The surprises never end. The predicted collapse of stock markets after Donald Trump's clear statement was short-lived. After the initial collapse, the markets contained the declines, awaiting the opening of the American lists. Alone Business Square (-2,45%, Ftse Mib index to 16.400 points from a minimum of 16.224) and Madrid (-2,6%) suffer losses of more than 2%: Paris e Frankfurt -1,6% London loses only 0,7%. Heavy drops but much lower than those accused after the British referendum.
The declines on the futures of Wall Street. Holds the rise ofeuro (1,105 on the dollar). The yield of the Waist ten-year German (+0,15%), as well as the Italian ten-year, from 1,74% to 1,77%, new high since November 2015. The spread Btp/Bund is at 160 points. L'gold slows down from the highs but remains above 1.300 dollars.
They have contributed to favoring a more relaxed climate the words of the new president: "I will be the president of all - he said - and I say to the weakest that they will never be forgotten again". No mention in his first release of the construction of the wall between the US and Mexico. The Mexican peso loses 10% and falls to a new all-time low.
Very warm the reaction of Moscow: the Duma interrupted the proceedings to decree applause at the outcome of the vote. And Putin underlines that "from today the world is safer". The Moscow Stock Exchange rises by 1,5%.
Actions that could benefit from the interventions of the new US administration are highlighted in Piazza Affari. Fly Leonardo (+4%), engaged in the US Defense sector. Buzzi +4%: the cement producer has a strong presence in the United States and Trump has promised to launch an infrastructure development plan.
Recordati +3,6%: Trump has promised to review Obama's health policies. Hillary Clinton during the electoral campaign had repeatedly expressed herself in favor of introducing more restrictive rules on the commercial policies of pharmaceutical companies, especially in terms of the prices of their products.
Tenaris +5%: during the morning, the share of the producer of special pipes for the oil industry rose up to 13,75 euro, on the highs of the last twelve months. Also the French Vallourec, active in the same area, shines in Paris with a rise of 5%. The arrival of Donald Trump in the White House could push the United States to hinder the free exchange of goods and products to defend local companies, and in the field of pipes for the oil industry, the Rocca group company is the leading US producer through the subsidiary Maverick.
Saipem +3%: massive investments are expected in the energy sector. Salini +4%: could be involved in the infrastructure plan.
The banking sector contrasted, with many suspensions due to excessive reductions. Unicredit drops by 0,7%, up from -4%. Entente -2%, Ubi -0,1% Banco Popolare -1,5% Montepaschi-1,7%.
Fiat Chrysler -3%. The group led by Sergio Marchionne has lost the explicit support of the White House. Brembo -3%.
Mediaset -1,4% after disappointing results announced last night and marks the lowest price since May 2013. Deutsche Bank has reduced its outlook to hold.
Eni -1,3% with Brent down 0,3% to 45,9 dollars a barrel. Enel -2,1% Telecom Italy -2,6%.
