Antonio Cesarano, Chief Global Strategist of Intermonte, sees in some recent events a change of direction that offers useful indications for investors. And he gives a "football" interpretation of it
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
Doubts about Apple's future and anxiety over the Fed's minutes on the next rate moves send the stock markets into the red while T-bond yields rise - In Milan the banks are holding up but not the securities...
Falling inflation pushes bond yields lower. And the markets are gaining confidence. In Piazza Affari Stellantis close to the top, Mps starts again. Spread at 174 points
The run-up in US yields puts pressure on the stock market. Piazza Affari holds up thanks to the banks. The New York Times: Rumors of Release of 50 Hostages in Gaza
Operators are worried above all about a possible widening of the conflict and the consequences of Iran's involvement
The Russia-Ukraine war, which began in the night, also devastates the financial markets: Stock markets in sharp decline since the opening – Oil, gold and US bonds fly instead – The spread rises
Oil prices continue to run and sector stocks shine on the Stock Exchange - Tenaris, Saipem and Eni the most popular stocks on Piazza Affari - T-bonds are still on the rise
Today's non-excellent US economic data slows down first Wall Street and then European stock markets, despite the drop in T-bond yields below 1,6% - Milan is once again touching the psychological threshold of 25 thousand basis points …
US consumer prices grew by 0,8% in April when estimates were around 0,2% - The drop in American lists was immediate while Piazza Affari and the European stock exchanges recovered and closed higher
The yields of both Italian and American government bonds start to rise again, displacing the stock exchanges which in fact are retracing
2.250 billion dollars to redo American infrastructure: this is the plan launched yesterday by President Biden, who will raise corporate taxes to finance it - The race for T-Bond yields stops and the Nasdaq rebounds - Piazza…
The American ten-year record yields are pushing the stock exchanges to close the month of March in the red - The dollar flies, gold falls - But yesterday both Frankfurt and Piazza Affari started running again
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…
The auction of US government bonds is not doing well, while the rotation from the new economy to the old economy continues on the Stock Exchange - In Piazza Affari, the spotlight is on Atlantia: the Benettons want to sell to CDP but foreign funds oppose
Great expectations for the words of the president of the Fed, Jerome, Powell, on US rates - But trepidation also for the verdict of the EMA on the AstraZeneca vaccine - T-bonds and German confidence are rising again - Orcel effect on Unicredit…
The uncertainties regarding Astrazeneca and the trend in yields on T-bonds weigh on share prices - In Piazza Affari, a slight decline, however, the rises of Tim and Generali, Unicredit, Poste and Stellantis stand out - Autogrill collapses.
Powell does not fully reassure the markets on interest rates and the Nasdaq continues its descent, now at -10% from its maximum - T-bonds fly instead and oil runs
Piazza Affari limits the damage and defends the 23.000 points. The oil sector has the good and the bad weather. Overseas the Nasdaq continues to suffer, suffering another collapse (-3,5%).
The approaching break, anticipated yesterday by Macron, between the US and Iran pushes up the price of oil, while the euro weakens against the dollar in view of today's Executive Board of the ECB - Fiat's accounts are also on the way...
The 3-year T-bond maintains a yield above 24% and sends the Stock Exchanges into crisis, except for the Nasdaq - Piazza Affari slips below the psychological threshold of XNUMX basis points: leap forward of Stm but sharp decline of…
Exceeding the psychological threshold of 3% of the 10-year T-bond yield raises fears of a rise in inflation and a faster-than-expected rate hike - Technologists collapse on Wall Street - Piazza Affari tries to…
The 3-year US T-Bond enters the danger zone by fluctuating around a rate of XNUMX%, which is the psychological threshold beyond which the financial markets and in particular the Stock Exchanges enter into fibrillation - And suddenly…
