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00:05There is still the dispute over the referendum for the justice reform that is causing the parties to argue and become
00:14protagonist in the first headlines of the front pages of national newspapers.
00:19It happens that Minister Nordio asks for the names of the financiers of the no front and this is seen as a
00:28sort of expiration.
00:29However, we start from MF which deals with the Olympics with the takings for Milan halfway through the competition, yes
00:37They already estimate 2.5 billion in revenue from events where Italian athletes are excelling, the newspaper writes.
00:46Here is the referendum on the Corriere della Sera, a dispute over the funds is against the "no" vote, the newspaper writes, the ministry says that the
00:53'ANM must make public the list of financiers.
00:57For the Democratic Party it is a question of intimidation, the no front is listed in the Repubblica, in the press in the photo of the celebration
01:06for the centenary of Piero Gobetti,
01:07then, during the referendum, a new storm over Nordio arose, precisely the request for the names of the financiers.
01:14The messenger deals with the case of the child operated on with a heart that is no longer healthy and then the ministry to
01:23'ANM should provide the names of those who financed the no vote in the newspaper.
01:27The money in Gaza and the secret plots that would involve the Five Star Movement in supporting Palestinian guerrillas and terrorists
01:38Palestinians of Hamas.
01:39In the Sole 24 Ore the building reform with the amnesties that are now in the balance, they are the laws on housing
01:46by Salvini.
01:47While on the Financial Times the photo celebrating the start of the Lunar Captain, but then, be careful, Rubio who makes a
01:55endorsement for Orban who goes to the elections on April 12.
01:58These are elections that could fundamentally change the balance of power in Europe. We'll see shortly.
02:08We start from the facts of our house, in particular from those bills, the decree on electricity which is also
02:17this divides the country, the government against entrepreneurs, industrialists, energy-intensive companies, a bit everyone.
02:25Let's start with the Corriere, the challenge on bills, he calls it, bonus for low incomes and discount for businesses, but there is
02:31the Brussels knot, writes the newspaper of Via Solferino,
02:35because some rules, particularly those affecting ETS green certificates, could somehow be considered aid
02:44in debt to companies.
02:45What's inside? Well, for families, for some of the most vulnerable subjects, the ISE thresholds to obtain the
02:52one-off contribution, and then reduce the price of gas,
02:56cutting transport costs, this is one of the interventions, then the voluntary modification of subsidies for renewables and the
03:05Belaue's way to change the cost calculation criteria.
03:09According to the press, everyone is against the bill decree, the sector is doing badly on the stock exchange, the effects are also visible on the
03:17profits and on large producers,
03:19such as Enel, the majority summit confirms the examination of the measure tomorrow in the CDM, EU companies contest a
03:26ETS emissions standard,
03:28and even the League says no, the problem is that the League is strong in Lombardy, where in fact there is
03:34'it's a different agreement,
03:35so Repubblica, bills decree, lack of agreement, protests from leagues and producers, government summits in view of the CDM of
03:42Tomorrow,
03:42while the Minister of Energy and the Environment Picchetto guarantees 3 billion, but at the expense of hydroelectric and renewables.
03:49What's the point? Some of the measures implemented by the government would only serve to spread the situation over a short time horizon.
03:56longer,
03:57but also more expensive some of the costs, so you would see a reduction in the initial bill,
04:02but then in reality the costs for businesses would be greater.
04:07Manufacturing companies in revolt, the costs are still too high, as translated by Corriere della Sera,
04:13They account for 20%, a general reduction is needed.
04:18And then Repubblica goes to interview Giorgio Tomassetti, the number one of one of the distribution companies,
04:26Octopus Energy Italy, which makes renewables its flagship,
04:30He says that these government choices are weak, aid reaches only a few,
04:36but they are paid for by everyone's taxes.
04:39And for the newspaper, in the Bollette Decree, we arrive at the final comparisons,
04:43but now the line of that Lombard agreement is gaining ground, which could lead the way
04:48and reverse this clash.
04:51While we're on the subject of energy units,
04:54So let's also give some corporate news reported by the newspapers,
04:58this is the Corriere della Sera,
04:59with Erg seeking an ally on renewables.
05:05There is already a dialectic between Garrone and the Italian foundationist IFM for the group's structure,
05:10in the meantime, hypotheses of a possible partner emerge,
05:13they would be A2A and AXPO.
05:16And more on utilities from the MF and EF newspapers,
05:21the Frenchwoman who decides the fate of the Italian Edison.
05:24It is known that it will be necessary to decide whether to list part of it or sell a share,
05:30in short we will know in the next few days,
05:33since Edison is presenting its results shortly.
05:39And also issues concerning cross-border situations for companies,
05:45and above all any government interventions,
05:48Sinochem bond in the press, we are talking about Pirelli,
05:52and the Golden Power.
05:54These are the two hypotheses, according to the press,
05:57on which we are working with Chinese partners looking for a way out for Pirelli.
06:04We know the topic.
06:05Pirelli must sell its own smart tires with chips
06:09that collect data and driving habits in America,
06:15but they don't want all this data to reach the Chinese.
06:20For this reason, a solution is being studied.
06:22According to the press, the solution could be,
06:25We also told you about it in the news yesterday,
06:27a convertible bond with which the Chinese would go down,
06:31but only virtually, in the group's capital.
06:34And then MPS is looking for international profiles,
06:38writes the newspaper MF,
06:42for its board of directors.
06:45It has established the rules for identifying candidates for the new council
06:49in the sights of headhunters,
06:50professionals with experience abroad.
06:54And while we're at it, about the banks,
06:56The relationship with foreign countries is very interesting,
06:58Why will Europe see so many cross-border transactions in 2025?
07:02since the 2008 crisis,
07:04writes the newspaper MF,
07:07cross-border risk banks,
07:09for the Dealogic company,
07:11the value of deals in the European Union
07:14reached 17 billion.
07:17And companies don't just use capital
07:21to carry out extraordinary operations,
07:23but also to distribute rich dividends.
07:26In 2025, writes the messenger,
07:29rain of coupons up 5%,
07:31to 2.3 trillion.
07:33Vanguard, for the fifth consecutive year,
07:35record growth in global dividends.
07:39In Europe the increase was 10% per year,
07:41a further increase is expected in 2026
07:45in short, dividends.
07:48However, let's stay in Italy on the subject of government action,
07:52because it needs to be told,
07:53as we saw on the front page of the Sun,
07:56that on amnesty, commissions, commissioners, etc.,
08:01Salvini's 27 laws stuck at the Ministry of Economy and Finance.
08:04One of these concerns in particular that housing plan
08:07with the amnesty and the new building code
08:11which remains blocked for now.
08:14The internal dispute between Salvini and the League
08:17and the head of the treasury department,
08:21Giorgetti, in the photographs.
08:22And then how are we doing in terms of exports?
08:25Well, Italian exports are growing,
08:27MF writes 3.3%,
08:29643 billion for the press,
08:32but be careful, particular focus on wine,
08:35with the taxes,
08:35exports to the US are down 9%,
08:39while Il Sole 24 goes to hear them directly
08:42Matteo Zoppas,
08:43of the ICE, says exports are going towards 700 billion,
08:47which is the figure he set
08:49the Italian Foreign Minister for 2027
08:52and there is a strengthening of the support for businesses.
08:55All this brings us to international territory,
08:58especially in Switzerland,
08:59so the Republic, Geneva,
09:01welcomes Ukrainians and Russians.
09:02Today we will talk about the territories,
09:04we are talking about the territories both with regards to Ukraine,
09:08both as regards Gaza.
09:09Two different focus discussions are planned in the Swiss city.
09:13And so the Corriere della Sera,
09:15Ukraine, Geneva, new negotiations, Moscow,
09:17the territories will be discussed.
09:20But all this also brings us to what the press
09:22defines the discord board,
09:25it has become a case in Italy too,
09:26but not only that, it is the board of peace,
09:28is convened and established by Donald Trump,
09:31the rules do not match our Constitution,
09:35they are not compatible,
09:36and therefore Meloni must participate or not,
09:39the whole of Europe has basically said no,
09:41except in some special cases,
09:44and now there's a fight in Italy,
09:46whether to go or not.
09:48Blair presses the EU,
09:49the Commission will attend as an observer,
09:51but internal moods grow,
09:52Member States not involved.
09:55Thus the Corriere della Sera,
09:56peace board,
09:57a risk, the absence,
09:58government forward,
09:59no of the opposition.
10:01In short, the government is trying,
10:02he wants to go,
10:03he says that missing it risks making us jump,
10:07to keep us out of the reconstruction of Gaza,
10:11but the opposition is pushing,
10:13and so, according to the press,
10:14Meloni is isolated among the G7 leaders,
10:17and for the inauguration of the board of peace,
10:21is leaning towards saying no to the trip.
10:24Minister Tajani would go instead,
10:27who will go to Parliament to explain why,
10:30while the opposition,
10:31according to the Republic,
10:32he says off the board.
10:35And meanwhile Mertz,
10:37the German Chancellor,
10:38he has already given up on the mission,
10:40and now Meloni,
10:41which is forming an axis with Germany,
10:44we saw him a few weeks ago,
10:46would seem to align with Berlin,
10:47according to the Republic,
10:49and in Washington,
10:50will only send ministers,
10:51precisely,
10:52Tajani.
10:53And then,
10:53but what is the risk for Europe,
10:57and above all,
10:58What's happening in transatlantic relations?
11:00After the Munich conference,
11:02Rubio flew to Europe from Germany,
11:06especially in Budapest,
11:10where he somehow made an endorsement
11:13for Prime Minister Orban,
11:17strongly anti-European prime minister,
11:21a real thorn in the side of the European Union at the moment.
11:24And then,
11:25all this becomes an important case of international politics,
11:29why Hungary goes to the polls on April 12,
11:33and at the moment the opposition party Orban
11:35would be 10 points ahead,
11:39all this could change assets and orientations,
11:43America obviously supports anti-Europeanism,
11:47In the meantime, the Financial Times is also dealing with it,
11:49which says how Europe is trying to stay out
11:53from the match to avoid being accused of interference,
11:56but obviously underlines the importance of a change of vote in Hungary.
12:01And then all this has economic implications for Eurobonds and Kiev,
12:05writes the Corriere della Sera,
12:06we need to speed up, Rubio is not convincing,
12:09the words are Chibe's,
12:10of the former Commissioner for Monetary Affairs,
12:12of the former Italian Prime Minister,
12:13Paul Gentiloni,
12:15in this interview from the Via Solferino newspaper.
12:18Why does all this have an economic impact?
12:21What does the messenger call her?
12:22We are once again facing a new battle of the coins
12:26and there is an EU plan to increase the role of the euro.
12:30More common debt,
12:31writes the Republic,
12:34for a super euro.
12:35This would have been presented yesterday
12:37to the Eurogroup ministers
12:38as per the Commission's plan.
12:42And so speaks Dombrovsky on the messenger,
12:44the euro is a candidate for global currency,
12:4610 trillion euros stuck in EU deposits.
12:49Meanwhile we learn from the messenger
12:52provided that BTPs are securities
12:55which are increasingly going into foreign wallets,
12:58maybe because they don't go there,
13:00as the newspaper tells us,
13:02American titles.
13:03For example, China is accelerating
13:05the retreat from the T-Notes,
13:07according to data taken from Bloomberg,
13:09in fact they have dropped to the lowest levels
13:13since 2008,
13:14US government bonds in Beijing's hands.
13:17So how is the American economy doing?
13:19Well, according to Il Sole 24 Ore
13:21three cuts are expected from FEND,
13:23while bond yields are falling.
13:26And after months under pressure,
13:28US Treasuries in recent times
13:30they changed course,
13:31Ten-year rates have fallen to nearly 4%,
13:33Inflation fell to 2.4% in its wake,
13:36global yields down.
13:38He warns us,
13:39from the pages of the Financial Times,
13:41Boamed Eleriano,
13:42one of the economic commentators
13:45most listened to at the moment,
13:47but we don't have to look at it
13:48American employment data.
13:49Why?
13:50Because there is a beheading,
13:51a decoupling
13:52between growth and employment data,
13:54also due in large part
13:56to new AI models
13:58which make growth happen
14:00may exist even without growth
14:03of the labor market.
14:05We take care of it though,
14:07before saying goodbye,
14:08of Piazza Affari,
14:09where according to MF
14:10the defense is triumphing
14:13and with this climate it risks
14:15of not being able to be otherwise.
14:17But above all we greet you
14:18with the appointment
14:20Tech of the moment.
14:21And in India,
14:22where the focus is on AI,
14:25here from the pages
14:27of the daily newspaper
14:28of the Corriere della Sera,
14:29Modi meets in Delhi
14:31the world's tech giants,
14:32the plan for a hub
14:33for applications
14:34and new models.
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