Punto di Borsa: settimana infuocata tra risiko bancario, lusso e DeepSeek

adnkronos

(Adnkronos) - Partenza in salita ma Piazza Affari ritrova la bussola. Sullo sfondo un vortice di eventi, da Washington a Bruxelles. Occhio al settore auto, l'analisi per l'Adnkronos di Gabriel Debach, analista di eToro (a cura di Andrea Persili)

Transcript

00:00Starting from the top, but the Italian side has found the compass, leaving behind the uncertainties of last week.

00:07On the background, a vortex of events, the effect of Psyc, the failure of Mediobanca after MPS, the new general plan,

00:14the lack of adhesion and good accounts of the luxury sector, precisely from its largest exponent, LVMH,

00:20with Italian luxury that nevertheless holds the absence, and in the turbulences of the car sector.

00:25In fact, in Brussels, the barrier was raised on the battle of taxes against Chinese cars,

00:30while the European Union recognizes the urgency to defend its share.

00:34And then the monetary policy, the FED puts the brake, the ABC presses on the accelerator with a new cut of 25 base points,

00:41while on the background, a data that makes you reflect,

00:44that is, the Italian pile is still for the second quarter in a row, while the unemployment goes up again.

00:50But let's come to the protagonists of Piazza Affari.

00:52Iveco steals the scene with a leap of over 8% drawn from the accounts of the Swedish Volvo,

00:58remembered by its continuous race, thus marking the sixth consecutive week of earnings.

01:03Who instead closes in trouble?

01:05STM, hit first by the downgrade of Barclays and then by the accounts.

01:102024 has in fact already been heavy, with a crawl in the stock market of 46%.

01:162025 starts in the worst possible way.

01:18In fact, we have not seen such a negative start to the year since 2009.

01:22Prismian is also bad, which takes into account the effect of PSIC and down to MPS and Mediobanca.

01:27Signals of strength from Utilities, Conera, Terna and Dalgas to drive up again.

01:32At the end of the race, Piazza Affari rises again and therefore looks ahead.

01:36Next week, the reflectors will all be focused on the quarterfinals, with Ferrari,

01:41but above all the banking sector ready to take the stage again.

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