Weak start for the lists of the old continent
01/14/2022

Weak start for the lists of the old continent

Weak start for the lists of the old continent (-0.85% the Dax, -0.90% the Cac40, -0.39% the Ftse100 and -0.80% the Ftse Mib in Milan) carried by the wake of sales that it hit Asia and the technology sector on Wall Street. The Nasdaq (despite futures now indicating a recovery) closed with a decline of 2.5%. Not least the S&P500 (-1.4%) and the Dow Jones (-0.49%).

Positive start on Wall Street
01/13/2022

Positive start on Wall Street

Positive start on Wall Street (S&P500 + 0.32% Dow Jones + 0.44% and Nasdaq + 0.34%) despite an uncertain European trend and without particular momentum.

Industrial production in Italy
01/13/2022

Industrial production in Italy

In November 2021, in Italy the industrial production increased by 1.9% compared to the drop of 0.5% in October and against the + 0.5% assumed.

US CPI and Core CPI today at 8:30 am
01/12/2022

US CPI and Core CPI today at 8:30 am

Jerome Powell, the Federal Reserve Chairman yesterday appears to have taken a stance less aggressive than expected, stating that the Fed will take steps towards normalization of monetary policy. The tech sector appears to be the one that benefited the most but all the major Wall Street indices closed in green.

Market Call 12/01
01/12/2022

Market Call 12/01

Borse europee in rialzo in avvio di seduta (+0,75% il Dax, +0,68% il Cac40, +0,48% il Ftse100 e +0,40% il Ftse Mib di Milano) sulla scia del recupero asiatico e di Wall Street grazie alle parole di Powell. Il Governatore della Federal Reserve sembra aver avuto un atteggiamento meno falco del previsto, affermando comunque che la Fed farà passi verso la normalizzazione della politica monetaria.

Weak futures on Wall Street, the S & P500 drops 0.06% as well as the Dow while the Nasdaq drops 0.20% pending Jerome Powell's hearing
01/11/2022

Weak futures on Wall Street, the S & P500 drops 0.06% as well as the Dow while the Nasdaq drops 0.20% pending Jerome Powell's hearing

Weak futures on Wall Street, the S & P500 drops 0.06% as well as the Dow while the Nasdaq drops 0.20% pending Jerome Powell's hearing starting at 4pm. Powell will be called upon to comment on the minutes of the last meeting also relating to the imminent tightening of monetary policy. Therefore, fears related to the upcoming rate hike (March) remain. In this regard, the Federal Reserve will monitor the consumer price data tomorrow (an increase of 7% is expected). Meanwhile, the 10-year Treasury reverses after yesterday rising above 1.8%, now at 1.75%. Yesterday Wall Street recovered after a first part of the session in sharp decline, the Nasdaq had come to lose more than 2 points like the S & P500. In the end, all three main indices recovered but only the technological index managed to end the session above par (+ 0.05%).

Wall Street down at the opening, the S&P500 and Nasdaq are down by 0.98% and 1.58% respectively
01/10/2022

Wall Street down at the opening, the S&P500 and Nasdaq are down by 0.98% and 1.58% respectively

Wall Street down at the opening, the S&P500 and Nasdaq are down by 0.98% and 1.58% respectively, followed by the Dow Jones with a decline of "only" half a point. A week full of macroeconomic events, from inflation Wednesday to Powell's testimony after last week's Fed minutes, from which it emerged that not only the American central institution plans to raise rates from March but also to reduce the budget. According to Goldman Sachs, the Fed will raise rates 4 times in 2022, thanks to the recovery of the labor market and inflation on Wednesday which will be closely monitored.

Avvio in rialzo per i listini del vecchio continente
01/10/2022

Avvio in rialzo per i listini del vecchio continente

Avvio in rialzo per i listini del vecchio continente, Dax +0.27% Ftse Mib +0.40% e Londra sulla parità. Deboli i futures di Wall Street dopo che la settimana scorsa è stata per l’indice tecnologico Nasdaq, la peggiore da febbraio. Il rendimento del Treasury a 10 anni sopra l’1,799%.

Among commodities
01/05/2022

Among commodities

Following yesterday's OPEC decision, which confirmed the increase in production of 400,000 barrels per day for February, confident that the impact of the new variant is less strong than expected, the WTI rises to 77, 9 dollars a barrel, Brent is at 81$.

Rialzo del rendimento del T-bond che sconta un aumento dei tassi già a marzo. Settore tecnologico sotto pressione.
01/05/2022

Rialzo del rendimento del T-bond che sconta un aumento dei tassi già a marzo. Settore tecnologico sotto pressione.

Sulla parità i listini europei in fase d'apertura. Il Ftse Mib di Milano in rialzo dello 0,10%, il Dax di Francoforte +0.08% e il Ftse100 di Londra sotto la parità. Sell-off del settore tecnologico partito ieri da Wall Street con il Nasdaq che ha perso l’1,33% dopo che il rendimento del decennale americano, ora sopra l’1,653% è salito sopra l’1,7% scontando un innalzamento dei tassi già a marzo; a tal proposito gli investitori attendono questa sera i verbali della Banca centrale americana alle ore 20:00. Il mercato già sconta che probabilmente a marzo la Fed terminerà i suoi programmi di acquisto, termine precedentemente fissato per giugno.

US Market Call
01/04/2022

US Market Call

The European lists continue the session well in tune (Milan 1% above 28000 Dax points + 1.02% and London + 1.46%) as positive are the futures on Wall Street + 0.38% and Dow Jones + 0.39% and the Nasdaq + 0.17% after the + 1.20% achieved yesterday where Tesla rose (+ 13%) and Apple was the first company to reach 3 trillion dollars of capitalization.

Market Call 04/01 - Ancora fiducia nell'azionario
01/04/2022

Market Call 04/01 - Ancora fiducia nell'azionario

Ancora un’apertura in verde per i listini del vecchio continente. Sulla scia del solido rialzo registrato ieri da Piazza Affari e dalle altre principali piazze, complici anche i dati sulla manifattura, anche oggi il sentiment potrebbe rimanere in maniera più contenuta, positivo. Nuovi record registrati anche a Wall Street dove S&P500 e Dow Jones segnano nuovi massimi storici.

Wall Street up at the start of the session
01/03/2022

Wall Street up at the start of the session

Wall Street up at the start of the session, S&P500 + 0.32%, Dow Jones + 0.24% and Nasdaq + 0.70% in the wake of a tonic Europe (the Stoxx 600 + 0.5% updated all-time highs). Investors seem to be paying for a slowdown in the increase in infections, as happened in South Africa in the short term and the measures in which governments are interested seem to focus on not limiting the economy but rather imposing masks and vaccines on people.