Gold, the fever rises: China, India and Russia fill up, new historic high. The bet is the next drop in rates
Gold reached new all-time highs rising to $2.100 an ounce. Switzerland also buys the metal. What is behind the rally?
Stock market February 14: T-bond yields and dollar rising due to the postponement of the Fed rate cut
Losses around 1% for the ten-year Treasury but the yield rises to 4,33%, the highest in three months. The stock markets attempted a rebound today after yesterday's retreat but Arm leaves 20% on the ground
Stock market November 29: what changes for bonds, gold, dollar and gas if rates fall. Wall Street mourns the death of Deputy Buffett
Charlie Munger, Warren Buffett's right-hand man, passed away overnight at the age of 99: a monument of the markets, who started out as a grocery store girl and amassed a fortune of 2.200 billion dollars
Argentina, the surprise was Macri's support for Milei, very close to the USA, which will prevent headers: Sapelli speaks
INTERVIEW WITH PROF. GIULIO SAPELLI: "Macri's support for Milei was decisive for his victory, but it will also serve to keep the new president's headstrong ideas and the devastation of the state in check." "Milei won't do anything...
Interest rates down? Not for a while. The USA faces recession and Europe remains fragile. The war in Israel increases uncertainty
THE CANCELS OF THE ECONOMY OF OCTOBER 2023 – What effects will the Hamas attack on Israel and the Israeli reaction have on the economy? Is this another 'black swan'? “High rates and for a longer time” is the new mantra of the markets: is it justified?…
Safe haven assets for times of war: gold, dollar, Treasury fly. But watch out for weapons and energy companies
Operators are worried above all about a possible widening of the conflict and the consequences of Iran's involvement
Stock market October 4: political storm in the US Congress with effects on the markets, on Biden and on aid to Ukraine
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...
Stock market 3 October: boom debut of Btp Valore but weak share prices in Europe. Surprise leap by Evergrande (+42%)
America goes, Europe doesn't: two-sided financial markets - The small cap crisis continues in Milan but the Bot People never betrays
Stock market September 26: the dollar flies but bonds slow down share prices. For JP Morgan "crisis if rates increase further"
The world is not able to withstand rate increases of up to 7% without plunging into stagflation: this is the alarm raised by the most important banker in the world, Jamie Dimon, number one at JP Morgan, in an interview with an Indian newspaper
Argentina, candidate Milei who recalls Trump and Bolsonaro scares the markets: dollar skyrocketing and hedge funds are betting against
The far-right candidate, who emerged victorious in the primaries, is now favored for the presidency but his rise is already causing damage: in the parallel exchange rate, the dollar has reached 800 pesos and the supermarket shelves are…
Stock exchanges today July 14: day off after a week of records. US quarterly at the start with JP Morgan
The US quarterly season opens with JP Morgan and the surprise resignation of the hawk Bullard from the Fed. The weak dollar boosts gold, oil and Bitcoin. Spotlight on Leonardo after the Citi judgement. IMF alarm on China
Stock exchanges today 16 May: Intesa Sanpaolo and Eni fill up on bonds, gold shines, the dollar suffers
Requests for 9,4 billion euros for the bonds of the leading Italian bank and the oil group - The tug-of-war on the US debt ceiling continues - ECB rate cuts only in 2024 - Rolex buys back a…
STOCK EXCHANGES TODAY 5 APRIL: great maneuvers on Pirelli to limit the role of the Chinese. Gold flies, the green BTP runs, the dollar slows down
According to Bloomberg, the Italian authorities are evaluating various hypotheses to limit the grip of the Chinese Sinochem on the Pirelli subsidiary without excluding the use of the Golden share: the Tronchetti-Bombasse axis assumes new importance
STOCK EXCHANGES TODAY FEBRUARY 24: today Tim's board of directors on the offer of the US fund KKR and Wall Street scrutinizes household consumption
The markets are waiting to know the data on American household consumption but also those on German confidence - The dollar rises - Tokens fly
Brazil and Argentina are thinking of a common currency for their exchanges: the Sur. But we risk the boomerang
Above all, Argentina would take advantage of it, which would dribble the dollar but doubts are growing among economists - Made in Italy instead hopes for a trade agreement between Brazil and the EU
STOCK EXCHANGES LATEST NEWS: the electoral risk sinks Piazza Affari (-3%), the pound collapses in London
The danger of electoral upheaval hits Piazza Affari: Tenaris loses more than 8%, Leonardo, Eni and Stellantis between 4 and 5% -Spread at 230 - The London Stock Exchange reacts very badly to the tax reform and the pound goes to…
STOCK EXCHANGES TODAY 23 SEPTEMBER – The rate hike puts stock markets on the ropes and the dollar crushes the euro
The monetary tightening of central banks is strangling the stock exchanges, while bond yields are running - Unicredit on the shields in Piazza Affari
STOCK EXCHANGE TODAY 22 SEPTEMBER - The Fed raises rates by 75 points and will raise them again within the year: clouds on the markets
Rain of sales on the Stock Exchange after the Federal Reserve tightening: Wall Street and Asia in deep red and a very difficult session is preparing for today also in Europe
Dollar at the top waiting for the Fed. Ipo Porsche. Watch out for the spread, coupons for Eni and Stm
Cautious stock exchanges and super dollar waiting for the Fed on rates - Italian elections could affect the spread - Eni and Stm distribute dividends - Porsche IPO kicks off
Falling energy and the dollar restore confidence in the stock exchanges, but rates are destined to rise further
The drop in gas prices and the slowdown in the dollar's run put the markets in a good mood as they await the latest data on US inflation without deluding themselves that the rise in interest rates is over
Bond never so bad since the 90s: down 20% from the highs of 2021. The BTP breaks through the 4% threshold
The landslide of world bonds recalls that of the 90s and yields soar - European stock exchanges at 7-week lows but futures today give hope for a rebound
Stock markets under fire due to the Fed and ECB tightening: short bets on Wall Street at the highest for two years
The exits of Powell and the ECB anticipate a 0,75% rate hike and tomorrow Gazprom will close the gas taps for three days
Single network, green light from Vivendi: "We are at a turning point". Btp yields are flying
Vivendi's top representative in Tim, De Puyfontaine, opens up to the single network, but ignores the sales prices of the Tim network at Cdp - Exchanges in swing waiting for the Fed
Euro at twenty-year low: worth less than the dollar. Expensive gas and interest rates scare the stock exchanges. The spread goes up
The landslide of the euro continues, which today is worth less than the dollar - But the stock markets are also frightened by the high price of gas and rising rates
Gas, superdollar and recession knock out the stock exchanges: Milan among the worst with Frankfurt, Paris and Nasdaq
The unstoppable rise in gas prices, the crisis of the euro against the dollar and the risk of recession scare the Stock Exchanges: Milan, Paris and Frankfurt are among the worst in Europe but the crash of the Nasdaq is also very heavy
Euro below par with the dollar, pressure on the spread and high gas prices weigh on the stock exchanges and banks
The worsening of the euro-dollar relationship and the rise in gas prices due to the Russian stop send the stock markets into the red and Milan is the worst
Superdollar runs towards parity with the euro but the boom in gas prices are holding back the European stock exchanges
The devaluation of the euro, which lost 1,7% during the week, is approaching parity with the R dollar - Today, technical maturities for 2 trillion dollars on derivatives dominate Wall Street
Euro-dollar to the test of the US quarterly. Who benefits and who does not the exchange at par
The new round of US quarterly reports begins on Thursday. Could the impact on guidance and results curb the dollar's run? All the unknowns, questions and answers
Race for the dollar, one step away from parity with the euro. The markets fear the recession and the expensive energy
The markets are awaiting the numbers on US inflation: +8,8% expected. Twitter deflates on Wall Street. The spread falls despite the air of political crisis
Moscow closes the gas taps, supplies at risk: and the markets look to the dollar
Towards an opening in the red of the stock exchanges in Europe and the USA. Covid scares China again, the wedding between Autogrill and Dufry in Piazza Affari. Mega investment by Stm in France
Saipem, Leonardo and Stellantis winning trio on the Stock Exchange. Dollar overtaking the euro, spread over 200
Dollar increasingly close to overtaking the euro and negative futures for Wall Street after the Abe attack. Borsa Milano holds up thanks to the Blue Chips
French alarm on the euro, oil boom in Piazza Affari and Musk in reverse from Twitter
A too weak euro threatens to frustrate the ECB's efforts to fight inflation: this is the alarm raised by the governor of the Bank of France, Villeroy
China, the lockdown has exhausted the economy. Volatile stock exchanges, dollar still super, oil down
The very harsh anti-Covid lockdown has had devastating effects on China: it will be lifted in early June - Nasdaq futures in the red, European stock exchanges uncertain
Stock exchanges, declines in sight both in Europe and in America: superdollar and rates in tension
After the G7 and ahead of the Russian military parade, another difficult day is shaping up for the financial markets on both sides of the Atlantic
Dollar at the top for 20 years and T-bonds over 3%: so the markets anticipate the Fed's tightening
In view of the rise in US rates, the markets play one step ahead by pushing the dollar and the yields of XNUMX-year T-bonds - Chills on European stock exchanges due to a flash crash
Europe towards the gradual embargo of Russian oil. China holds back the stock exchanges. Dollar always super
In the new package of anti-Putin sanctions that Europe is preparing, the gradual embargo of Russian oil stands out. China's slowdown weighs on stock markets
Safe haven assets change: no longer bonds and gold, but above all stocks and the dollar
Investors fear the consequences on the economy more than the war, from inflation to increases in official rates: this is how the concept of a safe haven has changed
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
War and financial sanctions on Russia: what will be the monetary consequences?
The financial sanctions on Russia open up new scenarios in the currency market that could lead to two different monetary systems, one Western and one Chinese. Martin Wolf explained it in the Financial Times, of which we publish the Italian version
Stock Exchanges: Hi Tech is on the run in Asia, the dollar is rising, bonds are on sale. In Milan, Tim, Generali and Mps warm up
The stock market week opens with the dollar rising against the euro and at a maximum against the yen - The Tbond at 2,53%. Moody's Btp report card during the week - OPEC+ summit on Thursday
Tim, the stock exchange believes in KKR's relaunch for the takeover bid
The takeover bid project on Tim remains at the center of the financial scene and galvanizes the stock, because the market is betting on the relaunch of the American fund: the Board of Directors on Friday - Wall Street goes on vacation but the dollar doesn't stop -…
Piazza Affari resumes the race, even gold and the dollar are on the rise
Piazza Affari returns among the best European stock exchanges: Stellantis, Nexi and Tim the most popular stocks - Good news from the quarterly reports - Inflation weighs on Wall Street and Frankfurt instead
Btp Futura starts slowly but Stock Exchanges, Bitcoin, gold and oil are up
The dollar loses ground but all other financial assets rise - Powell poised at the Fed - Tesla loses 5% - The Chinese brick continues to scare
Stock exchanges: a miserly September but superstar banks in Piazza Affari
The US stock market even risks closing the month in the red - Dollar and raw materials on the rise - China slows down - It was Bnp Paribas who lent Generali shares to Mediobanca
Bitcoin what a deal: 0,000020 virtual coins for one dollar
President Bukele surprisingly adopts cryptocurrency as El Salvador's national currency, turning the Caribbean state into a potential Tortuga for buccaneers chasing money laundering opportunities. Rating agencies sense risk. And the population…
Stock exchanges, dollar, Bitcoin, oil, dividends: everything goes up
In anticipation of the central bankers' summit in Jackson Hole, the week opens in the name of optimism: futures signal Wall Street up - But the dollar, Bitcoin, oil also grow and the dividend payout increases
Afghanistan, inflation panic: the alarm from the central bank
Sos by the former Governor of the Afghan central bank: the ban on the circulation of the dollar risks worsening the economic situation of the Asian country after the withdrawal of Western troops and favoring an unstoppable rise in prices
Stock markets up (not the Nasdaq), strong dollar, recovering oil
Another positive session for all share lists, except for the Nasdaq - Piazza Affari still among the best - The dollar consolidates its relationship with the euro - Oil clearly recovers
Super dollar and gold down: August 2021 reminds Nixon of 50 years ago
On August 1971th XNUMX, the then American President Richard Nixon announced the end of the convertibility between gold and the dollar: yesterday, in view of the advance of the Fed's tapering, the dollar took off while gold lost ground sharply -…
Piazza Affari queen of Europe: Ftse Mib still above 26 thousand
The dollar at a 4-month high - Oil falls instead - Gold fluctuates - Piazza Affari goes against the trend: it gains 0,5%, it once again crosses the psychological threshold of 26 basis points and it's the Stock Exchange…
Super dollar, gold and oil fall, Fed tapering in sight
Financial week opens with sharp drop in gold and parallel strengthening of dollar - Fed tapering is approaching: perhaps as early as September
Powell reassures the Stock Exchanges. Oil, news from OPEC
The Fed president delays the tapering but the European lists remain uncertain, Milan in the pink jersey. Wall Street opposed. The dollar loses altitude. The compromise between OPEC+ and the UAE on production quotas is being finalised
The Stock Exchange regains confidence: the Fed and the ECB reassure it
Fed and ECB speak the language of doves and the markets reassure themselves - Gold and oil also rise - Only Bitcoin suffers - Today Ursula Von der Leyen in Cinecittà delivers the first check of the Recovery Plan to Italy
The Fed holds back the stock markets, but rates will rise in 2023
Despite US GDP growth at 7% and inflation at 3%, the Fed expects two rate hikes in 2023 (for a total of half a point) and no more in 2024 - The party is about to end, but without…
Gold shines, the dollar falls, stock exchanges so-so. Blitz Unipol on Popolare Sondrio
Contrasted markets but the banks are always the protagonists in Piazza Affari - Unipol ready to take over 6,62% of Popolare di Sondrio: are we heading towards a merger with Bper?
Rates are sniffing recovery, record stock exchanges and a steady dollar
THE HANDS OF THE ECONOMY FOR MAY 2021/4 - Why are rates falling in the US and rising in Europe? Why does the BTp/Bund spread go up? What factors are influencing the dollar exchange rate? Will the stock exchanges continue to break records? Gold does evidence of…
Archegos doesn't bring down Wall Street but it makes the markets restless
The Archegos scandal has not yet had systemic consequences but Credit Suisse and Nomura mourn billionaire losses - The T-Bond returns to January 2020 levels - Nasdaq and Eurostoxx at two speeds - Poste Italiane and Tim on…
Nominal rates up, reals down. Stronger dollar and nervous stock exchanges
Will T-Bond Yields Rise Again? Will the Draghi effect on BTPs last? Does the dollar still have room to strengthen? Have the stocks started a correction? And will Bitcoin become a 'safe haven'?
Rates and the dollar pushed up by the US economy. Bags still optimistic
Why are T-Bond yields rising? Will the Draghi effect on BTPs last? Will the Dollar Rise Continue? Bags are in the odor fix? Will financial conditions still support the recovery?
Yellen charges Wall Street, where Stellantis shines
Yellen charms the markets by promising an expansive economic policy - Netflix flies to Wall Street, like Stellantis - Unicredit will choose Mustier's successor on February 10
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…
Economy, what does 2021 look like? The Hands respond
New year mentions new for the economy? Saturday 9 January the hands of the economy of Fabrizio Galimbertio and Luca Paolazzi will answer on FIRSTonline
How to invest with the weak dollar? Fugnoli explains it
The US currency is under record downward pressure and this favors the more aggressive sectors of finance: here's what to bet on according to the strategist of the investment company Kairos
Bonds and currencies, Peru leads the recovery of emerging markets
The mood of the markets has changed and rewards the countries of the southern hemisphere which until recently were considered off limits. The curious case of the Peruvian 100-year bond sold like hot cakes. And now it will be the dollar…
HAPPENED TODAY – The 2002 default of Argentina and the nightmare of the corralito
Argentina has gone bankrupt several times but the default of November 14, 2002 with the so-called corralito was particularly dramatic - Here's how it went
Nasdaq and dollar restart, Btp superstar after the vote
Amazon and Microsoft take flight again and drag the Nasdaq up - Rebound for Milan, but above all race for BTPs after the regional elections
ECB gives sprint to the euro and the Nasdaq resumes the race
After Lagarde's statements, the euro strengthens further but the European stock exchanges remain cautious - Piazza Affari is the best stock exchange in Europe - The relaunch of the Nasdaq continues.
Fed swings the dollar and rewards Wall Street
Powell's intervention changes the relationship between currencies, strengthens Wall Street but not the European stock exchanges and penalizes gold - Tim flies to Piazza Affari and Diasorin collapses
Gold above $2, dollar at lows, stock markets in red
The Coronavirus and the US-China tensions are holding back the markets and the dollar continues to lose ground against the euro - Gold, on the other hand, rises - Without a precise direction, Piazza Affari suffers from the realizations on pharmaceuticals and luxury
HAPPENED TODAY – August 15, 1971 ended Bretton Woods
On August 49th XNUMX years ago, the American president Nixon put an end to the convertibility of the dollar into gold - Thus began a period of financial instability and speculation of which we still suffer the consequences today
New tensions between the US and China, dollar under fire, eye on Juve
Despite the growing tensions between the US and China, Asian price lists rise - New T-bonds in sight - Tim attacks Oi in Brazil - Juventus pays the Sarri bill at Piazza Affari
Gold up and dollar down, but that's not what it seems
Market trends may suggest a crisis of confidence, but according to Alessandro Fugnoli, Kairos strategist, this is not the case - August is traditionally a difficult and volatile month even if it doesn't seem like it from the first few days, but in the last part…
Strong gold, weak dollar: it's the mix that stock markets like
Tonight, gold touched the magic threshold of 2 dollars an ounce - Silver also flies while the dollar slips to its lowest level since 2015 against the Swiss franc - The euro strengthens - Quarterly reports are coming - Ftse Mib remains clinging…
Gold, euro, Btp: winning trio for the August challenges
The rush of the yellow metal is unbridled and is now pointing towards 2000 dollars an ounce - Investors are looking at the stimulus actions of the Fed but also at the spread of Italian securities with Spanish bonuses. And the challenges…
Nominal and real rates are down. The dollar weakens. From stock exchanges and gold conflicting signals
Rates drop, conserving as infections return. Are they low enough? Does the spread below 170 indicate that the markets appreciate the Italian fiscal policy? Why is the dollar weak against both the euro and the yuan? Bags are…
Industry at its lowest, stock exchanges at a peak. Fincantieri flies
Geopolitical tensions and low manufacturing mark the start of the May stock market - WTI oil falls, the dollar rises - Tension on BTPs - Bene Diasorin and its test for coronavirus
Argentina: default in sight, but the cause is not Covid-19
Argentina is once again on the brink of bankruptcy, it doesn't know how to repay its external debt and poverty has reached appalling levels, but the cause is not the Coronavirus
The US vaccine flops and fear returns to the stock market
The anti-Covid-19 vaccine launched by the American Gilead fails tests and sends Wall Street and Asian stock markets into the red - Rush for the dollar - Suspense for the Fitch verdict on Italy - In June the Mes and Bei money, then the…
It's raining money, but the virus freezes trust: volatility skyrockets
A thousand dollars in cash in the pockets of every American within two weeks and a shower of support for the economy from the Fed to fight the epidemic and the recession - But Europe too strikes a blow - Prime Minister Conte: "The Coronavirus is…
Stock markets down, rates down, dollar down, then up
Economic policy is rightly making a lot of effort to reassure that something is being done against the economic effects of the infection. But the monetary weapons have sprung up and demand-support measures cannot avoid the violent recession, because…
Btp also conquers the Japanese, world liquidity at 80 thousand billion
The strong dollar slows down Wall Street's race - Turnaround in London - BTP rally continues thanks to Japanese purchases - World liquidity at record levels
The spread of real rates undermines the king dollar
The creeping rise in long-term rates continues and the gap between real rates on both sides of the Atlantic is narrowing. This penalizes the dollar. Stock prices are "rich". But there aren't many investment alternatives.
Oil, Rosneft breakthrough: barrels are paid in euros
The Russian giant has decided to abandon the dollar to try to defend itself against US sanctions: the contracts are now all paid in euros, announced the CEO Igor Sechin
Treasury: first dollar bond after 9 years
Ministry may launch new dollar-denominated multi-tranche issue - Latest Via XX Settembre bonds in greenbacks dated September 2010
Skyrocketing oil but gold and the dollar are also rising
Raid on Saudi Arabian oil fields sends oil prices skyrocketing. Brent crude rises by 105 and exceeds 66 dollars a barrel - Great expectations for the next moves of the Fed after the…
Argentine crisis: Macri limits purchases of dollars
The specter of default on the South American country forces the government to issue an emergency decree: natural persons will not be able to transfer more than 10 dollars abroad or purchase foreign currencies for an amount exceeding this amount.
Borsa: Atlantia pays the toll, Leap Stm. The dollar goes up
European stocks up modestly despite the climate of international uncertainty – Six-month BOT auctions do well with declining yields – Real estate and cement rise
The EU grants extra-time to Italy, gold shines, the dollar falls
The European Commission seems willing to give Italy until January to proceed with budget changes - Nissan-Reanault still far away
The Stock Exchange toasts with the Fed. The FCA-Renault match reopens
European price lists on the rise while rumors about the auto negotiations arrive from the Atlantic - The dollar returns to 1,13 against the euro - Ferrari at an all-time record - Tim shines again today on the rumors of a general reconciliation of the shareholders
The Fed disobeys Trump and does not cut rates
Sharp declines on Wall Street after the Fed's decision, but the dollar holds - Maxi buy-back for Apple (+6%) - Buffett finances the takeover bid on Anadarko oil
Wall Street, rain of records. Watch out for the Btp-Bund spread
In the wake of the quarterly results, Wall Street collects new records - Oil falls, the dollar runs - Asset Management: towards a sensational alliance between UBS and Deutsche Bank
Gold prices soar due to optimism on US-China tariffs
The precious metal hits 1326.84 dollars an ounce, a 10-month high - Markets are confident that the US and China will be able to agree before the expiry of the tariff truce
Usa, agreement on the budget. Italy, watch out for the Bot auction
Overnight agreement between President Trump and the Democrats on the budget: the question of the Wall with Mexico remains controversial - The dollar and the Asian stock markets rise - The European exams reward Italian banks and the spread…
Currencies, 2019 will be difficult according to Lombard Odier
There is an unsustainable spread between US rates and those of the rest of the world and the effects on exchange rates will not fail to be felt as early as this year - The dollar is seen weaker
The Stock Exchanges look to the G20. Deutsche Bank case in Frankfurt
Salvini assures that the Italian GDP deficit will not fall below 2,2%, thus confirming the tug of war with Europe - Dollar correction after Powell's words, but the markets are waiting above all for the Trump-Xi Jinping meeting - At Piazza Affari…
Softer maneuver and the brokers rediscover the Btp
The restyling of the Def reassures the markets a bit and leads UBS, Allianz and Nomura to bet on BTPs - The dollar is crushing Asia - Banca Ifis and Creval fly to Piazza Affari - Astaldi rebounds on Salini's wave
Wall Street on new highs until mid-term elections
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…
Savings, watch out for the sovereign bonds of emerging countries in dollars
UBS REPORT - Amid market uncertainty, "we see value opportunities in USD-denominated emerging sovereign debt, a diversified asset class that offers a good yield of 6,5% and is relatively protected from a strengthening dollar"
The markets are scrutinizing the government's budget maneuver
In view of the League summit on the budget maneuver, Salvini promises that "Italians will pay less taxes but the rules will be respected" and spreads and banks are breathing - Libya pushes Brent over 78 euros and the dollar…
Fed, Powell: the rate hike will be gradual but will continue
The Fed chairman does not give in to Trump's criticisms and confirms that, as the US economy is more than robust, there will be a new rate hike in September, which will be followed by two more by 2018 - All in…