Asian stock markets and pushes European ones lower. Oil shoots above 90 dollars but then retreats. In Piazza Affari, eyes on Tim and Unicredit
The prospects of a rate cut in June continue to push European stock markets. The industry is doing well in the wake of Abb's accounts. Oil companies are weak in Milan, Telecom is down
The excellent accounts of the Swiss ABB are dragging European industry upwards and consequently the stock markets, which continue to celebrate the future rate cut. The spread is stable, oil is down, nickel and aluminum prices are rising
Revenues by geographical areas see Americas +19,5%, Europe +13,9%, Asia +16%, while sales by distribution channels show retail +15% and wholesale +19%. Cucinelli: "In the Chinese market we can see important development opportunities"
Concerns about the Fed's next moves on rates are still weighing on Wall Street, unlike in Europe where stock prices continue to rise
European stock markets rebound and outperform Wall Street. Thanks above all to the surge of LVMH which inflames the Cac40 but also a clear recovery in Piazza Affari
All the fashion brands rise on the European stock exchanges. The tip of the balance will be China which this week surprised with a GDP higher than consensus. A flurry of data from the sector is arriving
European stock markets rebound after the new data on inflation and the words of Lagarde who confirmed her intention to "moderate the restrictive monetary policy". Banks are running in Piazza Affari, luxury is doing well after LVMH accounts
Yesterday the Fed chairman stressed that "it will take more time" before we see monetary easing. Today we will see the effect on the markets which, however, are trying to recover
Geopolitical risks, in Europe markets in deep red, Milan loses 1,65% and retreats to 33.393 basis points dragged by Stellantis (-2,98%) on the day of the meeting and by the banks. The International Monetary Fund confirms Italy's GDP in 2024 (+0,7%) but lowers…
Stock markets in deep red after Israel announced its intention to respond to the Iranian attack. The spread rises, dollar at highs. Rain of sales on Piazza Affari, bad for the banks
Disillusionment with the Fed's monetary easing and geopolitical tensions are causing stock prices in the US and consequently also those in Asia to fall. European openings saw a sharp decline. Eyes to Eni.
Stock markets, especially European ones, erase fears linked to the Middle East and advance despite the slowdown on Wall Street. Prysmian, Stellantis (which changes the name of the Alfa Romeo SUV) and Leonardo lead the increases in the Ftse Mib
Despite recent geopolitical events, the private equity firm confirmed its commitment to listing after facing delays related to Russia's invasion of Ukraine and unrest in the Middle East. Here are the details
European stock markets, despite strong volatility, are on the rise. In Piazza Affati Prysmian shines (+7%), but also Leonardo and Stellantis. Tim gives in. Oil and gold calm. US futures also predict a rise on the other side of the Atlantic
Asian stock markets under pressure except China, while European ones are seen starting higher. In Milan the spotlight is on Prysmian and Saipem
In recent years, macroeconomic and geopolitical conditions have discouraged IPOs, but in 2024 things could change. The comment by Chiara Robba, head of LDI Equity at Generali Asset Management
The persistent uncertainties about rates penalize America more than Europe, where only London shines
European stock markets are now convinced that it will be the ECB that will inaugurate the season of cuts. In Milan the banks rebound, Amplifon and Saipem run
This afternoon the US quarterly reports will dominate the market: on the agenda are JPMorgan Chase & Co, Citigroup and Wells Fargo. JPMorgan Chase, Wells Fargo, Citigroup, BlackRock and State Street. In Europe, keep an eye on the Unicredit assembly
Sales on banks are pushing Piazza Affari downwards, which is currently the worst among the European stock exchanges. The spread goes back to 141
While awaiting indications on rates from the ECB, European stock markets are heading down the path of declines. On Piazza Affari the Exor galaxy is all in the red after the publication of the 2023 accounts. Down with the banks, Ediliziacrobatica is flying. The…
Data on US inflation yesterday worried the markets, dispelling expectations of a cut by the Fed. Today European stock markets are expected to show little movement. Bankers could benefit from the situation
Wall Street and the Nasdaq are suffering from the prospect of a postponement of Fed rates due to the trend in American inflation. Europe on the other hand is in a swing, but at the end of the afternoon Piazza Affari starts running with the banks on the shields
European markets ignore Fitch's rejection of China and focus on the USA. Piazza Affari on the rise with banks and cars, gold takes a breather, oil prices rise
European stock markets are seen moving positively today in anticipation of the ECB tomorrow. In Asia, Hong Kong shines thanks to the giant Alibaba. Fitch cuts China outlook
It is the day of paradoxes: disturbing signals are arriving from the Middle East and Ukraine but the defense industry is suffering on the stock market and Leonardo is paying the price. But the decline of all the stock markets in America and Europe also weighs...
A Goldman Sachs report sends the European Defense sector into the red as it awaits US inflation data and the ECB meeting. Milan gets worse in the middle of the day. Amplifon also down after Antitrust investigation, Banca Ifis does well. Keep on running…
The climate of expectation remains: for the US inflation data tomorrow and for the ECB's decision on Thursday. Yesterday Wall Street closed with little movement, but Tesla made sparks with a rise of almost 5%
Investors' eyes are already focused on US inflation on Wednesday and the ECB meeting on Thursday. Milan among the best, oil falling, yield on the benchmark 10-year BTP rising
The momentum of American employment beyond expectations gives a boost to Wall Street and especially to the Nasdaq. In Europe, however, the taking of benefits continues and it is above all utilities and MPS that are suffering
With the favorable opinion of the competent commissions of the House and Senate and with the talks with Consob in the next few days, the new offer becomes concrete. Possible division into 2 tranches
European stock markets are all down sharply awaiting US employment data. Minneapolis Fed hawk questions rate cut. Oil on the rise. There is only one investor question: it has begun...
The announcement of the buyback plan and the trend in oil prices support Eni shares on the stock market (+1,21%). Shareholders' meeting on May 15th for the purchase of treasury shares. Plan for widespread ownership and yes to the fourth tranche of the dividend...
Markets looking for direction after Powell's words at Stanford University. Gold hits a new record, then retraces. On Piazza Affari, Poste and Azimut stand out, Tim down despite the huge refund
The company focuses on short, less risky capex free operations. Profits decreasing in 2023, but equally the board of directors approved the distribution of a dividend, drawn from available reserves, equal to 0,024 euros per share
The fall in inflation in Europe raises hopes that the ECB will decide to cut rates, even if not before June. In Piazza Affari the banks shine but also Telecom Italia, Stellantis and Ferrari lose ground
By virtue of the latest inflation data, the ECB could start reducing rates in June, bonds are flying. Fineco runs in Milan, Stellantis goes down after registration data
After yesterday's profit taking on the stock markets, oil and gold are driving the markets today too. Tesla's collapse hits
The decline on Wall Street also sends the European stock markets into the red, especially Milan, even if Saipem and Eni rise due to the rise in oil prices. The BTP-Bund spread widens. New records for gold
Industry awakens, pushing the economy. Gold and oil are also advancing
After the spin-off, General Electric lists the energy division, marking the conclusion of a long transformation journey that led to the creation of three independent companies: Ge Vernova, Ge Aerospace and Ge HealthCare
It's rare for safe haven assets like gold to collect record after record while stock markets do the same around the world but that's what's happening on the markets - Chinese electric car soars, collapses on Wall Street Trump Media
The most interesting sectors for dividend distribution are banks and utilities. The automotive sector is also doing well. With the stock markets at highs and great liquidity, are we faced with a bubble or not?
European stock markets consolidated their large quarterly gains today, in the last session of the month before the Easter holidays. In Milan, the best in the quarter, at the top of the list are Saipem, Cucinelli, Unicredit and Leonardo. Toned dollar, gold and… rise
In the last stock exchange session of tomorrow's quarter, Piazza Affari can make official its quarterly record in Europe: the Ftse Mib is by far the index of the Old Continent that has moved the most in 2024 and reaches 35 thousand
Bags with little momentum ahead of the Easter break, retail shines driven by H&M's accounts. The Treasury is full in BTP auctions
The yen reaches its lowest level since 1990, the S&P 500 and Eurostoxx 50 rise sharply (+11% and +12%) in the quarter, but Piazza Affari does even better (+14%). Today the 7 and 10 year BTP auction
Truth's debut marks a 40% jump and makes the Republican candidate for the White House euphoric. Saipem flies in Piazza Affari, Stellantis slips
In the middle of the session the Ftse Mib reached 34.770 points. De Felice (Intesa): "Growth will accelerate already in the second quarter, with 3 rate cuts from the ECB by the end of the year". On Wall Street, eyes on Boeing
Milan graduates early as queen of Europe in the first quarter of 2024 because the Easter holidays also begin on the stock exchange from Friday. Wall Street and the Nasdaq are counting on the rally of the magnificent 7 in tech
Piazza Affari is once again the best stock exchange in Europe in a record quarter. The American stock markets, however, moved little
Markets on hold after new records. The Tim match continues in Piazza Affari. Stellantis plays the Chinese card (in Poland). The Treasury insists on new BTPs
There is a new paradigm that regulates the stock market trend and explains the reason for the rally despite the postponement of the rate cut: economic growth and the decline in inflation without the trap of recession are the new North Star
After the long ride, the stock markets in both America and Europe take a break. Only London shines. Turmoil in the fashion sector after the twists and turns of Kering, LVMH and Valentino. The spread goes back up
European stock markets are taking a breather and enjoying the first Friday of spring. Leonardo at the top of the Ftse Mib, Mps still down. The spread rises above 130 points, gold below the highs
After the listing on the stock exchange, the company which brings together 14 brands looks to the future. CEO and president Sasso: "With the birth of Dexelance we set ourselves the ambition of strengthening organic and external growth"
New exploit by Nvidia which gives a boost to the American stock market even if the rate cut is not for today. US Department of Justice sues Apple for "iPhone monopoly". Europe suffers from the disappointing manufacturing PMI and Tim slips…
New record for gold, above $2.220 an ounce for the first time. Convincing increases in Amsterdam, Madrid and London, further behind Paris, Frankfurt and Milan weighed down by the negative session of the banking sector
The debut of the social news, entertainment and forum platform under the "Rddt" symbol. Market value of $6,4 billion. More than 25 million shares on sale. The largest shareholder is Advance Publications, the parent company of…
Stock markets are cautious awaiting Powell's words on rates but the time for cuts has not yet arrived either in America or in Europe even if it is getting closer. In France, luxury stocks are suffering due to the collapse of Kering...
The Fed will reveal its verdict on rates tonight. Lagarde: Data to decide on rates by June". Gucci sales estimates sink Kering (-14%), Poste in Milan in the red. Spread rising
For the first time the Ftse Mib steadily exceeds the psychological threshold of 34 thousand points thanks to the banks, Iveco and Eni - Sales especially on STM
After a weak opening, the stock markets rose slightly supported by the Zew index. After the historic turning point of the Bank of Japan, the stock markets look towards the Fed. Unilever rises in London, Atos collapses in Paris
Rumors about artificial intelligence give wings to Hi-Tech stocks. Milan reaches 34 thousand points, then goes down. The technical decline due to the detachment of Eni and STM coupons also weighs heavily. Spread down to 122 points, the…
European stock markets above parity in central bank week. In Milan, MFE securities are flying, spreads decreasing
The Rising Sun raises its head. No more zero rates. Wages are rising, Toyota is leading the charge but not everyone trusts. Inflation is already scary but for the big names the stock market is bull
Piazza Affari ends the stock market week still on the rise thanks above all to the banks but also to Pirelli and Stellantis. Wall Street and the Nasdaq, however, retreated
The mixed macro data do not discourage the stock markets, still convinced that the Fed and ECB will cut rates in June. The turmoil of the TLCs due to the Swisscom-Vodafone deal pushes the price lists, spreads rising
Where does the crisis in the German economy come from and how do you explain the fact that Italian GDP is growing more than the European average? Where are the USA and China going and what does the boom in the stock markets, gold and Bitcoin together mean? Tomorrow on FIRSTonline…
European stock markets in reverse after the negative opening of the Amica. The Ftse Mib reaches 34 thousand basis points but then retreats. Tim bounces, Iveco flies, Saipem runs
Enhanced dividends and buybacks: 1 euro per share in 2024, growing by over 6%. Savings of 1,8 billion, cffo before capital at 62 billion in 2027
The markets' eyes are all on February US retail sales and producer prices. Europe updates highs, spreads fall, oil rises
The stock market rise has been going on for 18 consecutive months and sooner or later the correction will come. In the last episode of the podcast Al 4° piano, Kairos strategist Alessandro Fugnoli explains how to behave
The rally of stock markets in Europe continues with Milan among the best together with Paris. Unicredit thinks about M&A. ECB reduces interest rate spread.
Neither US inflation nor worse-than-expected industrial production are affecting the mood of European stock markets, which are all still on the rise. In Frankfurt, eyes on Adidas, Zalando and Volkswagen. Inditex drags Madrid
There are currently 18 stock markets in the world at their highest levels but, in addition to shares, government bonds, safe haven assets and Bitcoin are flying. How long will the rally last? The first creaks are not lacking
Piazza Affari, where MPS and the entire banking sector stand out, is among the best stock markets of the day in Europe but Wall Street also runs
In February, consumer prices in the United States increased by 0,4% compared to the previous month, above expectations, but stock markets continue to believe that the Fed will cut rates in June. Leonardo deflates in Milan
Technological evolution, AI for defense and growth of the space segment are the three drivers of the new plan to 2028 which beats the consensus on cash flows and ebit. The stock is trading on the stock exchange
Anticipation is rising for the publication of US inflation data, scheduled for today. Oracle flies on Wall Street, in Milan eyes on Generali and Leonardo. Bitcoin conquers the London Stock Exchange
Almost all stock markets are in negative territory and in Piazza Affari Tim (-4,6%) is still suffering. On the other hand, Bitcoin is flying, now above the record level of 72 thousand billion dollars due to the green light from the London Stock Exchange