Stocks

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next week promises to be particularly busy with macroeconomic events that could impact financial markets. Market participants will be focusing on monetary policy decisions, inflation data, and leading indicators of the global economy, in a context that remains fragile and characterized by strong divergences between the main economic regions.   The macro context: a slowdown yes, but not uniform In recent months, mixed signals have emerged. On the one hand, inflation appears to

The financial week that ends today had a clear underlying theme: markets forced to navigate unstable terrain, where every positive sign was counterbalanced by new sources of uncertainty. Expected but inconclusive monetary policy decisions, persistent geopolitical tensions, and increasingly pronounced movements in raw materials have made the environment difficult to interpret with a single lens. Rather than a matter of direction, it has been a matter of an often precarious bal

Over the past ten days, investors have experienced a veritable "saddlebag": a alternating wave of fear and relief, with stock markets first falling sharply, then rising just as quickly. The tension arose from an explosive combination—the fear of a new tech bubble, the US government shutdown, and the rekindling of international conflicts—but it has since dissipated partly thanks to a political clearing in the United States and new expectations of looser monetary policy. Stocks

In recent days, financial markets have experienced a phase that, despite the uncertainties, shows signs of consolidation. Several parallel threads are intertwined: renewed confidence in stocks, the strengthening of geopolitical measures toward Russia, the cautious but not alarmist tone of major central bankers, the decline of gold (and silver) as safe-haven assets, and the return of the US dollar after a period of weakness. Let's look at "the story behind the numbers." 1. Sol