Punto di Borsa: settimana bollente tra dazi, risiko e valute sotto tensione

adnkronos

(Adnkronos) - L'analista Pietro Calì all'Adnkronos: "La mossa di Unicredit su Generali sposta gli equilibri nell'Assemblea del Leone. Tensioni macro? "Possibile parità euro-dollaro?". (a cura di Andrea Persili)

Transcript

00:00It is and will probably be a very volatile week on the international scene.

00:05Trump's promulgated dazzling effect could increase uncertainty,

00:11even if, as he wanted to prove, very often Trump changes his mind suddenly.

00:16So we could see days of great downturns, perhaps unjustified,

00:21which are then suddenly recovered by the change of position of the American president.

00:28All this can also throw uncertainty on Italian companies.

00:31This is an important week because there will be the publication of important banks,

00:36such as Intesa, Monte dei Paschi, Banca Popolare di Sondrio,

00:40and this will tell us what the health of the sector is.

00:43In this context, the game on generals continues.

00:46The acquisition of Unicredit could shift the weight in general assemblies

00:51and therefore also have an additional contractual power

00:54on the part of Orsell on the issue of the OPS on Banco BPM.

00:59Banco BPM is also a shareholder of 5% of Monte dei Paschi,

01:03so the game remains open.

01:05And beyond that, we are seeing strong movements on the stock market.

01:09The dollar has appreciated a lot

01:11and if Trump should continue with this severe policy of DAX,

01:16we could also see a dollar heading towards parity with the euro.

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