Interview with Piervirgilio Dastoli, President of the European Movement and former secretary of Altiero Spinelli. New reform treaties for the enlargement of the EU to the Balkans and Ukraine, strategic defense autonomy and greater investments are indispensable. The anomaly of Tajani's "owl" candidacies,…
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
The well-documented Comar Survey reports that the public appointments in the pipeline this year exceed those of more recent times. Here's which companies they concern
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
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
Israel launched the counterattack during the night. Drones used. Objective: the base near the city of Isfahan. The nuclear power plants of the Islamic Republic are safe. For CNN, the limited attack would have respected US wishes against escalation. Oil prices…
Enrico Letta's plan on the Single Market illustrated to the European Council: "I am not proposing the Bible but a toolbox. They are realistic proposals, now it is up to you to decide". The recipe: pooled money on financial markets, energy and…
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
According to StudiaBo, Italian sales on world markets continue to increase in value, thanks to the increase in the share of Premium products
THE CLOCKS OF THE ECONOMY OF APRIL 2024 – Manufacturing has emerged from torpor: what are the reasons? The signs of recovery are unanimous throughout the world: should we review the forecasts upwards? Why do the markets give more confidence to Italy? What are the…
Ft warns: "Destroying the agreement on Telecom Italia's fixed network would widen shareholders' losses. Merlyn proposes to sell Tim Brasil in 2024 and Tim Consumer in 2025. Meanwhile, Bluebell is nominating Lafont to lead
Ukraine's decision not to hold presidential elections amid the war with Russia has raised questions about Zelensky's position. What can happen: political-military cabinet or national unity government?
War in Ukraine: Lithuania is becoming the real crossroads of new European and NATO strategies, as it prepares for the presidential elections scheduled for May 12
New rules aimed at streamlining the process for heirs and professionals. Among the main innovations: the pre-compiled succession declaration, the principle of self-assessment of the tax and the territoriality rules for trusts
Second episode of “Lavoro & Pensioni - Politically (in)correct”, the weekly column by Giuliano Cazzola published every Monday - In this issue the reflections on tax evasion sparked by the latest Istat Report: here are the sectors where it mainly lurks
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...
With Garrone's step back, the way was opened for Orsini's coronation as the new designated president of Confindustria, with 147 votes in favour, 7 invalid votes and 9 blank votes. This is who the new president is
Interview with Jakob de Haan, president of Suerf, one of the most important groups of central bankers, economists and financial managers – “It seems that the period of high inflation will soon be behind us” – “At the moment wage increases are the indicator…
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?
The former creative director of Gucci will join Valentino from April 2nd. The maison: "It's the beginning of a new journey." Alessandro Michele: "Immense joy and enormous responsibility"
39 years ago, at the end of a lesson at the faculty of economics, the economist Ezio Tarantelli was killed by machine gun fire. His fault was that of having participated in the agreements on the cutting of the escalator shots
The 150th anniversary of the birth of Luigi Einaudi, world-renowned economist, former President of the Republic and one of the fathers of the Republic, is an opportunity to reflect on his "Useless Sermons" and to understand how relevant they still are
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
Apple, the United States sues Cupertino for violation of antitrust laws, loses its title on Wall Street. New move by the Biden government against the dominance of big tech: "Apple has used exclusion tactics, which is why it is among…
For now, rates remain unchanged but the reduction is approaching. Will the Fed or the ECB cut first? Let's hope that the cuts do not come too late to avoid recessionary pressures
Terna's Board of Directors chaired by Igor De Biasio and led by Giuseppina Di Foggia approved the 2024-2028 Business Plan and the Group's 2023 results. S&P confirmed Terna's rating at BBB+.
The Bank of Japan lowered its key interest rate to zero percent from minus 0,1 percent previously. Also stop the yield control program
European stock markets above parity in central bank week. In Milan, MFE securities are flying, spreads decreasing
After the car market chose Brazil as the epicenter of the production of hybrid and electric vehicles, Pirelli has already invested 2024 million euros in two operations in 70 alone: modernizing the Campinas hub (São Paulo) and…
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 legislative process ended with 523 votes in favour, 46 against and 49 abstentions. The law will come into force in two years. This is how AI will be regulated
The cryptocurrency continues to break records, reaching a peak of $72.846,65. Silver capitalization exceeded. The mid-April halving could push the price up further
Interview with Antonio Valitutti, CEO of Isybank, the digital bank of the Intesa Sanpaolo group which is growing visibly and which aims to gather one million new customers by next year and bring its…
Vivendi reported strong growth in revenue, EBITDA and adjusted net profit in 2023, driven by Groupe Canal+, Havas and the acquisition of Lagardère. Meanwhile, the French media giant devalues its stake in Tim
In a context of divided environmentalism, a contrast emerges between the most extreme souls, who pursue radical environmental policies, and those who adopt a more pragmatic vision. The energy recipe of the future? Nuclear, gas and realism
Gold reached new all-time highs rising to $2.100 an ounce. Switzerland also buys the metal. What is behind the rally?
Interview with Alan Wolff, visiting fellow at the Peterson Institute for International Economics in Washington and former top manager of the WTO: "Trade between the US and the EU will continue to grow, accelerated by the geopolitical rivalry between the United States and China" - And…
The G7 under Meloni's presidency did not start in the best way and today in Washington the prime minister will ask the American President for a hand
Excellent 2023 accounts for Poste Italiane with growing revenues, profits and dividend. Lasco's appointment strengthens the Group's top management. Del Fante: "We are the leading platform company in Italy"
An operation that could revolutionize the telecommunications landscape in our country. Swisscom's goal? Merge Vodafone Italia with its subsidiary Fastweb. Here are the details
The Sardinian elections do not have a national significance but they make us reflect: Meloni has lost his magic touch but the left will only be able to undermine her by allying itself with the center and adopting a realistic, reformist and anti-populist policy
Two years after Russia's invasion of Ukraine, Europe must decide whether it loves itself and learn to defend itself militarily or condemn itself to decline, opening the way to barbarism. The European and American elections will be fundamental for our…
The positive signals on the market front are accumulating and in the current scenario we are the first to say which stock markets have not recorded new highs. Piazza Affari still queen, BTP Valore is liked
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
Not even Navalny's assassination pushes Salvini to abandon his ambiguity and closeness with Putin's Russia. But can such a person remain deputy prime minister in a European and Atlanticist country?
Interview with Teresa Bellanova, former Minister of Agriculture and director of Italia Viva: "We must take into account the farmers' protest but the Government has made mistakes after mistakes because it has a backward idea of the sector and does not know how to innovate", Here's what it would do...
European stock markets are moving up by around half a point, with the EuroStoxx50 index reaching its highest level since 2000. In Milan, FtseMib at +0,51% marks the highest in fifteen years, above 31,850 points
Stellantis saw revenue rise 6% to 189,5 billion and profit 11% to 18,6 billion. The dividend also rises (+16%) and announces buybacks of 3 billion. CEO Tavares: "We work with the government, the goal is 1 million…
Amid nocturnal arguments and controversies, the Budget and Constitutional Affairs commissions approved several innovations that will be included in the Milleproroghe. Here are the main ones
The stock markets are in negative territory awaiting US inflation, which is essential for understanding the Fed's direction. Wall Street futures are also down
Tenth episode of the Guide to Finance, created by REF Ricerche with the collaboration of Allianz Bank Financial Advisors and disseminated by FIRSTonline in 16 languages. Economist Manuela Geranio explains how they were born, how they work and what the funds are for...
The most important public debt offering in history went through without problems with the placement of 25 billion in 30-year T-bonds. The liquidation of the Chinese Evergrande is inevitable. Vitol offer for Saras
The EU Parliament has given the green light to the new regulation on instant bank transfers. Member states will have 12 months to apply the new rules. Here's all the news
The CEO of Stellantis warns the Government about the risks faced by the Mirafiori and Pomigliano plants if public incentives for electric cars do not arrive and Urso provokes by hypothesizing the intervention of the State in the car company that Fio, Schlein would like...
A ruling in Delaware nullifies the extraordinary compensation plan granted to the Tesla founder in 2018 – So Musk could fall to third place in the Scrooge rankings
Last year, almost 20% of UK-listed companies issued a profit warning. A figure that even exceeds that recorded during the 2008 financial crisis, according to Ernst & Young
The Emilian entrepreneur, former president of Federmeccanica, speaks: in Taranto the hope is that "the government will find a group of entrepreneurs, possibly Italian, willing to revive the fortunes of the company". Political stability of the government: "The prime minister? Let her work so we can then evaluate her." Confindustria? "Will know…
According to the governor, the euro is "a collective defense clause" - "The euro area is vulnerable to shocks", he said and one of the problems is the lack of "a European banking union"
During Question Time in the Chamber, the Prime Minister attacks Stellantis, accusing the Group chaired by John Elkann of being manipulated by the French but the car manufacturer replies by demonstrating with numbers what its contribution to the Italian economy is
With a critical article in the Manifesto, the Bari economist Gianfranco Viesti encourages the Democratic Party to take up the challenge of differentiated autonomy to fight a battle for the reconstruction of Southern Italy which has the fight against inequalities at its centre. But without a policy…
Artificial intelligence increases the turnover of chip manufacturers: +20% in the next 12 months - Europe opens on the rise - Oil is flat
According to Il Sole 24 Ore, a large investment bank would like to buy a 10% package to encourage the rise of an Italian bank, which would be Unicredit, but from Davos the CEO speaks of "noise"
Prime Minister Giorgia Meloni returned with Ursula von der Leyen to the territories hit by the floods last May in Romagna. Protest chants: “Respect. The catwalks don't help"
The Chinese group BYD, owned by Berkshire Hathaway, has overtaken Tesla as the leading producer of electric vehicles and according to Ft it is about to buy the largest lithium reserve in Brazil, currently owned by the Canadians Sygma
THE CLOCKS OF THE ECONOMY OF JANUARY 2024 – What are the geopolitical risks that threaten a year of modest growth? What factors will anticipate or delay the decline in rates? Is the soft landing of the American economy confirmed? What is behind the stability of employment and…
In Italy, labor productivity is stagnant, with economic growth lower than other European countries. For the Bank of Italy, investments are the decisive lever to provide a shake-up, particularly in intangible assets
The global luxury sector is experiencing an excellent moment, with a turnover that has reached record growth peaks in the fiscal year 2022. The Deloitte report (Global of Luxury Goods 2023) indicates 23 Italian companies in the Top 100
European stock markets proceed cautiously awaiting US inflation - Milan above parity with managed savings and cars, Campari in deep red after bonds and capital strengthening - Eyes on Bitcoin
Milan is moving in the negative, ballasted by the banks - STM is also in the red after Samsung's alert - In Madrid the pharmaceutical company Grifols collapses (-25%) - Oil still on the rise, gas prices down
The American elections on November 5 will not only serve to choose a President but to decide between democracy and authoritarianism - The growth of support for Trump is a nightmare not only for America but for the whole world and…
In the press conference at the end of the year the prime minister returned to the privatization dossier. Mps? “A good sign”, now the focus is on two other state subsidiaries. The timings
At the press conference, the prime minister responds to the failure to ratify the bailout fund: "The government has deferred to the Chamber". And she blames Conte for the mistake
After the Swiss MSC and the German Hapag-Lloyd, the Danish transport company also suspends passages across the Red Sea indefinitely
What to do with government bonds and corporate bonds in 2024, now that yields are falling? Analysts still see entry opportunities, especially in the short term. But the appetite for the stock market which promises rich prizes also returns
In an interview with FIRSTonline, the Esg Coordinator of Eurizon of the Intesa Sanpaolo group, Federica Calvetti explains the progress made by the Sgr on sustainability and explains where a sustainable asset allocation fits in 2024
Stock markets around parity after the rally of the last few days, Wall Street futures are progressing. At Piazza Affari Leonardo is at its highest level for 6 years
We publish the text of the speech by Professor Maria Cristina Marcuzzo, academic of the Lincei, carried out in the Library of the Chamber of Deputies on the occasion of the 300th anniversary of the birth of Adam Smith. It is a journey into the thought of the father of modern economics and into…
With Italy's negative vote, the opportunity to protect itself from possible banking crises was lost. Are taxpayers aware that, in this case, the government will have to resort to extra funds, which it does not have?
According to the EU Court, the rules of Fifa and UEFA on the prior approval of competitions between clubs are contrary to EU law: "They are abusing a dominant position" - The Juve title goes into orbit
Decisive Ecofin meeting today to define the new Stability and Growth Pact - Deficit and debt parameters are crucial but France and Germany are already close to an agreement which Italy, despite sharing its substance, gives the impression of…
Chiara Scotti was unanimously appointed deputy director general of the Bank of Italy on the proposal of governor Fabio Panetta. The appointment must be approved by the President of the Republic
The COP28 agreement is a big step forward even if there is a lack of accountability on the commitments of individual countries and the absence of clear commitments from the richest countries to finance the gradual transition of the poorest countries
Intesa Sanpaolo and Centro Einaudi presented their survey on the savings and financial choices of Italians in 2023. With the rush for bonds, the stock market remains a minority choice. However, 48% of wealth remains liquid
The 13 public spas in Piazza Affari have reached a capitalization of 224,2 billion euros. The total package of state-owned shares is worth 69 billion. The data from the CoMar Study Center report on company financial statements…
Agreement overnight at COP 28 Dubai among all 198 participating countries: yes to the exit from fossil fuels "in a fair and orderly way". Yes to nuclear, hydrogen and CO2 capture
The Government is once again postponing the parliamentary approval of the ESM, irritating its European partners and giving a blow to the credibility of our country. But the showdown with Brussels is near and the meeting on the 18th on the Pact of…
After MPS, the Government is thinking of putting a share of Poste Italiane on the market - Waiting for new data on US employment which can guide the near future of rates - Spotlight on Alphabet's boom (+5%)
According to the Oam, an organization of agents and brokers, young people remain the most attracted to cryptocurrencies, but customers between the ages of 40 and 60 invest the most
The Meloni government delivered the notice of termination to the Chinese government authorities on December 3, confirming its desire to maintain strategic friendship with Beijing
Where to produce the electric Panda in Italy will be one of the topics of the meeting on 6 December between the Government, Stellantis and the social partners which aims to identify ways through which to double the production of Stellantis cars in Italy, bringing it to…
Interview with Richard Baldwin, professor of International Economics at the Graduate School of Geneva - "The globalization of markets is alive and well" but is moving from the predominance of goods to that of services - As for AI: "I don't think it will change...
AI is already everywhere and the real innovation part is predominant: it will change our lives as citizens and will become a factor of competitiveness and improved productivity for businesses. Among the most advanced sectors in Italy is…
The World Climate Conference opens today in Dubai. Alarms for rising temperatures and the effects on the world economy. 198 countries present and 70 thousand delegates
The petrodollars and the pharaonic projects put in place by Saudi Arabia for Expo 2030 have, as expected, got the better of Rome's candidacy which, after the Olympics, loses another opportunity for international relaunch. Our result is…
While waiting for macro data on Thursday, European stock markets consolidate their results. November is about to close with an increase of 6% on average. Spread at 177 points
INTERVIEW WITH ANNAMARIA BERNARDINI DE PACE - For the Milanese lawyer, the murder of Giulia Cecchettin, at the hands of her ex-boyfriend Filippo Turetta, is not a question of patriarchal culture. The danger is being next to men who have not elaborated the meaning...
Wal-Mart cuts the selling price of Barbie but it is not enough to boost pre-Christmas shopping held back by inflation and high prices. Wall Street looks positive thanks to oil. Lagarde optimistic about rates
Behind Altman's sudden dismissal there would be the discovery of Q*, a new superintelligence that some researchers have asked the OpenAi Board to stop in order to understand its developments. Here's what it is
Enel presents the new 2024-2026 strategic plan by Flavio Cattaneo: more investments on the networks and in Italy, more selective for those on renewables, growing financial targets and minimum fixed dividend of 0,43 euros for 2023 with potential payout...
After the flash sale of 25% of MPS shares on the market, the MEF's stake in the Sienese bank drops from 64,23% to 39,23% and concretely begins the privatization season which must yield 20 billion in 3 years at…
