La settimana di Borsa: occhi puntati su Tim e Brunello Cucinelli

adnkronos

(Adnkronos) - Pietro Calì, analista finanziario, commenta all'Adnkronos i prossimi appuntamenti chiave dei mercati: riflettori puntati sulle trimestrali Usa, con grande attesa per i conti di JP Morgan e Goldman Sachs, in calendario domani.

Transcript

00:00It will be a very important week for the international markets.

00:04First of all, it is the starting week of the American trimesters,

00:07and, as always, it starts with the banking and financial sectors.

00:11Tomorrow, JP Morgan, Citigroup and Goldman Sachs will publish their accounts,

00:15while the day after we will see the publication of Morgan Stanley and Bank of America.

00:20Obviously, these data will be important because they will tell us what the health of the real American economy is.

00:26Another fundamental fact is the publication of the American inflation,

00:30and this will give us some indications of the next moves of the Federal Reserve.

00:35In Europe, the discourse is a bit different.

00:37We are in a phase in which the inflation has dropped a lot,

00:40the ECB will probably cut the cuts in a more numerous way this year,

00:46and, above all, we see a euro that is weakening decisively compared to the dollar.

00:52This should also be taken into account for exports to that country.

00:57In Italy, extreme attention is paid to companies such as Telecom Italia, Brunello Cucinelli,

01:02and, of course, to the entire banking sector, which is experiencing a very important phase

01:07in which the possible extraordinary operations and the famous banking risk

01:11could really materialize and bring benefits also to its shareholders.

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