Positive stock markets after the ECB rate cut and banks in focus, towed by Unicredit-Commerzbank. On Wall Street, Nvidia (+1,3%) is doing well, while Moderna (-18%) is collapsing
The growth of Kamala Harris' anti-Trump candidacy, the easing of the Fed's monetary policy and the first steps towards the formation of a democratic and pro-European government in France are all good news for the financial markets which see fading…
Pharmaceutical industry giants Eli Lilly and Novo Nordisk have been among the hardest hit by the incredible market volatility. After the collapse of recent days, yesterday they achieved an impressive leap on the stock market
Interview with Giovanni Tamburi, founder, president and CEO of Tip: "After Covid, times are even stranger because everyone earns." Even if there is a risk of price tensions, “the liquidity in circulation is capable of…
Are the recent collapses of Nvidia (8,43%) and Eli Lilly (9,42%) just profit-taking after a breathless run in recent quarters or do they signal a deeper correction in the markets? We'll find out more this week
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…
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
The political chaos in France is having repercussions on European markets which fear governments' propensity to increase deficits. What to do? Here are the tips from Alessandro Fugnoli, strategist at Kairos Partners Sgr
In the last 6 months, total transits in the main straits have decreased by -22,6%, while shipping costs have stood at levels above 128,6%.
Claudia Sheinbaum, of the center-left Morena party, is the first female president of the Central American country: she has trailed her conservative opponent by more than 30 points. Latin American political allies are rejoicing, but the markets are wary: here's why
Despite the weak performance of the world economy and the risks linked to inflation and geopolitical conflicts, international financial markets show confidence, driven by the prospects of less restrictive monetary policies. The Bank of Italy financial stability report
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
How do commodities play in financial investments and why are they often the subject of speculation? And why is oil still the most important? Tomorrow's episode of Guida alla finance edited by Davide Tabarelli will explain everything
According to the number one of JP Morgan Chaise, the world economy is at a crucial moment and the wars in Ukraine and the Middle East increase uncertainty. On Artificial Intelligence: "It will change society like printing, electricity and the internet"
THE CANCELS OF THE ECONOMY OF MARCH 2024 – What are the reasons for the German economy's trouble? Italy records higher growth than the Eurozone, lower inflation, and sharply declining spreads: how can this be explained? The strong stability of the US economy will influence…
In 2024, AI, machine learning and big data analytics will continue to gain ground, benefiting SMEs and optimizing logistics
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 CLOCKS OF THE ECONOMY OF DECEMBER 2023 – What are the markets' reasons and the central banks' reasons for the decline in rates? Is the US economy headed for a soft landing? What weapons does China have to support the economy? Why the…
Interview with Gian Maria Milesi-Ferretti, former deputy director of the IMF and now senior fellow at the Brookings Institution in Washington - Faced with the difficulties of the Italian economy "the populist attitude towards Europe and investors would be the worst signal"
The Minister of Economy fears the market effect on the budget maneuver and warns: "We must find 15 billion more" after the rate rise - Mef-Vivendi dialogue on the sale of NetCo - China does not touch rates
In an ever-changing world it is increasingly important to be aware of how financial behavior can affect the planet and our way of life
The Cupertino-based company closed yesterday by setting a new historic record, reaching a market cap of 2.920 billion. Shares touched $187,83. It has grown by 46% since the beginning of the year. The technology sector…
The revolution has just begun but the titles of the big names, Nvidia in the lead, are already in orbit: in one night the capitalization rises by 300 billion. Fugnoli: "a revolution, more than the internet or the railways"
The high-level diplomatic meeting between the US and China gives hope that some glimmers can be opened to reach a truce in Ukraine and the markets are also rooting for an end to the war - Nasdaq at its highest -…
The budget estimates have been exceeded and the constant process of capital growth and improvement of the Group which brings together the CCBs from all over Italy has been confirmed. President Fracalossi: "Our model works"
For financial analysts, 2023 will be the year of the bond recovery after the black year of 2022: "A storm not seen since 1969" - Skip the 40/60 relationship between stocks and bonds
In his podcast "Al 4° piano" the Kairos strategist, Alessandro Fugnoli, recommends distributing purchases and financial investments throughout 2023 "avoiding necessarily chasing the rise this January"
Despite yesterday's half-pause, markets are sniffing the Fed's possible change of course on rates after October's record - Signs of recovery in China - Bovespa celebrates Lula - Spreads on the rise
The ECB convinces the markets: it raises rates but the stock exchanges do not suffer, the yields of the BTP go up and the spread goes down - Joys and sorrows for Big Tech
The fall in the price of gas and the hopes of less monetary tightening give sprint to the European stock exchanges - While waiting for the quarterly Big Tech, the Nasdaq is instead down
For now, the general agreement on energy reached yesterday in Brussels does not seem to inflame the stock markets - Snap collapses on Wall Street (-15%)
Since 2016, the platform for investing in private markets has raised over 2,2 billion, of which 1,7 already invested in 350 international companies
Faced with the soaring gas prices, the Government prepares a new decree without budget deviation: three salient points
How to use your savings in such uncertain times? To complicate the picture, according to Kairos's strategist, there are "the two heads of inflation": the markets look to the consumption one, while for the central banks it is much more insidious...
Founded under the auspices of the Department of Economics and Law of the Sapienza University of Rome, it will have a scientific approach based on interdisciplinarity
Kairos strategist advises targeting low multiple sectors and financially sound companies - The return to a bullish phase will not happen before the end of 2023
The membership will allow Equita to offer its customers access to the certificates available on Spectrum Markets and to issuers its market making services on the pan-European market of Spectrum Markets certificates
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
INTERVIEW WITH SALVATORE BRUNO, Head of Investments at Generali Investments Partners - "The US stock market has seen a good performance so far, but has not yet priced in the changes on the horizon" - "Things could change in Europe's favor" - "Attention to the…
Brent exceeds 110 dollars. Defense stocks fly. The prices of BTPs are skyrocketing, better than the Bunds: the stop to ECB support is moving away. Stellantis disappoints
In a period characterized by many uncertainties, the Capital Accumulation Plan (PAC) could be a good choice for savers. What are the pros and cons
Kairos' strategist focuses on short and safe bonds: "Trading in volatile markets risks crowding out" - Here's how to move on oil, gas, gold and the dollar
Italy in the spotlight of the markets after the reconfirmation of the Mattarella-Draghi couple at the top of the state - Pay particular attention to banks and BTPs
The stock market has also started well in the new year but prudence is a must in the face of the resurgence of Covid - Here are the advices of Alessandro Fugnoli, Kairos strategist
Intesa Sanpaolo's Studies and Research Department has published its 2022 outlook - Global growth slows down, but Italy recovers - Transient inflation, but it won't disappear quickly
Good news from China and Korea: Asian stock markets are recovering - Today a virtual summit between Biden and Xi - Draghi meets the unions - Rain of quarterly reports for the small caps of Piazza Affari
On the eve of the central bankers' meeting in Jackson Hole, the ECB confirms its expansionary monetary policy while South Korea raises rates - New records for S&P and Nasdaq but today Kabul effect on European stock exchanges.…
Kairos' strategist explains that the market is disoriented because it confuses two types of inflation: temporary and structural - The outlook in the medium, short and long term
From internal racist attacks to difficulties in international politics, as well as the dangers of inflation hanging over the economy and financial markets: the honeymoon already seems to be over for the US President
The slowdown in oil reflects OPEC+'s tightening on production cuts and the challenge between US bond yields and raw materials. But in the second half of the year.....
According to the American asset management company, in this phase it is necessary to exploit the potential of financial market volatility to turn it in favor of investors with "a more tactical approach" - Watch out for banks and insurance-linked companies
Financial services firm has compiled two rankings of February's Exchange Traded Funds based on returns - Here are the best and worst
The Draghi effect on the markets continues: the Btp-Bund spread drops again and stands at 94
Yesterday's drop in the spread and the leap in the Stock Exchange are already a sign of appreciation for Prime Minister Draghi on the markets, but in the world the tone of the Stock Exchanges has changed and after the long rally there is a physiological brake hit
High tension in the US over the Trump case, while Moody's sends signals to Italy on debt risks - Bitcoin plummets, but the US excludes restrictions - Unicredit and MPS still in the spotlight on Piazza Affari
The Dems are one step away from electoral victory in Georgia which will also give them control of the Senate, with inevitable repercussions on the financial markets - China at the top after 13 years - Booming demand for BTPs in Italy…
The forecasts of the experts consulted by FIRSTonline on the stock exchange in 2021: the sentiment is positive but much will depend on the effectiveness of the vaccination campaign. Some unknowns related to inflation remain. Here are the sectors to focus on
Will the trend in consumer prices rise or not? The contrast between central bankers' wishes and investors' fears.
The twenty elements that distinguish the current phase of the economic situation, in which the new restrictions on social life fall, from that of last March-April.
Saturday 14 November the new episode of the Lancette dell'economia by Fabrizio Galimberti and Luca Paolazzi will be released on FIRSTonline, answering all the main questions about the Italian and international economic situation
Belief that Biden's Presidency Will Not Lead to Upheaval Invigorates and Encourages Markets - Sparks in Stocks - Gold and Oil Advance
According to Kairos strategist, Alessandro Fugnoli, the markets are beginning to think more about the positive aspects (increase in public spending) than the critical aspects of a possible victory of the Democratic candidate in the US presidential elections (tax increase)
According to Kairos' strategist, "the markets tend to underestimate the extent of the long-term changes that a Biden victory would entail". Starting with the effects on the euro-dollar exchange rate
The new tensions between the USA and China confuse and unnerve the markets: only gold and silver do not stop running - Rates down to earth - Good leap on the Monte dei Paschi stock market
Despite the severe difficulties that the coronavirus has caused to the markets, in the first half of 2020, Finecobank and Banca Akros are confirmed at the top of the rankings relating to the stock and bond markets - Banca IMI is second -…
The resumption of a Coronavirus outbreak in China, racism in the US and the approach of a hard Brexit are shaking the stock markets and do not seem to bode well, even if liquidity remains abundant
According to Kairos' strategist, the recovery process has begun and will continue unless the pandemic flares up again - The markets are already in a better condition than in 2008-2009, but at this stage it is better to aim…
VIDEO - In the latest episode of his monthly column, the Kairos strategist advises which stocks to focus on in this market phase, but still recommends "selectivity and prudence"
According to Kairos' strategist, "the recession will be severe, but probably short" - "The moment is approaching when instead of wondering what to sell, we will have to ask what to buy"
How to behave on the stock market in the face of the storm caused by the Coronavirus? According to Alessandro Fugnoli, Kairos strategist, at the moment it is "late to sell and still early to buy" - The time to return will come, but first there will be several "false…
According to Alessandro Fugnoli, Kairos strategist, "we must remain constructive and not give in to pessimism", but it is still necessary "to remain cautious on the investment front for at least two-three weeks"
But is the alarm that has spread around the world and on the markets about the Chinese virus founded? The numbers say no and Shakespeare would say: much ado about nothing - The new media spreaders, with rare exceptions
The growing tension between the USA and Iran, but also Erdogan's advance in North Africa, are weighing on the financial markets and placing them on the defensive, but without any particular jolts and with many private equity funds ready to play their best…
According to Kairos' strategist, the positive trend of the markets will continue at least until mid-2020, mainly thanks to expansionary monetary policies, but then something could change: that's why
As of today, 600 traveling tourists are dealing with the sensational bankruptcy of Thomas Cook, which has lost 96% on the Stock Exchange since the Brexit vote: another reason for tension for the markets in addition to duties -…
VIDEO by KAIROS strategist - Despite the foreseeable autumn suffering, the stock exchanges are preparing to end 2019 on a high note thanks to the formidable support of central banks
VIDEO BY ALESSANDRO FUGNOLI, Kairos strategist, according to which after 4 months of increases the stock exchanges are consolidating but still have room to grow
In the new episode of his video column "On the 4th floor", the Kairos strategist explains why the first quarter of the stock markets was so spectacular (despite the slowdown in the economy accompanied by the rise in bonds) and above all what are…
Infront launches Infront Professional Terminal in Italy, a platform where it will be possible to find data on the Italian market. In detail, the contents include real-time data, news, securities records, corporate actions, regulated information and updates on the markets provided by Infront…
From today, the stock exchanges will begin to evaluate the corrections to the Italian government's budget maneuver, but the eyes of the markets are above all on Wednesday's Fed meeting which must decide the next moves on rates
Markets on the roller coaster due to the constant upheavals on the political side - The resumption of the negotiations on tariffs between the USA and China makes Wall Street bounce and Europe will try today - Banco Bpm sells bad debts for 7,8 billion…
INTERVIEW with GIANNI TAMBURI, founder and CEO of TIP - "Large managers are victims of algorithms that they can no longer control and often cause violent movements on the markets. But the real economy is healthy and all of Asia is restarting,…
The divorce between the EU and the United Kingdom decided yesterday in Brussels but still being examined by Westminster and the possible correction of the Italian budget maneuver are at the center of the stock market day in which Draghi will speak to the European Parliament…
AXA REPORT - One possible evolution of the fixed income cycle is one in which real rates and yields rise on the back of robust growth and appropriate monetary policy intervention in response to mounting pressures…
FIDELITY INTERNATIONAL REPORT - In the short term, Bolsonaro's victory in the first round of the presidential elections will probably give breath to Brazil's rally on the markets even if in a climate of high volatility - But in the medium term…
The impact of Environmental, Social and Governance factors - such as a company's carbon footprint, the number of women on the board and the workforce employed in the supply chain - on the company, on performance and on an investment portfolio is remarkable…
While Cyclone Florence and the storm rage over southern China, Trump is preparing to impose a 10% tariff on Chinese goods and Beijing's response will not be long in coming - Markets are also anxious about the arm…
From the blog Advise Only - With the presentation of the Budget Law on the horizon, the Italian economy seems to be proceeding with the handbrake on compared to the rest of Europe. The point on the complex moment of the bond and equity market of…
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 new crisis in Argentina which raises rates to 60% and calls the Monetary Fund and the new drop in the Turkish lira are alarming the markets - Stock markets all in the red and Piazza Affari, weighed down by Tenaris (-5,59%) very present in …
UBS CIO Weekly - The Italian equity and bond markets have blown away more than a year's gains and are under pressure again. Investors are concerned about the fiscal policy that the government might pursue.
Salvini dominates the government's anti-immigration policy, but on the economy and social policies the Five Stars are leading the dance and the results can be seen: from the labor decree to Ilva and Alitalia, from the Tav to the Cdp up to the ventilated …
The collapse of the lira (-20%), aggravated by the tightening of US sanctions, alarms and ballasts the markets - For Piazza Affari it is a real black Friday (-2,5%) triggered by the fall of Unicredit, one of the three European banks most exposed in Turkey, which…
In view of today's summit on the economic maneuver, Minister Tria dribbles past Di Maio and Salvini and confirms his prudent line - According to analysts "there are two or three weeks favorable to purchases on the stock exchange because until…
Neither monetary policies nor fiscal policies will have the flexibility they had in the past to be able to stabilize the next economic slowdown. European states are therefore led to push for reforms to convince the markets. Investors will…
"A great deal of uncertainty prevails both about the actual duration of an economic cycle that appears mature in the United States, as well as about the sustainability of Eurozone growth in a scenario of global slowdown", according to Alessandro Tentori, Investment Director of AXA Investment Managers…
FROM THE ADVISE ONLY BLOG - We have now reached the halfway point of 2018 and it's time to take stock: how have the sectors navigated the markets in these particularly stormy months? - Here are the sectors that have gained…
In his public debut, the new president of Consob sends a clear message to politicians and to the new Lega-M5S government: "Respect the delicate mechanisms of the market. It is essential for the stability and economic prosperity of the country". The number one goal…
In May, the Target 2 balance of the Bank of Italy reveals a flight of capital from Italy to foreign shores of 38 billion euros and the continuous increase in the spread bears witness to investors' doubts about the reliability of our country -…
Italy is the largest European country led by a government that publicly declares itself populist and anti-system and can act as a pole of attraction for regressive tendencies in the Old Continent and in the world, but there is a stone guest…
