Piazza Affari closed up, +0,45%, 22.233 points, updating, after yesterday's exploit, the new highs for almost two years. The protagonists of the session are the banks, led by Unicredit +3,14%, while the Bank of Italy, in its report, announces that non-performing loans fell by 5,1% on an annual basis in July and loans to the private sector grew by 1,5%. The other continental markets were also positive: Paris +0,62%; Frankfurt +0,4%; Madrid +0,13%. London, on the other hand, was in the red, -0,17%, penalized by the recovery of the pound, after an unexpected leap in inflation. A sparkling start for Wall Street, which does not seem to suffer particularly from the news that the US federal debt has exceeded 20 trillion dollars for the first time. Indeed, the S&P 500 is launched towards new records and close to 2.500 points. The performance of the Nasdaq is more fluctuating, where Apple is slightly down, a few hours after the party in Cupertino and the presentation of the awaited iPhoneX, which should cost a thousand dollars.
The euro-dollar exchange rate moved little, around 1,196. Gold fell slightly, -0,17%, 1327.38 dollars an ounce. Oil recovering, Brent +0,58%, 53,95 dollars a barrel. OPEC, in its report, argues that the production cuts help the "rebalancing of the current market", penalized however by the hurricane season.
On the secondary side, the yield of the 10-year Btp Italia rises to 2,08%. The correction is even more evident for Bunds, with the 0,37-year yield jumping to a ten-day high after breaking the key resistance of 168.20% on the charts. The spread then drops to 1,92, -1,4%. On the macro front, a series of good news supports Italy's mood. The Treasury forecasts that real GDP growth will settle at 1,5-2018%, well supported by a better GDP in the third quarter than in the second and also in 1,5 it should reach 1,2% (higher at 10,9% expected). Furthermore, in the second quarter, after nine months of growth, unemployment fell. This was communicated by Istat, specifying that the unemployment rate drops to 0,6%, down by 2016 points on the second quarter of XNUMX, based on raw data.
At the top of Piazza Affari today there are, as mentioned, the banks: Unicredit, Bper +3,09%; Bench Bpm +3,01%; Ubi +2,15%. In the top five, also Saipem +2,01%. Still well bought Unipol, +0,85%, after yesterday's leap. Prysmian updates its record price to 28,10 euros, +0,72%.
Terna stops at the bottom of the list -1,19%; Snam -1,37%; Campari -1,13%; Brembo -0,95%; Enel -0,95%. Step back for Luxottica, -0,64%, which could be forced to postpone the wedding with Essilor due to the risk of concentration under the Antitrust lens. Sales of Ferrari also prevail, -0,91%, while in Frankfurt two executives let it be known that the Maranello company has no plans for electric or self-driving cars.
Modest gains for Mediaset +0,13% and Telecom, +0,19%, united by the shareholder Vivendi. The French, reports Ansa, would be ready to notify the government of their "influence" over the Italian TLC group as part of the procedure initiated by the appropriate Committee. A move aimed at avoiding the escalation of confrontation and proceedings that could lead to fines or penalties. On the Mediaset front, the meeting of the Board of the Communications Regulatory Authority on the proposal to freeze the Vivendi share exceeding 9,9% is confirmed for tomorrow.
