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Industrial raw materials
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
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
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
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
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
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
A week of uncertainty and setbacks: markets suspended between the Fed, geopolitics, and the rush to metals.
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
Dec 12, 2025


Today the markets bet on a truce (but the costs remain very high)
Today sent a signal to the markets: a desire for risk... albeit cautiously. Stocks, oil, industrial metals, and even safe-haven assets like gold and silver closed higher, driven by an unusual mix of geopolitics, hopes for a truce, and new energy sanctions. This fragile balance reveals a lot about investors' mood: ready to believe in a détente, but still wary of any potential repercussions. All risk indicators are rising It was a broad-based rebound for risk-on assets . In th
Oct 23, 2025


Oil prices are falling: why have prices fallen so much since early August?
Since the beginning of August, oil prices have steadily and sharply declined. Brent crude dropped from around $74 a barrel on August 1st to just below $62 in the second week of October: a decline of around 16% in two months . US WTI crude followed a similar trend, from $70 to around $57.70 over the same period. Only at the beginning of the summer did the market seem headed for a steady recovery, supported by OPEC+ cuts and forecasts of robust demand. Within a few weeks,
Oct 16, 2025


Global backlash: Stocks, commodities, and cryptocurrencies fall (but the market returns to yesterday's levels)
The day was marked by sharp fluctuations on international markets: after a negative morning dominated by US-China tensions, stocks recovered in the late afternoon, returning to their previous close levels. The decline was more persistent in commodities, rates, and cryptocurrencies, while gold remained the main defensive haven. 1. Stocks: morning crash, evening recovery Trade tensions triggered widespread selling in the early part of the session. In the US, the S&P 500 fell m
Oct 14, 2025
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