top of page
All Posts
Key events of the week: focus on inflation, jobs, and central banks
This week promises to be a particularly busy one for global financial markets, with a concentration of medium- to high-level macroeconomic events that could impact volatility in stocks, bonds, and currencies. Investors will focus primarily on data on inflation, the labor market, and economic growth, while numerous speeches by major central bankers will help shape expectations for monetary policy. Europe: Inflation and confidence under observation On the European front, the
5 hours ago
Weekend markets: Europe solid, Wall Street resilient, and corporate news leading the way
The financial week ended with an overall constructive outlook for global markets, supported primarily by corporate news and a sector rotation that brought investors' attention back to corporate dynamics rather than macroeconomic issues. Europe confirmed its strong technical position, while Wall Street continues to show resilience thanks to the resilience of the technology sector and the strength of the main US indices. On the European front, the weekly close showed broad-ba
2 days ago
US inflation, global PMIs, and central bank signals under close scrutiny
This week promises to be a particularly significant turning point for global financial markets, with a macroeconomic calendar packed with key indicators that could influence expectations about growth, inflation, and monetary policy. Investors' attention will be focused primarily on the United States, but also on Europe and the United Kingdom, while numerous speeches by key central bankers will help shape market sentiment. In an environment characterized by still-high yields a
Feb 16
A key week for markets: US inflation, jobs, and global growth under scrutiny
This week promises to be a decisive one for global financial markets, with a series of key macroeconomic indicators likely to influence expectations about inflation, growth, and monetary policy. Investors will focus particularly on the United States, where consumer price and labor market data will offer crucial insights into the future path of interest rates, while Europe, the United Kingdom, and China will provide important updates on the state of global growth. US inflati
Feb 9
Markets supported by banks and technology, while commodities and Bitcoin rise again
The week on the financial markets ended with an overall positive picture, supported by solid corporate earnings, the recovery of raw materials, and renewed interest in riskier assets. Investors continue to navigate a climate characterized by robust earnings, expectations of monetary stability, and a growing importance of the technology sector. Wall Street showed signs of strength, with the Dow Jones rising to 49,846.50 points, while the S&P 500 reached 6,902.82 points. The Na
Feb 7


What Really Happens in a Sideways Market (And Why It's Dangerous for Investors)
There are times when the market seems to lose its voice. It doesn't send out powerful signals, it doesn't show sudden surges, it neither scares nor excites. It simply... stays there. Frozen in a few dozen points, unable to decide whether to go one way or the other. From the outside, it seems like a calm, almost reassuring period. But those familiar with the markets know that this tranquility is only apparent. In fact, precisely when the market moves little, the most delicate
Feb 4
The coming week will see central banks, inflation, and signals from the global cycle.
The coming week promises to be packed with macroeconomic events that will shape market sentiment, at a time when investors remain caught between signs of a slowdown in economic activity and the need to assess the extent to which restrictive monetary policies are still impacting growth and inflation. The focus will be on central banks, consumer prices, and a long series of PMI indices, which are crucial for measuring the state of the global cycle. Central banks in the spotli
Feb 2
The coming week will see central banks, inflation, and the first signs of the global cycle.
The week opens with a packed macro agenda, potentially relevant for market sentiment, at a time when investors remain caught between signs of a cyclical slowdown and the need to understand whether monetary tightening has truly exhausted its effects. The focus will be on monetary policy, inflation, and leading growth indicators in the main economic areas. Central banks under observation The dominant theme remains central banks. In the United States, the market will continu
Jan 26
A week of macro uncertainty, tech gains, and soaring gold.
The week just ended with markets under multiple pressures: uncertain macroeconomic data, closely monitored corporate earnings, trade tensions, and a marked rotation into safe-haven assets. From January 19th to 23rd, the market was poised between risk and protection, with news ranging from corporate data to geopolitical risks and sector dynamics. Italian banks and profits under scrutiny Among the week's top news, the Italian banking sector has attracted analysts' attention
Jan 25
A week of markets focused on safe-haven assets, banking risk, and the return of technology.
The week unfolded on a delicate balance, driven more by news than by linear trends. Markets alternated between periods of seeking protection and sudden returns to risk appetite, in a context dominated by institutional tensions in the United States, geopolitical uncertainty, and conflicting signals from cyclical and technology sectors. Precious metals at the center: from hedge to strategic pillar The dominant theme was undoubtedly that of safe haven assets. Gold continued
Jan 17


The name is not enough (ETF, PAC, Certificate, etc.): what counts is the underlying asset, the context and the protection you put behind your investments
For many novice investors, the feeling of "having made a good investment" arises the moment they choose a name: a "global" ETF, an automatic PAC, a barrier certificate, a "prudent" bond fund. It's an understandable psychological mechanism: faced with the complexity of markets, the brain looks for shortcuts and relies on the instrument's label. The problem is that the name says almost nothing about what you're actually buying, and especially what will happen . What determines
Jan 16


Volatility and the Markets: How to Read It to Trade and Protect Your Portfolio
Volatility is constantly discussed, but almost always imprecisely. It's often treated as a single concept, when in reality there are many different volatilities , each with a distinct operational meaning. Understanding them isn't a theoretical exercise: it's what separates "reactive" trading from informed risk management . Over time, markets have shown one constant: returns are difficult to predict, but volatility is persistent . It's no coincidence that after calm periods
Jan 15
Inflation, growth and signals from central banks
This week promises to be particularly busy with macroeconomic events that can shape financial market sentiment. As investors continue to navigate expectations of a controlled slowdown and uncertainty about the timing of central bank moves, attention will be focused on inflation, industrial production, and the labor market, with an agenda spanning the United States, the euro area, and the United Kingdom. UK: GDP weak and industry still under pressure The United Kingdom wil
Jan 12
Last week was about geopolitics, safe haven assets, and sector rotation.
The week opened with a decisive return of geopolitics to the forefront of markets, following the US intervention in Venezuela and the ouster of Nicolás Maduro. The initial reaction was seen primarily in energy and precious metals, while global equities demonstrated a faster-than-expected ability to absorb the shock. As the trading sessions progressed, investors' attention shifted to artificial intelligence technology, the European banking crisis, and defense spending prospect
Jan 10
Crucial week for markets: inflation, jobs, and signals from the global cycle
The coming week promises to be a particularly intense one for financial markets, with a significant concentration of high- and medium-level macroeconomic data capable of influencing investor sentiment. Attention will remain primarily focused on the United States, where the labor market and confidence indicators will provide key insights into the state of the economy and the outlook for monetary policy. However, there will also be significant insights from Europe and Asia, in
Jan 5
Piazza Affari is focused on deals, healthcare, and defense; Wall Street is returning to the Fed, while commodities remain jittery.
The week between the end of the year and the start of the new ended with a market more about news than direction, due to reduced liquidity and often amplified movements. The common thread, however, is clear: in 2026, investors will continue to weigh two variables above all else: the trajectory of interest rates and the stability of growth. In this context, in Milan, corporate dossiers set the pace, while in the United States, the market once again looks to the Federal Reserve
Jan 3
A busy week of macroeconomic events: inflation, PMIs, and the Fed under observation
The coming week comes at a delicate time for financial markets, caught between a slowdown in global economic activity, still conflicting signals on inflation, and the wait to see when and how deeply major central banks will be able to ease monetary policy. After a year-end characterized by low volumes and a climate still favorable for risky assets, the macro agenda in the coming days could bring attention back to fundamentals, with a series of data capable of impacting sent
Dec 29, 2025
Markets amid corporate stories and record raw materials: Tim and Saipem lead Milan, Wall Street remains cautious.
A year-end session, with low volumes and movements often more responsive to news than structural flows: in this context, markets alternated between risk-seeking and protection-seeking phases. In Milan, attention focused on individual company stories, while interest rates remained dominant in the background, with Wall Street maintaining a measured pace and commodities still playing a leading role. In Europe, Piazza Affari closed with the FTSE MIB at 44,606, confirming a resi
Dec 26, 2025
A key week for markets: US inflation, global growth, and mixed signals from advanced economies
The coming week promises to be packed with macroeconomic events that could impact market sentiment, amid selective volatility and a fragile balance between growth expectations and continued restrictive monetary policies. Investors' attention will be focused primarily on US data related to inflation and growth, while also monitoring signals from Asia and Europe, which are useful for assessing the strength of the global economic cycle. Asia: Monetary Policies and First Signs
Dec 22, 2025
A busy week for the markets: M&A, central banks, stocks in the spotlight and the return of volatility
The financial week closed with a mix of corporate news, macroeconomic data, and monetary policy decisions that kept investors' attention high. From stock market movements to geopolitical tensions, including central banks and slowing inflation in the United States, markets experienced days of strong sector rotation and selective volatility. In terms of indices, Piazza Affari closed the week with the FTSE MIB at around 44,750 points, up approximately 2.9% on the week, while i
Dec 20, 2025
bottom of page