European stock markets toast after Powell's words. Paris is the best square driven by luxury. Milan holds the 34 point threshold. Gold and oil shine. Spread down
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,…
In the latest episode of the podcast "Al 4° Piano", Kairos strategist Alessandro Fugnoli analyzes the implications of the next American vote on the financial markets. What to do? Avoid premature speculation
French President Macron's surprise move to dissolve Parliament and call early general elections is anything but a stroke of madness and may expose the contradictions of the populist and pro-Putin strategy of the party of...
The sprint of the "Magnificent Seven" promises new rises: here's why. And on the eve of the ECB, two cases demonstrate that growth is not only dependent on the dynamics of interest rates
Today the Nikkei rises to a new 34-year high, one step away from the levels reached in the early XNUMXs. Conversely in Beijing, persistent uncertainties about the performance of the economy are causing Chinese stock markets to fall
Buenos Aires and Sao Paulo closed 2023 on the rise, but Mexico City lost something in view of the June vote, when Lopez Obrador will not be able to run again. Boric's Chile is in difficulty but the stock market is holding up.…
Financial markets are preparing to close 2023 on a high note, marking the best year since 1997. A rally driven by interest rate trends and the rise of Artificial Intelligence
Sixth episode of the GUIDE TO FINANCE published and disseminated in 16 languages by FIRSTonline and created by REF Ricerche with the collaboration of Allianz Bank Financial Advisor -Andrea Terzi, Professor of Economics at Franklin University Switzerland in Lugano explains which…
Ten points, all appreciable, to relaunch the financial market in Italy are at the center of the Manifesto for the Development of Capital Markets in Italy presented yesterday by Borsa Italiana, Assonime and Equita Sim in the hope that the Government and Parliament...
Successfully placed a dual tranche issue for a total of 3 billion dollars. A 10-year bullet Senior Preferred and a 30-year Senior Preferred. This is the largest issue for Intesa Sanpaolo in the last 10 years
Fourth episode, broadcast in 16 languages, of the Financial Guide by FIRSTonline and REF Ricerche with the collaboration of Allianz Bank Financial Advisor - Luca Filippa, General Director of Consob, intervenes - The three central objectives of the State's intervention in…
Saturday 18 November on FIRSTonline the fourth episode, broadcast in 16 languages, of Guida alla finance edited by REF Ricerche with the collaboration of Allianz Bank Financial Advisor - The General Director of Consob, Luca Filippa, will speak on the topic…
Third episode, broadcast in 16 languages, of the FINANCE GUIDE of FIRSTonline and REF Ricerche with the collaboration of Allianz Bank Financial Advisors: the economist and President of Allianz Bank, Marcello Messori, intervenes - "A financial investment involves giving up…
The growth of the spread makes Meloni fear a financial crisis like in 2011 when the markets (and Parliament) distrusted the Berlusconi Government, paving the way for Monti's technical government - But Governor Visco wisely throws water...
According to the analysis of the Quarterly Deal Performance Monitor of WTW, the main causes would be the increase in interest rates and the climate of uncertainty
According to the Kairos strategist, the fear of being left out can affect investment choices. But if you rush to buy just because everyone is doing it, you need to be aware of the dangers
A look at who goes up and who goes down on the financial markets in US debt week: from the boom in artificial intelligence to the commodity crisis, here are the stocks in the spotlight
In a global context of uncertainty, the risks to financial stability remain high, however banks, households and businesses are now more solid than in past episodes of turbulence. The Bank of Italy Financial Stability Report
The volatility that has been characterizing the markets in recent months continues to draw attention to the energy sector. The situation is different for the banking sector, which has become a special observation of many traders as it could be at the center of a…
After the possible green light from Germany to issue Eurobonds to counter the energy crisis in Europe, the spread falls by 11,6%, Stock Exchange on parity
THE HANDS OF THE ECONOMY OF OCTOBER 2022 - What is behind the high volatility of the markets? The recession is coming, but how long will it last? Are there any signs that monetary policy will ease up? What spaces do budgetary policies have for…
The 16th edition of the Banca ifis Npl Market Watch presented in Cernobbio which, compared to the February forecasts, estimates an increase of 10 billion euros in new Npl flows in…
Two psychologists analyze the behavior of the saver who in some cases behaves like a gambler. The risk of enjoying the gains too little and risking everything for losses leads to the loss of rationality
Kairos' strategist explains that in recent stock market cycles there have been fears linked to 4 reasons: interest rates, growth, inflation and profits - Now the script is repeating itself, but with some differences
He will be the new Director of Financial and Business Affairs of the World Organization based in Paris - This is why Di Noia is leaving Consob one year early
While Governments are struggling to find a common strategy on the energy transition, finance pushes on the accelerator of sustainability - 2025 trillion ESG assets by 53, the race for green bonds begins - Gas and…
In the meeting with the market, the president of Consob, Paolo Savona, recalled the urgency of adequate regulation of cryptocurrencies, which otherwise risk distorting the normal functioning of the markets by exposing them to high risks
Cryptocurrencies are experiencing days of great effervescence - Here are which, according to Migliorbrokerforex.net, are the most promising but without forgetting that they are high-risk financial investments
The Bitcoin rush, despite today's slowdown, broke through the psychological quota of 30 thousand dollars to reach 33 thousand - But what is behind this incredible climb?
Ubi Banca launches market making activity on Italian government bonds - A strategic move to strengthen the Bank's competitiveness on national and international markets
A study by the US bank has calculated how much analysts' expectations are conditioned by the "shooting" of the American president on Twitter: this is how he indirectly influenced rate expectations by attacking trade tariffs.
The establishment without limits and with a very wide range of action of the parliamentary commission of inquiry into banks risks only accentuating the uncertainty of the financial markets
"Spring effect: from elastic to kinetic energy" is the intriguing title of the reflections by Rocco Bove, Head of Fixed Income at Kairos who explains the reasons for the financial market boom and looks into their immediate future
Alessandro Fugnoli, Kairos strategist, argues - in his monthly video "Al 4° piano" - that there is no need to get carried away by pessimism but that on the financial markets it is necessary to move with caution because there are at least four factors…
CIO Flash Bulletin Lombard Odier - In a very delicate moment in green-gold history, Brazilian voters have chosen to rely on the man of the extreme right, nostalgic of the military dictatorship that oppressed Brazil until 1985 - Here are the implications…
Ten years after the bankruptcy of Lehman Brothers one wonders whether the fateful decision of September 15 could not have been avoided but the lesson has not been fully learned - The excessive exposure of banks to finance does not…
From "THOUGHTS IN FREEDOM" by ROCCO BOVE, Head of Fixed Income of Kairos - Exceeding the psychological threshold of 3% of the US ten-year bond has had and has an impact on the nervousness of the financial markets mnitàa in this phase…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The correction in the stock market was healthy and made the markets less volatile and neurotic - If the rise in January had continued indiscriminately, in autumn…
The US, UK and French raids in Syria raise many uncertainties on the financial markets and place raw materials and currencies once again at the center of the scene - Only socially responsible investments contain losses and go…
FROM MORNINGSTAR - The Morningstar Barometer reveals that active funds performed better than ETFs in 2017 if, in addition to performance, costs and survival rates are also evaluated, which are higher if the fund costs…
From UBS CIO Weekly, the bank's weekly report - An analysis of hedge funds which, after several years of difficulty mainly due to disappointing performances, last year registered a collection of over 10 billion dollars.
Report UBS - The financial markets do not seem to worry too much about the fact that it is unlikely that a majority sufficient to form a government will emerge from the general elections on 4 March, also because a clash with the European Union is quite unlikely - From the beginning…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The return of inflation, albeit in a mild form, changes the paradigm of the financial markets: for bonds the yield curve will become steeper and for…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Inflation will decide whether growth is healthy or addicted - In such a volatile situation it is better to "buy the stock market on weakness and sell long bonds on strength"
After the alarm cries of the big banks on the excesses of the stock markets, the recalculation of the US GDP of the last quarter of 2017 at 5,4% increases the expectations of a rise in American rates, but Trump has two weapons in his pocket to support the…
FROM THE ADVISE ONLY BLOG - Euro sprint, Emerging companies at the top among the stocks, bonds in the background: a summary of 2017 in a few key numbers that tell us who has done well and who hasn't. And who got away with it, without infamy…
The clamorous success of Macron who swept the elections in France by asphalting the old parties and the unexpected growth of the Labor leader Corbyn in Great Britain who is humiliating May are the new facts of the European political spring -…
From the Arel Notebooks - We publish a stimulating essay by the former CEO of Finmeccanica in which he reflects on the role of markets and finance and on globalisation, power and inequalities in increasingly polarized societies - Today finance is worth 10…
FROM THE ADVISE ONLY BLOG - We have now left 2016 behind us, with its geopolitical twists and turns which, despite everything, have not done much damage to the financial markets. But now it's the turn of 2017. The start is…
The only way to overcome the uncertainties of the financial markets and restore confidence in the banks is to convince Chancellor Merkel to shorten Britain's exit from the European Union
