Interest rates

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 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

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

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

Since August, government bonds have recovered in value, while global demand has weakened. Are investors sensing a slowdown or simply hedging against risks? In recent months, the bond market has undergone a transformation. After a long period dominated by high yields and depressed prices, bonds are returning to the spotlight—both in the United States, where the rally began in the summer, and in Europe, where the trend has continued since early October. It's a resurgence that r

Next week will be one of the most important of the autumn for European markets. New data on euro area harmonized inflation (HICP) and...

Between September 17 and early October 2025 , the dollar regained strength after months of weakening. The DXY index, which measures the...

In January 2015, the Swiss National Bank (SNB) made a decision that would mark a turning point in the history of the bond markets. After years of defending the minimum exchange rate of 1.20 Swiss francs per euro , the SNB suddenly decided to abandon the peg and lower key rates to –0.75% , the lowest level ever recorded up to that point. In the hours  immediately following the decision, the Swiss franc rapidly appreciated by more than 15% against the euro and the dollar  . I