Table of Contents:
Current situation of the European stock markets
The European financial landscape is off to a cautious start, with the Ftse Mib in Piazza Affari showing a slight decline of -0.1%, remaining just above 36,000 points. Among the best performing titles, Prysmian (+ 1.4%), Snam (+ 1.3%) and Diasorin (+ 1.2%) stand out, while Saipem is in the queue with -1.3%. This scenario reflects the uncertainty that characterizes the markets, influenced by external factors and
political statements.
Impact of trade tensions with China
The Chinese price lists have fallen significantly, in response to Donald Trump‘s threats regarding the introduction of tariffs on all Chinese products starting in February. This situation has raised concerns among investors, who fear repercussions on international business relations and the global economy. Trade tensions can affect not only Asian markets, but also European and American markets, creating a climate of uncertainty
.
Investments in artificial intelligence
Despite the difficulties in the markets, positive ideas are emerging from the artificial intelligence sector. A joint venture between SoftBank Group, OpenAI and Oracle has been announced, with an initial investment of 100 billion dollars. This investment is expected to increase fivefold, highlighting the growing interest in AI technologies and their potential impact on the economy. The joint venture aims to finance innovative infrastructures, positioning the companies involved as leaders in the sector
.
Focus on American quarterly reports
The US quarterly reports are attracting investor attention, with Netflix recording a 15% increase in extended trading, after posting record results. The performance of American companies can influence expectations in global markets, making quarterly reports a crucial indicator for investors. Today, the speeches of some central bankers, including the president of the ECB Christine Lagarde, from the Davos forum, will be followed with
particular interest.
Bond and commodity market trends
In the bond market, the Btp-Bund spread fell to 107 basis points, with the Italian bond at 3.58% and the German one at 2.51%. This trend suggests some stability in the government bond market, despite global uncertainties. As far as commodities are concerned, Brent oil fell, slipping to 79 dollars per barrel, while gold saw an increase, reaching 2,747 dollars an ounce, reflecting a search for safe haven
by investors.
Situation in the currency and cryptocurrency market
In the currency market, the euro/dollar remains above 1.04, while the dollar/yen rises to 156, pending the BoJ meeting scheduled for this Friday. Currency fluctuations can affect investment decisions and business strategies. Finally, in the cryptocurrency world, Bitcoin fluctuates around 105 thousand dollars, continuing to arouse interest among investors and enthusiasts of
the sector.
