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Industrial raw materials
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
6 days ago
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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