Punto di Borsa: Wall Street stanca degli umori di Trump, Difesa regina d'Ue

adnkronos

(Adnkronos) - "Sul listino italiano - spiega all'Adnkronos l'analista finanziario Pietro Calì - occhio al settore del risparmio gestito, dei pagamenti elettronici e della valuta euro-dollaro" (a cura di Andrea Persili)

Transcript

00:00It seems that the enthusiasm for international markets is partially extinguished.

00:05Of course, Donald Trump's statements about the debt issue hold no ground,

00:10which could bring a little discomfort also on the numbers of real economy data

00:15and consequently lead to a potential recession.

00:18New York and Wall Street seem quite tired of the continuous changes of direction

00:23by the American president.

00:25In Europe, the real protagonist is the defense sector.

00:28In Italy, we have a Leonardo in great splendor,

00:31which has reached very high prices,

00:34but not only, there are other titles in Europe that hold the bank,

00:37such as Thalè in France and Rheinmetall in Germany.

00:40In Italy, we have a very important data,

00:43that of industrial production, which will be published in the Giammatte di Nardi.

00:47At the macroeconomic level, we must also keep an eye on the data on American inflation,

00:52which will be published on Wednesday,

00:56and which could influence the next policies of the Federal Reserve,

01:00obviously due to the possible cut in taxes.

01:03On the Italian list, we keep in mind the sector of managed savings,

01:08the sector of electronic payments with an annex,

01:12which seems quite volatile these days,

01:15and of course, let's not forget the currency, the euro-dollar exchange,

01:18which in recent days is having strong volatility,

01:21obviously because the issue of taxes could influence the course.

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