Research: ultime pubblicazioni   

Le pubblicazioni presenti in questa sezione sono redatte e distribuite da Intesa Sanpaolo. Rappresentano ricerca in materia d’investimento. Il loro scopo è esclusivamente informativo. In particolare, esse non sono, né intendono costituire, né potranno essere interpretate, come un documento d’offerta di vendita o sottoscrizione di alcun tipo di strumento finanziario.

Le informazioni in merito al Research Department, alla sua organizzazione e alle disclosure regolamentari inerenti gli studi e le ricerche sono disponibili sul sito del Gruppo Intesa Sanpaolo.

La ricerca liberamente disponibile in questa sezione del sito è classificabile quale incentivo non monetario di minore entità ai sensi di quanto previsto dalla Direttiva Delegata 593/17 UE, in quanto: i) contiene analisi macroeconomiche (c.d. Macroeconomic Research) o è relativo a Fixed Income, Currencies and Commodities (c.d. FICC Research) ed è reso liberamente disponibile al pubblico indistinto - Q&A on Investor Protection topics - ESMA 35-43-349, Question 8 e 9; ii) materiale scritto da terzi commissionato e pagato da un emittente societario o da un emittente potenziale per promuovere una nuova emissione da parte della società, o quando l'impresa terza è contrattualmente impegnata e pagata dall'emittente per produrre tale materiale a titolo permanente, purché il rapporto sia chiaramente documentato nel materiale e al contempo il materiale sia messo a disposizione di qualsiasi impresa di investimento che desideri riceverlo o del pubblico in generale – Direttiva Delegata(EU) 2017/593 – Art. 12 comma 3b.

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10.11.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

10.11.2025 Commodities Commodity Flash

Commodity Flash

10.11.2025 Paesi Emergenti Economia

Mexico: 25bp cut in policy rate to 7.25%

10.11.2025 Paesi Emergenti Economia

Messico: taglio di 25pb del tasso di policy al 7,25%

10.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: October 2025 inflation

10.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione ottobre 2025

07.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

07.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

07.11.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

07.11.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

07.11.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

07.11.2025 Equity Company Reports

Generalfinance (BUY/New TP EUR 22.1) - Running well ahead of BP Targets

07.11.2025 Commodities Commodity Flash

Commodity Flash

07.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Foreign Trade, October 2025

07.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero, ottobre 2025

07.11.2025 Forex Forex

Forex Flash

07.11.2025 Forex Forex

Forex Flash

06.11.2025 Equity Company Reports

Elica (NEUTRAL from BUY/TP EUR 1.80) - A Growth Hunter on Still Rocky Terrain

06.11.2025 Macroeconomia e Congiuntura Focus

Focus Italy - The Italian Recovery Plan on the eve of its final revision

06.11.2025 Paesi Emergenti Economia

North Africa - Signs of recovery amid oil, tourism and geopolitical instability

06.11.2025 Paesi Emergenti Economia

Moldova: policy rate unchanged at 6.00% and reduction in reserve ratios

06.11.2025 Paesi Emergenti Economia

Moldova: policy rate invariato al 6,00% e riduzione coefficienti di riserve

06.11.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor- Short-term rates under the test of fundamentals

06.11.2025 Macroeconomia e Congiuntura Focus

Focus Italia - Il PNRR italiano alla vigilia dell’ultima revisione

06.11.2025 Paesi Emergenti Economia

Nord Africa - Segnali di ripresa tra petrolio, turismo e instabilità geopolitica

06.11.2025 Paesi Emergenti Economia

Brazil: Selic rate remains stable at 15%

06.11.2025 Paesi Emergenti Economia

Brasile: tasso Selic ancora stabile al 15%

06.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.11.2025 Commodities Commodity Flash

Commodity Flash

06.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: output rebounds partially in September

06.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: rimbalzo parziale per l’output a settembre

05.11.2025 Macroeconomia e Congiuntura Focus

Focus United States - Judicial halt to tariffs: heading to the Supreme Court

05.11.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Stop giudiziario alle tariffe: verso la Corte Suprema

05.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: RatingDog services PMI, October 2025

05.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi RatingDog, ottobre 2025

05.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.11.2025 Paesi Emergenti Economic and Banking Monitor

Economic and Banking Monitor - November 2025

04.11.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

04.11.2025 Equity Company Reports

SIT (BUY/New TP EUR 3.1) - Volumes and Execution to Remain Key

04.11.2025 Equity Company Reports

TraWell (BUY/New TP EUR 8.7) - 2025-29 Industrial Plan: Resilient Organic Growth

04.11.2025 Commodities Commodity Flash

Commodity Flash

04.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.11.2025 Commodities Commodity Flash

Commodity Flash

03.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: RatingDog manufacturing PMI, October 2025

03.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI manifatturiero RatingDog, ottobre 2025

31.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.10.2025 Forex Forex

Forex Flash

31.10.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

31.10.2025 Forex Forex

Forex Flash

31.10.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

31.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.10.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

31.10.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

31.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

31.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - IPCA area euro in linea con le attese, sorprende al ribasso l’Italia

31.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

31.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

31.10.2025 Commodities Commodity Flash

Commodity Flash

31.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: NBS PMIs October 2025

31.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMI NBS ottobre 2025

31.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.10.2025 Commodities Focus

Focus Commodity - Global commodities update - 30 10 2025

30.10.2025 Commodities Focus

Focus Commodity - Global commodities update - 30 10 2025

30.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Fed more divided and less dovish than expected

30.10.2025 Commodities Commodity Flash

Commodity Flash

30.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Fed più divisa e meno “dovish” del previsto

30.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: GDP rose by 0.2% q/q in Q3

30.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PIL in crescita di 0,2% t/t nel 3° trimestre

30.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

30.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

30.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.10.2025 Paesi Emergenti Economia

Chile: policy rate stable at 4.75%

29.10.2025 Paesi Emergenti Economia

Cile: tasso di policy stabile al 4,75%

29.10.2025 Equity Company Reports

Rosetti Marino No Rating - Strong 1H25 and Record Backlog

29.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Global rates in unchartered territory

29.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Spagna: crescita ancora robusta nel 3° trimestre

29.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Spain: GDP growth remained strong in Q3

28.10.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

28.10.2025 Equity Company Reports

Sogefi (NEUTRAL/New TP EUR 3.1) - 3Q Results Call for an Upgrade in Estimates even in Tough Markets

28.10.2025 Macroeconomia e Congiuntura Focus

Focus United States - FOMC regains unity, a further 25bps cut is expected

28.10.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Il FOMC si ricompatta, atteso un nuovo taglio da 25pb

28.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: morale improves among both businesses and households

28.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: migliora la fiducia sia delle imprese che delle famiglie

27.10.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - October 2025

27.10.2025 Paesi Emergenti Economia

Middle East - Improving economic Outlook

27.10.2025 Equity Company Reports

Pattern (BUY from NEUTRAL/New TP EUR 5.0) - Navigating a Complex 2025 with a Clear Strategic BP to 2028

27.10.2025 Equity Company Reports

TraWell (BUY/New TP EUR 9.0) - Resilient Margins Ahead of New Business Plan

27.10.2025 Paesi Emergenti Economia

Medio Oriente - Miglioramento delle prospettive economiche

27.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: migliora l’IFO ma la situazione corrente resta debole

27.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO up but the current situation remains weak

27.10.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

27.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.10.2025 Equity Company Reports

EdiliziAcrobatica (BUY/New TP EUR 7.8) - 1H25: Top Line Up, EBITDA Margin Recovery Expected

24.10.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

24.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.10.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

24.10.2025 Equity Company Reports

Leone Film Group (BUY/New TP EUR 2.0) - Unlocking Value Through Library’s Partial Sale

24.10.2025 Paesi Emergenti Economia

Russia: policy rate at 16.5% (-50bp). The CBR slows down monetary easing

24.10.2025 Paesi Emergenti Economia

Russia: policy rate al 16,5% (-50bp). La CBR rallenta l'allentamento monetario

24.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD and EUR rates: when everything is diverging

24.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD and EUR rates: when everything is diverging

24.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

24.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

24.10.2025 Forex Forex

Forex Flash

24.10.2025 Forex Forex

Forex Flash

24.10.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

24.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: services led the gains in October

24.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: i servizi trainano i PMI ad ottobre

24.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.10.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Ottobre 2025

23.10.2025 Paesi Emergenti Economia

Ukraine: policy rate unchanged at 15.5%

23.10.2025 Paesi Emergenti Economia

Ucraina: tasso di policy invariato al 15,5%

23.10.2025 Paesi Emergenti Economia

Turkey: policy rate at 39.5% (-100 bp). Monetary easing continues

23.10.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 39,5% (-100 bp). Prosegue l’allentamento monetario

23.10.2025 Equity Company Reports

Digital Value (No Rating) - Tender Offer by OEP Capital Advisors

23.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: the improvement in the INSEE climate should be interpreted with caution

23.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: un miglioramento della fiducia INSEE da leggere con cautela

23.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.10.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

21.10.2025 Reddito Fisso Interest Rate Strategy

IRS - Bonos: a core government bond among the peripherals

21.10.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

21.10.2025 Reddito Fisso Interest Rate Strategy

IRS - Bonos: un governativo core tra i periferici

21.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.10.2025 Equity Company Reports

Lucisano Media Group (BUY/New TP EUR 1.80) - Best First-Half Performance in Five Years

20.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: September 2025 data and Q3 GDP

20.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di settembre 2025 e PIL del 3° trimestre

20.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.10.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

17.10.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

17.10.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

17.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

17.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

17.10.2025 Forex Forex

Forex Flash

17.10.2025 Forex Forex

Forex Flash

17.10.2025 Commodities Commodity Flash

Commodity Flash

17.10.2025 Equity Company Reports

Smart Capital (BUY/New TP EUR 2.0) - NAV Grew in 1H25; New Resources for Investments from PTOs

17.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.10.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

16.10.2025 Commodities Commodity Flash

Commodity Flash

15.10.2025 Commodities Commodity Flash

Commodity Flash

15.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: September 2025 inflation

15.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione settembre 2025

15.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.10.2025 Commodities Commodity Flash

Commodity Flash

14.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.10.2025 Commodities Focus

Focus Commodity: Gold Sector - October 2025

13.10.2025 Equity Company Reports

First Capital (BUY/New TP EUR 30.4) - Ready for New Investments and Shareholders Remuneration

13.10.2025 Commodities Commodity Flash

Commodity Flash

13.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.10.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

10.10.2025 Paesi Emergenti Economia

Peru: policy rate stable at 4.25%

10.10.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

10.10.2025 Forex Forex

Forex Flash

10.10.2025 Paesi Emergenti Economia

Perù: tasso di policy stabile al 4,25%

10.10.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

10.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.10.2025 Commodities Focus

Focus Commodity: Settore Orafo - Ottobre 2025

10.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

10.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

10.10.2025 Commodities Commodity Flash

Commodity Flash

10.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: produzione industriale in calo più del previsto

10.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production pulls back in August

10.10.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

10.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.10.2025 Paesi Emergenti Banche e Mercati

CEE/SEE - Profitability still higher than in the EU

09.10.2025 Paesi Emergenti Economia

South Africa - Modest growth and subdued inflation

09.10.2025 Paesi Emergenti Economia

Ethiopia - The economic outlook is improving

09.10.2025 Paesi Emergenti Economia

Brazil - Signs of weakening economic activity

09.10.2025 Paesi Emergenti Economia

Sud Africa - Tiepida crescita e inflazione contenuta

09.10.2025 Paesi Emergenti Economia

Etiopia - Prospettive in miglioramento

09.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.10.2025 Paesi Emergenti Economia

BRICS+ - BRICS+ towards more selective and sustainable growth

08.10.2025 Paesi Emergenti Economia

Brasile - Segnali di indebolimento dell’attività economica

08.10.2025 Equity Company Reports

NewPrinces (BUY/New TP EUR 28.5) - A Lot Is Cooking

08.10.2025 Equity Company Reports

Irce (BUY/TP EUR 3.2) - Volumes’ Contraction and Softer-than-Expected 2H25E

08.10.2025 Equity Company Reports

Centrale del Latte d'Italia (BUY/New TP EUR 6.0) - 1H25 Results

08.10.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

08.10.2025 Paesi Emergenti Economia

Algeria - Positive outlook in the short term

08.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: crolla la produzione industriale in agosto

08.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production tumbles in August

08.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.10.2025 Equity Company Reports

Avio (BUY/New TP EUR 66.5) - The US Move De-risks the Business Model and Improves Visibility

07.10.2025 Paesi Emergenti Economia

Algeria - Prospettive positive nel breve termine

07.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - UST: will rising inflation push yields higher?

07.10.2025 Equity Company Reports

Mondadori (BUY/New TP EUR 2.7) - Overall Resilient Amid Demographic Headwinds

07.10.2025 Paesi Emergenti Economia

Indonesia - Protests and government reshuffle dent investor confidence

07.10.2025 Paesi Emergenti Economia

BRICS+ - BRICS+ verso una crescita più selettiva e sostenibile

07.10.2025 Paesi Emergenti Note

Albania, Croazia e Romania: scenario macroeconomico e focus su turismo ed energie rinnovabili

07.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - UST: l’aumento dell’inflazione farà risalire i rendimenti?

06.10.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

06.10.2025 Commodities Commodity Flash

Commodity Flash

06.10.2025 Equity Company Reports

Triboo (NEUTRAL from BUY/New TP EUR 0.48) - Focus on the New BP Execution

06.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

03.10.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

03.10.2025 Forex Forex

Forex Flash

03.10.2025 Forex Forex

Forex Flash

03.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

03.10.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

03.10.2025 Paesi Emergenti Economia

Indonesia - Proteste e rimpasto di governo ledono la fiducia degli investitori

03.10.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

03.10.2025 Commodities Commodity Flash

Commodity Flash

03.10.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

03.10.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

03.10.2025 Equity Company Reports

Grifal (BUY/New TP EUR 1.70) - Soft 1H25; Outlook Revisited

03.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.10.2025 Paesi Emergenti Economia

Egypt: Policy rate at 22.0% (-100 bp), monetary easing continues

03.10.2025 Paesi Emergenti Economia

Egitto: Policy rate al 22,0% (-100 bp), prosegue l’allentamento monetario

02.10.2025 Commodities Commodity Flash

Commodity Flash

02.10.2025 Equity Company Reports

Cellularline (BUY/New TP EUR 4.1) - Soft Revenues in 2Q; Guidance Revised Downwards

02.10.2025 Equity Company Reports

Next Geosolutions Europe (BUY/New TP EUR 15.3) - 1H25: Solid Foundations Underlying Profitable Growth

02.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - QT Fed: close to ample reserves

02.10.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - QT Fed: vicini a un livello di riserve ampie

01.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - India: RBI opens the door to further easing

01.10.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - India: la RBI apre la porta ad un ulteriore allentamento

01.10.2025 Equity Company Reports

Tecno (BUY/TP EUR 5.1) - Solid Revenue Growth, Guidance Reiterated

01.10.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.09.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

30.09.2025 Commodities Commodity Flash

Commodity Flash

30.09.2025 Equity Company Reports

Sicily By Car (BUY/TP EUR 6.1) - Strategy Is Paying off

30.09.2025 Paesi Emergenti Economia

Turkey - Downside risks and slow disinflation

30.09.2025 Equity Company Reports

ErreDue (BUY/New TP EUR 9.6) - Soft Outlook Pushes Recovery to 2026

30.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: September 2025 PMI indices

30.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMI settembre 2025

30.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.09.2025 Paesi Emergenti Economia

Turchia - Rischi al ribasso e lenta disinflazione

29.09.2025 Commodities Commodity Flash

Commodity Flash

29.09.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

29.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.09.2025 Forex Forex

Forex Flash

26.09.2025 Forex Forex

Forex Flash

26.09.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

26.09.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

26.09.2025 Equity Company Reports

Recupero Etico Sostenibile (BUY/New TP EUR 12.1) - Revenue Growth Offset by Cost Inflation. Strategic Capex Confirmed

26.09.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

26.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

26.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

26.09.2025 Equity Company Reports

Aeffe (NEUTRAL/New TP EUR 0.51) - Working on a Business Plan to Restore Equilibrium

26.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

26.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

26.09.2025 Paesi Emergenti Banche e Mercati

CEE Countries - Banking aggregates above expectations

26.09.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor - JPY and GBP short-term rates: opposite paths

26.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: fiducia delle imprese poco variata a settembre

26.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: business confidence little changed in September

26.09.2025 Paesi Emergenti Economia

Mexico: 25bp cut in policy rate to 7.50%

26.09.2025 Paesi Emergenti Economia

Messico: taglio di 25pb del tasso di policy al 7,50%

26.09.2025 Commodities Commodity Flash

Commodity Flash

26.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.09.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - September 2025

25.09.2025 Paesi Emergenti Economia

India - Surprises continue

25.09.2025 Paesi Emergenti Economia

India - Le sorprese continuano

25.09.2025 Paesi Emergenti Economia

China - Statistical aid does not eliminate signs of weakening

25.09.2025 Paesi Emergenti Economia

Cina - L’aiuto statistico non elimina i segnali di indebolimento

25.09.2025 Commodities Commodity Flash

Commodity Flash

25.09.2025 Commodities Focus

Focus Commodity - Commodity Quarterly Outlook - September 2025

25.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.09.2025 Equity Company Reports

Altea Green Power (BUY/New TP EUR 11.9) - Slowdown in Italian BESS Prompts 2025 Guidance Revision

24.09.2025 Commodities Focus

Focus Commodity - Scenario commodity trimestrale - Settembre 2025

24.09.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - September 2025

24.09.2025 Commodities Commodity Flash

Commodity Flash

24.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: l’IFO invita alla cautela

24.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO calls for caution

24.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.09.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

23.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: the small increase in September is not consistent with a reacceleration

23.09.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Settembre 2025

23.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro compatibili con un ciclo ancora tiepido

23.09.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Amid increasing risks

23.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.09.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Settembre 2025

22.09.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

22.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.09.2025 Forex Forex

Forex Flash

22.09.2025 Forex Forex

Forex Flash

19.09.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Ultra-long euro rates and the process of invaren

19.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.09.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

19.09.2025 Paesi Emergenti Economia

South Africa: repo rate unchanged at 7.0%

19.09.2025 Paesi Emergenti Economia

Sud Africa: tasso repo fermo al 7,0%

19.09.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

19.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

19.09.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

19.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

19.09.2025 Paesi Emergenti Economia

Russia - Expected economic slowdown and slight decline in inflation

19.09.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - I tassi euro ultra-lunghi e il processo di "invaren”

19.09.2025 Paesi Emergenti Economic and Banking Outlook

Economic and Banking Outlook - September 2025

19.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.09.2025 Paesi Emergenti Economia

Russia - Atteso rallentamento dell’economia e lieve calo dell’inflazione

18.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: 25bp cut as expected, future path is more accommodative

18.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: taglio da 25pb come previsto, il sentiero futuro è più accomodante

18.09.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor - USD short-term rates and the dual mandate dilemma

18.09.2025 Paesi Emergenti Economia

Brazil: Selic rate stable at 15%

18.09.2025 Paesi Emergenti Economia

Brasile: tasso Selic invariato al 15%

18.09.2025 Paesi Emergenti Economia

Moldova: policy rate at 6.00% (-25 bps), monetary easing continues

18.09.2025 Paesi Emergenti Economia

Moldova: policy rate al 6,00% (-25 bps), continua l’allentamento monetario

18.09.2025 Paesi Emergenti Economia

Vietnam: prospects and risks

18.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.09.2025 Equity Company Reports

Eurotech (NEUTRAL/New TP EUR 1.00) - Order Intake Continued to Improve, 2H25 Should Generate Cash

17.09.2025 Equity Company Reports

Moltiply Group (BUY/New TP EUR 57.3) - Strong Organic Growth in 1H25, Acquisition Upside Ahead

17.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.09.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

16.09.2025 Macroeconomia e Congiuntura Focus

Focus United States - Fed: 25bp cut expected, dissent cannot be ruled out

16.09.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed: atteso un taglio da 25pb, non si escludono dissensi

16.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.09.2025 Equity Company Reports

Equita Group (NEUTRAL/New TP EUR 5.2) - 2H Positive Outlook Confirmed after Strong Half-Year Results

15.09.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

15.09.2025 Commodities Commodity Flash

Commodity Flash

15.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: August 2025 data

15.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati agosto 2025

15.09.2025 Equity Company Reports

LU-VE (BUY from NEUTRAL/New TP EUR 38.0) - Volumes and Prices Back a Return to Revenues Growth in 2Q25

15.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.09.2025 Forex Forex

Forex Flash

15.09.2025 Forex Forex

Forex Flash

12.09.2025 Commodities Focus

Focus Commodity Trimestrale

12.09.2025 Commodities Focus

Focus Commodity Trimestrale

12.09.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

12.09.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

12.09.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

12.09.2025 Paesi Emergenti Economia

Russia: CBR slows monetary easing, but cuts will continue until 2026

12.09.2025 Paesi Emergenti Economia

Russia: la CBR rallenta l'allentamento monetario, ma i tagli continueranno fino al 2026

12.09.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor - EUR short-term rates: what to expect when you’re expecting

12.09.2025 Paesi Emergenti Economia

Peru: 25bp cut in policy rate to 4.25%

12.09.2025 Paesi Emergenti Economia

Perù: taglio di 25pb del tasso di policy al 4,25%

12.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

12.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

12.09.2025 Commodities Commodity Flash

Commodity Flash

12.09.2025 Paesi Emergenti Economia

CEE/SEE: highly segmented capital markets

12.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

12.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

12.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.09.2025 Equity Company Reports

Aeroporto di Bologna (NEUTRAL/New TP EUR 9.4) - Stronger Traffic Growth and Solid 1H25 Drives EPS up LSD

11.09.2025 Equity Company Reports

Esprinet (BUY/New TP EUR 6.7) - Robust 2Q; Management Targets Upper End of Guidance Range

11.09.2025 Paesi Emergenti Economia

Ukraine: policy rate unchanged at 15.5%

11.09.2025 Paesi Emergenti Economia

Ucraina: tasso di policy invariato al 15,5%

11.09.2025 Paesi Emergenti Economia

Turkey: policy rate at 40.50% (-2.5 pp). Monetary easing continues

11.09.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 40,50% (-2,5 pp). Prosegue l’allentamento monetario

11.09.2025 Equity Company Reports

SeSa (BUY/TP EUR 129.1) - A Positive Start to the Year; in Line with Estimates

11.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.09.2025 Equity Company Reports

Orsero (BUY/New TP EUR 26.0) - Strong Results Drive Upgraded FY25 Guidance

10.09.2025 Paesi Emergenti Economia

Chile: policy rate stable at 4.75%

10.09.2025 Paesi Emergenti Economia

Cile: tasso di policy stabile al 4,75%

10.09.2025 Commodities Commodity Flash

Commodity Flash

10.09.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

10.09.2025 Equity Company Reports

Sanlorenzo (BUY/New TP EUR 46.7) - Solid 1H25 Results and Guidance Confirmed

10.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: il peggio è passato per l’industria?

10.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: the worst is over for industry?

10.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The resilience of the euro area economy will keep the ECB on hold

10.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - La resilienza dell’economia aiuta la BCE

10.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation August 2025

10.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione agosto 2025

09.09.2025 Equity Company Reports

SECO (BUY/TP EUR 3.7) - Solid 2Q and Business Momentum

09.09.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

09.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: déjà vu?

09.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: déjà vu?

09.09.2025 Commodities Commodity Flash

Commodity Flash

09.09.2025 Paesi Emergenti Economia

Egypt - Robust growth, significant downside risks

09.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.09.2025 Reddito Fisso Interest Rate Strategy

IRS - Bund swap spread: fiscal expansion 2.0

08.09.2025 Paesi Emergenti Economia

Egitto - Rischi significativi orientati al ribasso

08.09.2025 Equity Company Reports

SIT (BUY/New TP EUR 2.1) - Initial Evidence of Turnaround Effectiveness

08.09.2025 Commodities Commodity Flash

Commodity Flash

08.09.2025 Reddito Fisso Interest Rate Strategy

IRS - Bund swap spread: espansione fiscale 2.0

08.09.2025 Commodities Focus

Focus Commodity - Metalli preziosi - settembre 2025

08.09.2025 Commodities Focus

Focus Commodity Trimestrale

08.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: produzione industriale in rialzo a luglio ma è la revisione di giugno a sorprendere

08.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial output rebounds in July but is the revision to the June figures that comes as a surprise

08.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade August 2025

08.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero agosto 2025

08.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.09.2025 Equity Company Reports

doValue (BUY/New TP EUR 3.4) - Expansion, Diversification and Stronger Growth Outlook with Coeo

05.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

05.09.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

05.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

05.09.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

05.09.2025 Reddito Fisso Fixed Income Analytics

Spanish Government Issuance - 5 September 2025

05.09.2025 Reddito Fisso Fixed Income Analytics

Italian Government Issuance - 5 September 2025

05.09.2025 Reddito Fisso Fixed Income Analytics

Euro Area Government Issuance - 5 September 2025

05.09.2025 Paesi Emergenti Banche e Mercati

CEE/SEE: mercati dei capitali molto segmentati

05.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.09.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - OATs face a confidence vote

04.09.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - OAT alla prova del voto di fiducia

04.09.2025 Commodities Commodity Flash

Commodity Flash

04.09.2025 Paesi Emergenti Banche e Mercati

SEE Countries - Uncertainty increasing

04.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.09.2025 Equity Company Reports

Generalfinance (BUY/New TP EUR 20.7) - Robust 1H25 Performance amid Positive Market Dynamics

03.09.2025 Paesi Emergenti Economia

Poland: policy rate drops to 4.75%

03.09.2025 Paesi Emergenti Economia

Polonia: il tasso di policy scende al 4,75%

03.09.2025 Commodities Commodity Flash

Commodity Flash

03.09.2025 Paesi Emergenti Economia

Vietnam: prospettive e rischi

03.09.2025 Paesi Emergenti Banche e Mercati

Better lending and deposits to June in the CEE area

03.09.2025 Paesi Emergenti Economia

Iran - Increased risks in a highly uncertain environment

03.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: RatingDog Services PMI - August 2025

03.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi RatingDog - agosto 2025

03.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation up by a tenth to 2.1%

02.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione Eurozona in aumento di un decimo al 2,1%

02.09.2025 Commodities Commodity Flash

Commodity Flash

02.09.2025 Paesi Emergenti Economia

Iran: - Aumento dei rischi in un contesto molto incerto

02.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.09.2025 Commodities Commodity Flash

Commodity Flash

01.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: S&Ps Manufacturing PMI and NBS PMI Aug 2025

01.09.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.09.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI manifatturiero S&Ps e PMI NBS agosto 2025

29.08.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

29.08.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

29.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

29.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

29.08.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

29.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: August inflation figures lower than expected

29.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: inferiori alle attese i dati sull’inflazione ad agosto

29.08.2025 Commodities Commodity Flash

Commodity Flash

29.08.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

29.08.2025 Paesi Emergenti Economia

Egypt: Policy rate at 23.0% (-200 bp), monetary easing continues

29.08.2025 Paesi Emergenti Economia

Egitto: Policy rate al 23,0% (-200 bp), prosegue l’allentamento monetario

29.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: ESI confidence slightly down in August

28.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: fiducia ESI in lieve calo ad agosto

28.08.2025 Commodities Commodity Flash

Commodity Flash

28.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: confidence down in August (except in services)

28.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: fiducia in calo ad agosto (tranne che nei servizi)

28.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.08.2025 Equity Company Reports

Banca Sistema (NEUTRAL/New TP EUR 1.94) - Revenue Slows in 2Q, Capital Ratios Improve, CF+ Launches PTO

27.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.08.2025 Paesi Emergenti Economia

Hungary: Policy rate still at 6.50%

26.08.2025 Paesi Emergenti Economia

Ungheria: tasso di policy ancora fermo al 6,50%

26.08.2025 Equity Company Reports

Cementir Holding (BUY/New TP EUR 16.6) - Well Placed in the Current Uncertain Environment

26.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.08.2025 Equity Company Reports

Tecno (BUY/TP EUR 5.1) - Initiation of Coverage: Empowering the Twin Transition

25.08.2025 Paesi Emergenti Economia

UAE: non-oil GDP still strong despite slowdown

25.08.2025 Equity Company Reports

illimity (NEUTRAL/New TP EUR 4.1) - Jumbo Loss Confirmed, Awaiting the Delisting

25.08.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

25.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: IFO in rialzo per il sesto mese

25.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO on a 6-month uptrend

25.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.08.2025 Paesi Emergenti Economia

EAU - PIL non petrolifero ancora sostenuto seppur in rallentamento

22.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

22.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

21.08.2025 Paesi Emergenti Economia

Inflation in the CEE area

21.08.2025 Paesi Emergenti Economia

Inflazione nell’area CEE - Inflazione armonizzata area CEE e sue componenti

21.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.08.2025 Equity Company Reports

FNM (BUY/New TP EUR 0.69) - Solid 2Q Results; Refinancing Extends Debt Maturity

20.08.2025 Paesi Emergenti Economia

CEE countries - Macroeconomic and sectoral dynamics

20.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.08.2025 Equity Company Reports

Iniziative Bresciane (BUY/New TP EUR 17.1) - Revenue and Production Decline amidst Adverse Weather Patterns

19.08.2025 Paesi Emergenti Economia

Paesi CEE: dinamica macroeconomica e settoriale

19.08.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EU bonds: an important opportunity for a paradigm shift in Europe

19.08.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Obbligazioni EU: un’opportunità importante per un cambio di paradigma per l’Europa

12.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.08.2025 Equity Company Reports

REVO Insurance (BUY/New TP EUR 18.0) - 2Q/1H25 Results: Good Starting Point for New Business Plan

11.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.08.2025 Paesi Emergenti Economia

Czech Republic: Policy rate remains at 3.50%

08.08.2025 Paesi Emergenti Economia

Repubblica Ceca: tasso di policy sermo al 3,50%

08.08.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Waiting for inflation

08.08.2025 Paesi Emergenti Economia

Mexico: 25bp cut in policy rate to 7.75%

08.08.2025 Paesi Emergenti Economia

Messico: taglio di 25pb del tasso di policy al 7,75%

08.08.2025 Paesi Emergenti Economia

Caucasus and Central Asian countries: economic activity set to slow down

08.08.2025 Paesi Emergenti Economia

Serbia: policy rate stable at 5.75%

08.08.2025 Paesi Emergenti Economia

Serbia: tasso di policy fermo al 5,75%

08.08.2025 Paesi Emergenti Economia

Paesi del Caucaso e dell'Asia Centrale: l'attività economica è destinata a rallentare

08.08.2025 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 14.2) - Improving Conditions Seen in 2H25, YE Cash Generation Confirmed

08.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

08.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

08.08.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

08.08.2025 Reddito Fisso Fixed Income Analytics

Euro Area Government Issuance

08.08.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

08.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.08.2025 Equity Company Reports

IGD (BUY/New TP EUR 3.6) - Solid 2Q25 Leading to Slight Revision in FFO FY25 Guidance

07.08.2025 Paesi Emergenti Economia

Moldova: policy rate at 6.25% (-25 bps). The restrictive monetary policy cycle has come to an end

07.08.2025 Paesi Emergenti Economia

Moldova: policy rate al 6,25% (-25 bps). Il ciclo restrittivo della politica monetaria è giunto al termine

07.08.2025 Equity Company Reports

MARR (BUY/TP EUR 14.3) - Top-Line Growth at Low Single Digit, EBITDA Affected by Costs for Activation of Lombardia and Lazio Centres

07.08.2025 Equity Company Reports

Fine Foods & Pharmaceuticals N.T.M. (BUY/New TP EUR 12.2) - Resilient Business Model Reflected in 1H25 Results

07.08.2025 Equity Company Reports

EuroGroup Laminations (No Rating) - A Turbulent 2Q. Guidance Revision Calls for Further Estimates Cut

07.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.08.2025 Equity Company Reports

Datalogic (BUY/New TP EUR 6.4) - A Slowdown in Cycle Recovery

06.08.2025 Equity Company Reports

Growens (NEUTRAL/New TP EUR 4.4) - Focus on Beefree’s Growth

06.08.2025 Equity Company Reports

d'Amico International Shipping (BUY/New TP EUR 5.3) - Another Profitable Quarter, Visibility on Positive 3Q

06.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.08.2025 Equity Company Reports

Elica (BUY/TP EUR 1.80) - Organic Growth Confirmed, Cooking Portfolio Enlarged with Steel

05.08.2025 Equity Company Reports

Ascopiave (NEUTRAL/New TP EUR 3.5) - Solid 1H Delivery, More M&A to Come?

05.08.2025 Equity Company Reports

Biesse (NEUTRAL/TP EUR 8.1) - Cycle at (or Close to) the Bottom: Biesse More Efficient to Catch Industry Recovery

05.08.2025 Paesi Emergenti Note

US tariffs, expected impact on IBD countries: macro-sector analysis

05.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.08.2025 Equity Company Reports

Wiit (BUY/New TP EUR 26.2) - Accelerating Profitability Growth and Margin Expansion

04.08.2025 Paesi Emergenti Note

Dazi USA, impatto atteso sui paesi IBD: analisi macro-settoriale

04.08.2025 Equity Company Reports

NewPrinces (BUY/New TP EUR 26.0) - Gaining Leadership and Synergies in Specialised Nutrition

04.08.2025 Paesi Emergenti Economia

North Africa - Improving but uncertain outlook for 2025 and 2026

04.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.08.2025 Equity Company Reports

Banca IFIS (BUY/TP EUR 25.5) - 2Q25 Results above Expectations and Kitchen Sinking in ILTY

01.08.2025 Paesi Emergenti Economia

Nord Africa - Prospettive in miglioramento ma incerte per il 2025 e il 2026

01.08.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

01.08.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

01.08.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

01.08.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

01.08.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - Fiscal consolidation under pressure? The outlook for Italy, Germany, France and Spain

01.08.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - Consolidamento fiscale sotto pressione? Le prospettive per Italia, Germania, Francia e Spagna

01.08.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

01.08.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EGB issuance: 2025 update and 2026 outlook

01.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

01.08.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

01.08.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Emissioni EGB: update 2025 e previsioni 2026

01.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione Eurozona stabile al 2% a luglio

01.08.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation stable at 2% in July

01.08.2025 Commodities Commodity Flash

Commodity Flash

01.08.2025 Paesi Emergenti Economia

South Africa: 25bp cut in the repo rate to 7.0%

01.08.2025 Paesi Emergenti Economia

Sud Africa: taglio di 25pb del tasso repo al 7,0%

01.08.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.08.2025 Equity Company Reports

Tinexta (NEUTRAL from BUY/New TP EUR 15.5) - Solid Results; Awaiting News on Potential Delisting

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Fed ancora in standby, il Comitato si divide

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Fed still on standby, Committee divided

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Fed ancora in standby, il Comitato si divide

31.07.2025 Paesi Emergenti Economia

Brazil: Selic rate stable at 15%, prolonged pause

31.07.2025 Paesi Emergenti Economia

Brasile: tasso Selic stabile al 15%, pausa prolungata

31.07.2025 Commodities Commodity Flash

Commodity Flash

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: poco variata l’inflazione a luglio

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: inflation little changed in July

31.07.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

31.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: NBS PMI July 2025

31.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI NBS luglio 2025

30.07.2025 Equity Company Reports

Franchi Umberto Marmi (BUY/New TP EUR 8.4) - FY25E Seen as Transitional Year Following Soft 1H25 Sales

30.07.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

30.07.2025 Paesi Emergenti Economia

Chile: monetary easing resumes

30.07.2025 Paesi Emergenti Economia

Cile: riprende l’allentamento monetario

30.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: GDP slowing down in Q2

30.07.2025 Commodities Commodity Flash

Commodity Flash

30.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: rallenta il PIL nel 2° trimestre

30.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PIL italiano in calo, affossato da industria ed export

30.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italian GDP down, due to industry and exports

30.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.07.2025 Equity Company Reports

Next Geosolutions Europe (BUY/New TP EUR 14.4) - NextGeo and RANA: the Perfect Fit

29.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US-EU agreement: protectionism and propaganda

29.07.2025 Paesi Emergenti Economia

China - Fight against involutionary competition

29.07.2025 Macroeconomia e Congiuntura Focus

Focus United States - Fed on standby, internal divisions increase

29.07.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed in stand-by, aumentano le divisioni interne

29.07.2025 Equity Company Reports

Sogefi (NEUTRAL/New TP EUR 2.6) - A Solid Execution Providing Comfort in the Current Scenario

29.07.2025 Commodities Commodity Flash

Commodity Flash

29.07.2025 Equity Company Reports

Zignago Vetro (NEUTRAL/New TP EUR 9.3) - A Still Weak Scenario: Focus on Improving Margins & Cash Generation

29.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.07.2025 Reddito Fisso Interest Rate Strategy

IRS - Green Bond Brief - Eurozone green government bonds face new headwinds

28.07.2025 Paesi Emergenti Economia

Cina: Lotta alla concorrenza “involutiva”

28.07.2025 Paesi Emergenti Economia

Turkey - Slow disinflation and modest medium-term outlook

28.07.2025 Reddito Fisso Interest Rate Strategy

IRS - Green Bond Brief - Governativi green Eurozona al test di nuovi venti contrari

28.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.07.2025 Paesi Emergenti Economia

Turchia - Disinflazione lenta e prospettive a medio termine modeste

25.07.2025 Paesi Emergenti Economia

Russia: policy rate at 18.0% (-2 pp) but monetary policy to remain restrictive for a long time

25.07.2025 Paesi Emergenti Economia

Russia: tasso di policy al 18,0% (-2 pp) ma la politica monetaria rimarrà restrittiva a lungo

25.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

25.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

25.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

25.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

25.07.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

25.07.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

25.07.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

25.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO improves, but growth remains anaemic

25.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: migliora l’IFO, ma crescita anemica

25.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: household confidence recovers, business morale corrects

25.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: in recupero la fiducia delle famiglie, corregge quella delle imprese

25.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.07.2025 Paesi Emergenti Economia

Ukraine: policy rate unchanged at 15.5%

24.07.2025 Paesi Emergenti Economia

Ucraina: tasso di policy invariato al 15,5%

24.07.2025 Paesi Emergenti Economia

Turkey: policy rate at 43% (-3.0 pp)

24.07.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 43% (-3,0 pp)

24.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: miglioramento in linea con le attese

24.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: no big surprises

24.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.07.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - July 2025

23.07.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

23.07.2025 Paesi Emergenti Economia

Nigeria: policy rate stable at 27.5%

23.07.2025 Paesi Emergenti Economia

Nigeria: tasso di policy invariato al 27,5%

23.07.2025 Paesi Emergenti Economia

Brazil - Resilient growth, but signs of moderation

23.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.07.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

22.07.2025 Paesi Emergenti Economia

Brasile: crescita resiliente ma con segnali di moderazione

22.07.2025 Commodities Commodity Flash

Commodity Flash

22.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.07.2025 Commodities Commodity Flash

Commodity Flash

21.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

18.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

18.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

18.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

18.07.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

18.07.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

18.07.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

18.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.07.2025 Equity Company Reports

SeSa (BUY/New TP EUR 129.1) - A Transitional Year

17.07.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

17.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.07.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts- Towards steeper curves

15.07.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

15.07.2025 Reddito Fisso Fixed Income Analytics

ECB QT - 2025 Update

15.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - 'Reciprocal' tariffs v2: what are the effects?

15.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Dazi ‘reciproci’ stagione 2: quali effetti?

15.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: June 2025 data and second quarter GDP

15.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di giugno 2025 e PIL del 2° trimestre

15.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.07.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

14.07.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

14.07.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

14.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade in June 2025

14.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero giugno 2025

14.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.07.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

11.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

11.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

11.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

11.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

11.07.2025 Equity Company Reports

Seri Industrial (NEUTRAL/New TP EUR 4.1) - Much on the Table, but Visibility Remains Limited

11.07.2025 Paesi Emergenti Economia

Peru: policy rate stable at 4.5%

11.07.2025 Paesi Emergenti Economia

Perù: tasso di policy stabile al 4,5%

11.07.2025 Commodities Commodity Flash

Commodity Flash

11.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.07.2025 Paesi Emergenti Economia

Croatian tourism at the crossroad

10.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: corregge la produzione industriale a maggio

10.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production back down in May

10.07.2025 Commodities Commodity Flash

Commodity Flash

10.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.07.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

09.07.2025 Commodities Commodity Flash

Commodity Flash

09.07.2025 Paesi Emergenti Economia

South Africa - Weak economic growth

09.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation June 2025

09.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione giugno 2025

08.07.2025 Paesi Emergenti Economia

Sud Africa - Debole crescita economica

08.07.2025 Commodities Commodity Flash

Commodity Flash

08.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.07.2025 Commodities Commodity Flash

Commodity Flash

07.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: rimbalza la produzione industriale a maggio

07.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production rebounds in May

04.07.2025 Macroeconomia e Congiuntura Focus

Focus Spain - The Iberian variant: a comparison between the economic performance of Italy and Spain

04.07.2025 Macroeconomia e Congiuntura Focus

Focus Spagna - La variante iberica: un confronto tra la performance economica di Italia e Spagna

04.07.2025 Forex Forex

Forex Flash

04.07.2025 Forex Forex

Forex Flash

04.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

04.07.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

04.07.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

04.07.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

04.07.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

04.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

04.07.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

04.07.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor - USD rates : navigating uncertainty and policy shifts

04.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: produzione industriale ancora in calo

04.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: industrial production declines further

04.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.07.2025 Paesi Emergenti Economia

Indonesia - The geopolitical context makes the economic outlook more precarious

03.07.2025 Paesi Emergenti Economia

Indonesia - Il contesto geopolitico rende più precario il quadro economico

03.07.2025 Paesi Emergenti Economia

BRICS+ - Selective expansion amid global frictions and divergent growth trajectories

03.07.2025 Paesi Emergenti Economia

Ethiopia - Structural economic reforms are ongoing

03.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin services PMI June 2025

03.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi Caixin giugno 2025

03.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.07.2025 Forex Forex

Forex Flash

02.07.2025 Forex Forex

Forex Flash

02.07.2025 Commodities Focus

Focus Commodity - Gold Sector - July 2025

02.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.07.2025 Paesi Emergenti Economia

Etiopia - Proseguono le riforme economiche strutturali

01.07.2025 Paesi Emergenti Economia

BRICS+ - Espansione selettiva tra frizioni globali e traiettorie di crescita divergenti

01.07.2025 Commodities Focus

Focus Commodity - Settore Orafo - Luglio 2025

01.07.2025 Forex Forex

Forex Flash

01.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione Eurozona al 2% a giugno

01.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation at 2% in June

01.07.2025 Forex Forex

Forex Flash

01.07.2025 Commodities Commodity Flash

Commodity Flash

01.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin manufacturing PMI and NBS PMI June 2025

01.07.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI manifatturiero Caixin e PMI NBS giugno 2025

01.07.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.06.2025 Paesi Emergenti Economia

Qatar - Climate Scenario

30.06.2025 Paesi Emergenti Economia

Qatar - Climate Scenario

30.06.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

30.06.2025 Paesi Emergenti Economia

Russia - Expected economic slowdown, rouble depreciation, and falling inflation

30.06.2025 Forex Forex

Forex Flash

30.06.2025 Forex Forex

Forex Flash

30.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: poco variata l’inflazione a giugno

30.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: inflation little changed in June

30.06.2025 Commodities Commodity Flash

Commodity Flash

30.06.2025 Reddito Fisso Interest Rate Strategy

IRS - The EUR/USD basis swap heading into positive territory

27.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.06.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

27.06.2025 Paesi Emergenti Banche e Mercati

SEE - Banking aggregates decelerated in April

27.06.2025 Paesi Emergenti Banche e Mercati

CEE Countries - Mixed results in April

27.06.2025 Forex Forex

Forex Flash

27.06.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

27.06.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

27.06.2025 Forex Forex

Forex Flash

27.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendari dei dati macroeconomici e degli eventi

27.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

27.06.2025 Paesi Emergenti Economia

Mexico: 50bps cut in the policy rate to 8.0%

27.06.2025 Paesi Emergenti Economia

Messico: taglio di 50pb del tasso di policy all’8,0%

27.06.2025 Paesi Emergenti Economia

Russia - Rallentamento dell’economia, deprezzamento del rublo e inflazione in calo

27.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: ESI survey calls for caution

27.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: l’indagine ESI invita alla cautela

27.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: corregge la fiducia delle famiglie, migliora quella delle imprese

27.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: household confidence corrects, business morale improves

27.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.06.2025 Paesi Emergenti Economia

Czech Republic: Policy rate remains at 3.50%

26.06.2025 Paesi Emergenti Economia

Repubblica Ceca: tasso di policy fermo al 3,50%

26.06.2025 Paesi Emergenti Economia

Hungary: Policy rate still at 6.50%

26.06.2025 Paesi Emergenti Economia

Ungheria: tasso di policy ancora fermo al 6,50%

26.06.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Rate scenario in a context of new equilibria

26.06.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Scenario tassi in un contesto di nuovi equilibri

26.06.2025 Forex Forex

Forex Flash

26.06.2025 Forex Forex

Forex Flash

26.06.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - June 2025

26.06.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - June 2025

26.06.2025 Reddito Fisso Interest Rate Strategy

IRS - EUR/USD basis swap verso il territorio positivo

26.06.2025 Paesi Emergenti Banche e Mercati

Eastern Europe - Convergence, banking and financial inclusion

26.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.06.2025 Paesi Emergenti Economia

India - Ideal conditions, but for how long?

25.06.2025 Paesi Emergenti Economia

India - Condizioni ottimali, ancora per quanto?

25.06.2025 Paesi Emergenti Economia

China - Resilience in complexity

25.06.2025 Paesi Emergenti Economia

Cina - Resilienza nella complessità

25.06.2025 Forex Forex

Forex Flash

25.06.2025 Forex Forex

Forex Flash

25.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.06.2025 Commodities Focus

Focus Commodity - Commodity Quarterly Outlook - June 2025

24.06.2025 Commodities Focus

Focus Commodity - Scenario commodity trimestrale - Giugno 2025

24.06.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Giugno 2025

24.06.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Giugno 2025

24.06.2025 Equity Company Reports

Digital Value (Rating & TP Suspended) - Update on Self-Cleaning Measures and Italtel Dispute

24.06.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

24.06.2025 Forex Forex

Forex Flash

24.06.2025 Commodities Commodity Flash

Commodity Flash

24.06.2025 Forex Forex

Forex Flash

24.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: expectations boost confidence in June

24.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: le aspettative trainano l’IFO a giugno

24.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.06.2025 Forex Forex

Forex Flash

23.06.2025 Forex Forex

Forex Flash

23.06.2025 Paesi Emergenti Economic and Banking Outlook

Economic and Banking Outlook - June 2025

23.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: the economy stalled in June

23.06.2025 Commodities Commodity Flash

Commodity Flash

23.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI Eurozona: economia ferma a giugno

23.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.06.2025 Forex Forex

G10 Forex - G4 Currencies (Quarterly update ) - 20 06 2025

20.06.2025 Forex Forex

Forex Flash. G10 Forex - G4 Currencies (Quarterly update ) - 20 06 2025

20.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.06.2025 Forex Forex

Forex Flash. Forex G10 - Valute G4 (Aggiornamento Trimestrale) - 20 06 2025

20.06.2025 Forex Forex

Forex G10 - Valute G4 (Aggiornamento Trimestrale) - 20 06 2025

20.06.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

20.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.06.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

20.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

20.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

20.06.2025 Commodities Commodity Flash

Commodity Flash

20.06.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

20.06.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

20.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: fiducia delle imprese ancora debole a giugno

20.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: business confidence remains weak in June

20.06.2025 Equity Company Reports

SECO (BUY/TP EUR 3.7) - Roadshow Feedback

20.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.06.2025 Paesi Emergenti Economia

Brazil: 25bp hike in Selic rate

19.06.2025 Paesi Emergenti Economia

Brasile: rialzo di 25pb del tasso Selic

19.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: rate expectations unchanged this year but revised upward for 2026-27

19.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: attese sui tassi invariate quest’anno ma riviste al rialzo per il 2026-27

19.06.2025 Commodities Commodity Flash

Commodity Flash

19.06.2025 Commodities Focus

Focus Commodity - Focus Petrolio: occhi sul Medio Oriente - 18 giugno 2025

19.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.06.2025 Commodities Focus

Focus Commodity - Focus Crude oil: eyes on the Middle East - 18 June 2025

18.06.2025 Commodities Commodity Flash

Commodity Flash

18.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.06.2025 Macroeconomia e Congiuntura Focus

Focus United States - The Fed remains cautious amid tariffs and uncertainty on various fronts

17.06.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed ancora cauta, tra dazi e incertezza su vari fronti

17.06.2025 Commodities Commodity Flash

Commodity Flash

17.06.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

17.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.06.2025 Equity Company Reports

TraWell (BUY/New TP EUR 10.0) - 2024 Initiatives Should Begin to Yield Results

16.06.2025 Equity Company Reports

Avio (BUY from NEUTRAL/New TP EUR 22.0) - Higher Expected Growth Drives Higher Valuation

16.06.2025 Forex Forex

Forex Flash

16.06.2025 Forex Forex

Forex Flash

16.06.2025 Commodities Commodity Flash

Commodity Flash

16.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: May 2025 data

16.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di maggio 2025

13.06.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Sovereigns

13.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.06.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

13.06.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

13.06.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

13.06.2025 Forex Forex

Forex Flash

13.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

13.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

13.06.2025 Paesi Emergenti Economia

Peru: policy rate stable at 4.5%

13.06.2025 Paesi Emergenti Economia

Perù: tasso di policy stabile al 4,5%

13.06.2025 Forex Forex

Forex Flash

13.06.2025 Paesi Emergenti Banche e Mercati

Est Europa – Convergenza, banche e inclusione finanziaria

13.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.06.2025 Equity Company Reports

Banca IFIS (BUY/New TP EUR 25.5) - Solid 1Q25 Results and Start of the Offer on illimity

12.06.2025 Equity Company Reports

illimity (NEUTRAL from BUY/TP EUR 3.7) - Weak Start of the Year; Banca IFIS’ Offer Underway

12.06.2025 Forex Forex

Forex Flash

12.06.2025 Forex Forex

Forex Flash

12.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.06.2025 Equity Company Reports

Innovatec - 2024 a Transitional Year; Haiki+ Demerger Completed – Termination of Coverage

11.06.2025 Paesi Emergenti Economia

Egypt - Significant progress in a challenging context

11.06.2025 Commodities Commodity Flash

Commodity Flash

11.06.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

11.06.2025 Forex Forex

Forex Flash

11.06.2025 Forex Forex

Forex Flash

10.06.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Not yet in equilibrium

10.06.2025 Forex Forex

Forex Flash

10.06.2025 Paesi Emergenti Economia

Egitto - Progressi significativi in un contesto difficile

10.06.2025 Forex Forex

Forex Flash

10.06.2025 Commodities Commodity Flash

Commodity Flash

10.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: cresce a sorpresa la produzione industriale

10.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: surprise increase in industrial production

10.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.06.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

09.06.2025 Forex Forex

Forex Flash

09.06.2025 Commodities Commodity Flash

Commodity Flash

09.06.2025 Forex Forex

Forex Flash

09.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation and foreign trade May 2025

09.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione e commercio estero maggio 2025

09.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.06.2025 Equity Company Reports

REVO Insurance (BUY/New TP EUR 17.6) - Ambitious Business Plan Backed by Track Record of Credibility

06.06.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

06.06.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

06.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.06.2025 Paesi Emergenti Economia

Russia: policy rate at 20.0% (-100 bps) but monetary policy will remain restrictive for a long time

06.06.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

06.06.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

06.06.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

06.06.2025 Paesi Emergenti Economia

Russia: tasso di policy al 20,0% (-100 bps) ma la politica monetaria rimarrà restrittiva a lungo

06.06.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor- EUR short-term rates beyond the easing cycle

06.06.2025 Forex Forex

Forex Flash

06.06.2025 Forex Forex

Forex Flash

06.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania produzione industriale in pausa ad aprile

06.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - German industrial production: down but not out

05.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The ECB lowers the depo rate to 2 percent

05.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Il tasso BCE sui depositi cala al 2%

05.06.2025 Paesi Emergenti Economia

Ukraine: policy rate unchanged at 15.5%

05.06.2025 Paesi Emergenti Economia

Ucraina: tasso di policy invariato al 15,5%

05.06.2025 Reddito Fisso Interest Rate Strategy

Interest Rate StrategY - EUR rates: a downwardly skewed scenario

05.06.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EUR rates: a downwardly skewed scenario

05.06.2025 Forex Forex

Forex Flash

05.06.2025 Commodities Commodity Flash

Commodity Flash

05.06.2025 Forex Forex

Forex Flash

05.06.2025 Paesi Emergenti Economia

Peru - Economic recovery and subdued inflation

05.06.2025 Paesi Emergenti Economia

UAE: strong economic growth continues. Large sovereign reserves mitigate uncertainty and risks on the trade front

05.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.06.2025 Paesi Emergenti Economia

Peru' - Ripresa economica e inflazione contenuta

04.06.2025 Forex Forex

Forex Flash

04.06.2025 Forex Forex

Forex Flash

04.06.2025 Commodities Commodity Flash

Commodity Flash

04.06.2025 Paesi Emergenti Economia

EAU - Continua la forte crescita economica. Le ampie riserve sovrane mitigano l’incertezza e i rischi sul fronte commerciale

04.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.06.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

03.06.2025 Commodities Commodity Flash

Commodity Flash

03.06.2025 Forex Forex

Forex Flash

03.06.2025 Forex Forex

Forex Flash

03.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation down, especially on core indices

03.06.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione Eurozona in calo, soprattutto sugli indici core

03.06.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

02.06.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.05.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

30.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Scenarios on the short end of the US Treasury curve

30.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Scenari sulla parte a breve della curva US Treasury

30.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.05.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

30.05.2025 Paesi Emergenti Economia

South Africa: 25bp repo rate cut to 7.25%

30.05.2025 Paesi Emergenti Economia

Sud Africa: taglio di 25pb del tasso repo al 7,25%

30.05.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

30.05.2025 Commodities Commodity Flash

Commodity Flash

30.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: torna a calare l’inflazione a maggio

30.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Inflation falls again in May

30.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

30.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

30.05.2025 Equity Company Reports

Feedback from ISMO Milan Conference

30.05.2025 Reddito Fisso Interest Rate Strategy

IRS - 1Y-2Y ESTR OIS steepening and rate expectations

30.05.2025 Forex Forex

Forex Flash

30.05.2025 Forex Forex

Forex Flash

30.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.05.2025 Commodities Commodity Flash

Commodity Flash

29.05.2025 Reddito Fisso Interest Rate Strategy

IRS - Steepening curva ESTR OIS 1-2Y ed aspettative tassi

29.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: confidence surveys recover in May

29.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: indagini di fiducia in ripresa a maggio

29.05.2025 Forex Forex

Forex Flash

29.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.05.2025 Forex Forex

Forex Flash

28.05.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - ECB: a new 25pb official rate cut is certain

28.05.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - BCE: certo un nuovo taglio dei tassi ufficiali di 25pb

28.05.2025 Forex Forex

Forex Flash

28.05.2025 Forex Forex

Forex Flash

28.05.2025 Paesi Emergenti Economia

ERRATA CORRIGE - China - Much ado about (almost) nothing?

28.05.2025 Paesi Emergenti Economia

Iran - Economic instability with uncertain prospects

28.05.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy

28.05.2025 Equity Company Reports

doValue (BUY/New TP EUR 2.7) - Strong Start of the Year. New Business Target Raised

28.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - New BTP Italia 04/06/2032

27.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - New BTP Italia 04/06/2032

27.05.2025 Paesi Emergenti Economia

Iran - Instabilità economica con prospettive incerte

27.05.2025 Paesi Emergenti Economia

Cina - Tanto rumore per (quasi) nulla?

27.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: risale l’ESI a maggio ma su livelli ancora compatibili con un rallentamento della crescita nel Q2

27.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: ESI rebounds in May but points to a slower GDP growth in Q2

27.05.2025 Forex Forex

Forex Flash

27.05.2025 Forex Forex

Forex Flash

27.05.2025 Commodities Commodity Flash

Commodity Flash

27.05.2025 Equity Company Reports

Altea Green Power (BUY/New TP EUR 12.3) - Seasonally Slow Year-Start, Solid Margin

27.05.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

27.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.05.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

26.05.2025 Equity Company Reports

Equita Group (NEUTRAL/New TP EUR 5.0) - Strong Top Line Beat Driven by Directional Trading

26.05.2025 Forex Forex

Forex Flash

26.05.2025 Commodities Commodity Flash

Commodity Flash

26.05.2025 Forex Forex

Forex Flash

26.05.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

26.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.05.2025 Equity Company Reports

IGD (BUY/New TP EUR 3.5) - Solid Operating Results in 1Q, Well on Track vs. FY Estimates

23.05.2025 Paesi Emergenti Banche e Mercati

CEE-SEE - It will be difficult to maintain 2024 profitability

23.05.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

23.05.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

23.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

23.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

23.05.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

23.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

23.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

23.05.2025 Forex Forex

Forex Flash

23.05.2025 Forex Forex

Forex Flash

23.05.2025 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 15.3) - Good Start, but Outlook at Risk due to Macroeconomic Threats

23.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.05.2025 Paesi Emergenti Economia

Egypt: Policy rate at 25.0 % (-100 bp), monetary policy continues to ease

23.05.2025 Paesi Emergenti Economia

Egitto: Policy rate al 25,0% (-100 bp), prosegue l’allentamento monetario

22.05.2025 Paesi Emergenti Banche e Mercati

CEE-SEE - Sarà difficile mantenere la redditività del 2024

22.05.2025 Forex Forex

Forex Flash

22.05.2025 Equity Company Reports

Irce (BUY/TP EUR 3.2) - 1Q25: Soft Demand Offset by Higher Copper Price

22.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: services raise doubts about the resilience of domestic demand

22.05.2025 Commodities Commodity Flash

Commodity Flash

22.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: i servizi sollevano dubbi sulla tenuta della domanda domestica

22.05.2025 Forex Forex

Forex Flash

22.05.2025 Equity Company Reports

FNM (BUY/TP EUR 0.66) - 1Q25 Slightly Better, Refinancing Approved

22.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.05.2025 Paesi Emergenti Economia

Zambia - Sovereign debt restructuring is nearing completion

21.05.2025 Forex Forex

Forex Flash

21.05.2025 Commodities Commodity Flash

Commodity Flash

21.05.2025 Forex Forex

Forex Flash

21.05.2025 Paesi Emergenti Economia

Nigeria: policy rate stable at 27.5%

21.05.2025 Paesi Emergenti Economia

Zambia - Verso il completamento della ristrutturazione del debito sovrano

21.05.2025 Paesi Emergenti Economia

Nigeria: tasso di policy invariato al 27,5%

21.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.05.2025 Equity Company Reports

EuroGroup Laminations (NEUTRAL/New TP EUR 3.2) - 1Q in Line; Targets Confirmed Despite Muted Pipeline Momentum

20.05.2025 Paesi Emergenti Commercio e IDE

China - Chinese investments are increasingly focused on the Asian and African region

20.05.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

20.05.2025 Forex Forex

Forex Flash

20.05.2025 Paesi Emergenti Banche e Mercati

SEE Countries - Q1 better than expected

20.05.2025 Equity Company Reports

Banca Sistema (NEUTRAL/New TP EUR 2.2) - Strong Start of the Year. BoI Talks Ongoing.

20.05.2025 Forex Forex

Forex Flash

20.05.2025 Commodities Commodity Flash

Commodity Flash

20.05.2025 Paesi Emergenti Commercio e IDE

Cina - Gli investimenti cinesi sono sempre più rivolti alla regione asiatica e africana

20.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.05.2025 Commodities Focus

Focus Commodity Trimestrale

19.05.2025 Commodities Focus

Focus Commodity - Aggiornamento su petrolio e mercati energetici - 19 05 2025

19.05.2025 Paesi Emergenti Economia

Middle East - Weakening growth prospects against a backdrop of increasing global uncertainty

19.05.2025 Equity Company Reports

Biesse (NEUTRAL/New TP EUR 8.1) - Good Signs from Order Intake, but Uncertainty Still High

19.05.2025 Equity Company Reports

MARR (BUY/TP EUR 14.3) - On Track with Full-Year Targets, FCF Yield Up due to the Suspension of the Second Phase of Investments

19.05.2025 Equity Company Reports

Moltiply Group (BUY/New TP EUR 57.0) - Solid 1Q25

19.05.2025 Equity Company Reports

Eurotech (NEUTRAL/New TP EUR 0.95) - Order Intake Improving, but 2025 Affected by Weak 1Q25

19.05.2025 Forex Forex

Forex Flash

19.05.2025 Commodities Commodity Flash

Commodity Flash

19.05.2025 Forex Forex

Forex Flash

19.05.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

19.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: April 2025 data

19.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di aprile 2025

19.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.05.2025 Reddito Fisso Fixed Income Analytics

Euro Area Government Issuance

16.05.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

16.05.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

16.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

16.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

16.05.2025 Equity Company Reports

Datalogic (BUY/New TP EUR 7.0) - A New Revenues Growth Cycle is in Sight

16.05.2025 Equity Company Reports

Generalfinance (BUY/New TP EUR 17.7) - Strong Volumes and Revenues Growth Confirmed

16.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

16.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

16.05.2025 Paesi Emergenti Economia

Medio Oriente - Indebolimento delle prospettive di crescita in un contesto di crescente incertezza globale

16.05.2025 Paesi Emergenti Economia

Mexico: 50bps cut in the policy rate to 8.5%

16.05.2025 Paesi Emergenti Economia

Messico: taglio di 50pb del tasso di policy all’8,50%

16.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD rates: the challenges of avoiding recession

16.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD rates: the challenges of avoiding recession

16.05.2025 Commodities Commodity Flash

Commodity Flash

16.05.2025 Forex Forex

Forex Flash

16.05.2025 Equity Company Reports

Tinexta (BUY/TP EUR 17.5) - Solid 1Q25 Results; in Line with Estimates

16.05.2025 Forex Forex

Forex Flash

16.05.2025 Paesi Emergenti Banche e Mercati

CEE Countries: households still more dynamic than corporates

16.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.05.2025 Paesi Emergenti Commercio e IDE

Saudi Arabia - Doing Business with Saudi Arabia

16.05.2025 Equity Company Reports

Sanlorenzo (BUY/TP EUR 48.6) - Resilient Order Intake in 1Q25, Recovery From 2Q25

15.05.2025 Equity Company Reports

Mondadori (BUY/TP EUR 2.8) - Be Patient in 2025

15.05.2025 Equity Company Reports

Smart Capital (BUY/TP EUR 1.85) - A Successful Exit

15.05.2025 Equity Company Reports

LU-VE (NEUTRAL from BUY/TP EUR 33.5) - On Track with our 2025 Estimates

15.05.2025 Equity Company Reports

Esprinet (BUY/New TP EUR 6.0) - Pressure on Margins; Guidance Below Expectations

15.05.2025 Commodities Commodity Flash

Commodity Flash

15.05.2025 Equity Company Reports

Orsero (BUY/TP EUR 24.6) - Strong Growth Momentum Confirmed

15.05.2025 Equity Company Reports

Aeffe (NEUTRAL/New TP EUR 0.67) - FY25 Targets Confirmed, while Focusing on Costs Efficiencies

15.05.2025 Equity Company Reports

Fine Foods & Pharmaceuticals N.T.M. (BUY/New TP EUR 11.9) - 1Q25 Results Support a Positive FY25

15.05.2025 Forex Forex

Forex Flash

15.05.2025 Forex Forex

Forex Flash

15.05.2025 Paesi Emergenti Commercio e IDE

Arabia Saudita - Doing Business con l’Arabia Saudita

15.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.05.2025 Paesi Emergenti Economic and Banking Monitor

Economic and Banking Monitor - May 2025

14.05.2025 Paesi Emergenti Economia

Mozambique - Between the post-electoral crisis and the potential of large natural gas reserves

14.05.2025 Paesi Emergenti Economia

Mozambico - Tra crisi post-elettorale e potenzialità derivanti dalle cospicue riserve di gas naturale

14.05.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - Tortoises and hares: a two-speed services inflation

14.05.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - Tra lepri e tartarughe: l’inflazione dei servizi a due velocità

14.05.2025 Commodities Commodity Flash

Commodity Flash

14.05.2025 Forex Forex

Forex Flash

14.05.2025 Forex Forex

Forex Flash

14.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.05.2025 Equity Company Reports

Wiit (BUY/TP EUR 25.0) - Positive Results; Better than Expected Margins

14.05.2025 Equity Company Reports

Recupero Etico Sostenibile (BUY/TP EUR 11.5) - Initiation of Coverage: Extracting Value from Waste, while Aiming for International

13.05.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

13.05.2025 Forex Forex

Forex Flash

13.05.2025 Equity Company Reports

Valsoia (BUY/TP EUR 14.3) - Soft 1Q on Calendar Effects, Fundamentals Remain Solid

13.05.2025 Forex Forex

Forex Flash

13.05.2025 Paesi Emergenti Commercio e IDE

China - The end of tariff escalations between the US and China

13.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.05.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

12.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Import tariffs: U.S. retreat in full swing

12.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Dazi: in pieno sviluppo la ritirata americana

12.05.2025 Equity Company Reports

Cellularline (BUY/TP EUR 4.7) - Solid EBITDA Improvement & Cash Generation

12.05.2025 Paesi Emergenti Economia

Moldova: policy rate unchanged at 6.50%

12.05.2025 Paesi Emergenti Economia

Moldova: tasso di policy invariato al 6,50%

12.05.2025 Commodities Focus

Focus Commodity - Focus metalli preziosi - 12 maggio 2025

12.05.2025 Commodities Focus

Focus Commodity - Precious metals' focus - 12 May2025

12.05.2025 Paesi Emergenti Commercio e IDE

Cina - La fine dei rincari di dazi tra USA e Cina

12.05.2025 Reddito Fisso Interest Rate Strategy

IRS - UST buybacks: a new tool to control the curve?

12.05.2025 Forex Forex

Forex Flash

12.05.2025 Commodities Commodity Flash

Commodity Flash

12.05.2025 Forex Forex

Forex Flash

12.05.2025 Equity Company Reports

Zignago Vetro (NEUTRAL/New TP EUR 10.0) - A Weak Start of the Year, Possibly Improving if Duty Allows

12.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation April 2025

12.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione aprile 2025

09.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: targeted monetary easing

09.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: allentamento monetario mirato

09.05.2025 Paesi Emergenti Economia

China - Targeted monetary easing

09.05.2025 Reddito Fisso Interest Rate Strategy

IRS - UST buyback: un nuovo strumento di controllo della curva?

09.05.2025 Paesi Emergenti Economia

Cina - Allentamento monetario mirato

09.05.2025 Equity Company Reports

SECO (BUY/TP EUR 3.7) - 1Q25: Beat on Guidance and Our Forecasts on Profitability

09.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

09.05.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

09.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

09.05.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

09.05.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

09.05.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

09.05.2025 Commodities Commodity Flash

Commodity Flash

09.05.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

09.05.2025 Paesi Emergenti Economia

Peru: interest rate cut by 25bp to 4.5%

09.05.2025 Paesi Emergenti Economia

Perù: riduzione di 25pb del tasso di policy al 4,5%

09.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Industrial production little changed in March

09.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: quasi ferma la produzione industriale

09.05.2025 Forex Forex

Forex Flash

09.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade April 2025

09.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero aprile 2025

09.05.2025 Forex Forex

Forex Flash

08.05.2025 Paesi Emergenti Commercio e IDE

China - Trade increasingly oriented towards Eastern markets

08.05.2025 Equity Company Reports

Mondadori (BUY/TP EUR 2.8) - Weak Start of the Year Expected

08.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: fumata nera

08.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: Black smoke

08.05.2025 Commodities Commodity Flash

Commodity Flash

08.05.2025 Paesi Emergenti Economia

Brazil: towards the end of the monetary tightening cycle

08.05.2025 Paesi Emergenti Economia

Brasile: verso la fine del ciclo di inasprimento monetario

08.05.2025 Forex Forex

Forex Flash

08.05.2025 Forex Forex

Forex Flash

08.05.2025 Paesi Emergenti Economia

Poland: policy rate drops to 5.25%

08.05.2025 Paesi Emergenti Economia

Polonia: il tasso di policy scende al 5,25%

08.05.2025 Paesi Emergenti Economia

Czech Republic: policy rate falls to 3.50%

08.05.2025 Paesi Emergenti Economia

Repubblica Ceca: tasso di policy in calo al 3,50%

08.05.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Reverse gear

08.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production rebounds strongly

08.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: forte rimbalzo per produzione industriale

07.05.2025 Forex Forex

Forex Flash

07.05.2025 Forex Forex

Forex Flash

07.05.2025 Paesi Emergenti Commercio e IDE

Cina - Commercio sempre più orientato ai mercati orientali

07.05.2025 Commodities Commodity Flash

Commodity Flash

07.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.05.2025 Forex Forex

Forex Flash

06.05.2025 Forex Forex

Forex Flash

06.05.2025 Macroeconomia e Congiuntura Focus

Focus United States - Fed still on pause waiting to assess stagflation risks

06.05.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed ancora in pausa in attesa di valutare i rischi di stagflazione

06.05.2025 Commodities Commodity Flash

Commodity Flash

06.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin services PMI April 2025

06.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi Caixin aprile 2025

05.05.2025 Commodities Commodity Flash

Commodity Flash

05.05.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

05.05.2025 Equity Company Reports

Digital Value (Rating & TP Suspended) - Favourable Assessment by Consip

05.05.2025 Equity Company Reports

Ascopiave (NEUTRAL; TP EUR 3.4 from EUR 3.2)- M&A as the Catalyst

05.05.2025 Forex Forex

Forex Flash

05.05.2025 Forex Forex

Forex Flash

05.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.05.2025 Reddito Fisso Fixed Income Analytics

ECB QT - 2025 Update -2 May 2025

02.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: services push up core inflation in April

02.05.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: i servizi spingono al rialzo l’inflazione core ad aprile

02.05.2025 Equity Company Reports

Elica (BUY from NEUTRAL/TP EUR 1.80) - Cooking Transformation Starting to Deliver

02.05.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.04.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

30.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

30.04.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

30.04.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

30.04.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

30.04.2025 Commodities Commodity Flash

Commodity Flash

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: inflazione in salita sul NIC, stabile sull’IPCA

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Inflation on the rise on the domestic index, unchanged on HICP

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PIL in crescita di 0,4% t/t a inizio 2025

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone GDP up by 0.4% q/q in Q1

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PIL italiano in accelerazione a inizio 2025

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italian GDP gaining momentum in early 2025

30.04.2025 Forex Forex

Forex Flash

30.04.2025 Forex Forex

Forex Flash

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin manufacturing PMI and NBS PMI April 2025

30.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI manifatturiero Caixin e PMI NBS aprile 2025

30.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.04.2025 Paesi Emergenti Economia

Hungary: policy rate still at 6.50%

29.04.2025 Paesi Emergenti Economia

Ungheria: tasso di policy fermo al 6,50%

29.04.2025 Equity Company Reports

Rosetti Marino No Rating - Solid Backlog Gives Full Visibility on FY25

29.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: ESI in calo ad aprile, flessioni per tutti i settori

29.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: ESI down in April, losses spread across sectors

29.04.2025 Commodities Commodity Flash

Commodity Flash

29.04.2025 Equity Company Reports

Smart Capital (BUY/New TP EUR 1.85) - A Prudential Approach to Fast Growing Consolidators

29.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: indagini di fiducia in ulteriore calo ad aprile

29.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: confidence surveys fall further in April

29.04.2025 Forex Forex

Forex Flash

29.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Spain: GDP and inflation

29.04.2025 Forex Forex

Forex Flash

29.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Spagna: PIL e inflazione

29.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.04.2025 Equity Company Reports

SIT (BUY/New TP EUR 1.70) - The Recovery is in Sight

28.04.2025 Paesi Emergenti Economia

Russia: policy rate unchanged at 21.0%. Monetary policy still tight for a long time

28.04.2025 Forex Forex

Forex Flash

28.04.2025 Paesi Emergenti Economia

Russia: tasso di policy invariato al 21,0%. Politica monetaria ancora rigorosa per un lungo periodo

28.04.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

28.04.2025 Forex Forex

Forex Flash

25.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.04.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy

24.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.04.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy- USD inflation: unlikely decoupling

24.04.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Inflazione USD: decoupling improbabile

24.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

24.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

24.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: l’IFO sorprende al rialzo ad aprile

24.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: upside surprise in April

24.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.04.2025 Paesi Emergenti Economia

Angola - Towards greater economic diversification

23.04.2025 Paesi Emergenti Economia

Angola - Verso una maggiore diversificazione economica

23.04.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

23.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: il calo era atteso, ma diverso

23.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: expected decline, unexpected mix

23.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.04.2025 Reddito Fisso Interest Rate Strategy

IRS - Global rates amid swinging tariffs

22.04.2025 Reddito Fisso Interest Rate Strategy

IRS - Global rates amid swinging tariffs

22.04.2025 Equity Company Reports

Leone Film Group (BUY/New TP EUR 1.92) - Headwinds Made FY24 an Atypical Year

22.04.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

22.04.2025 Equity Company Reports

Lucisano Media Group (BUY/New TP EUR 2.1) - FY24: Holding Up despite the Sector’s Uncertainties

22.04.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

22.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.04.2025 Paesi Emergenti Note

Emerging countries - Financial inclusion and happiness

18.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

18.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

18.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

18.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

18.04.2025 Paesi Emergenti Economia

Egypt: Policy rate at 26.0% (-225 bp). Monetary easing on track

18.04.2025 Paesi Emergenti Economia

Egitto: Policy rate al 26,0% (-225 bp). Allentamento monetario al via

17.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - trade wars and uncertainty will lead the ECB to cut rates again

17.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - guerra commerciale e incertezza giustificano nuovi tagli dei tassi BCE

17.04.2025 Paesi Emergenti Economia

Ukraine: policy rate unchanged at 15.5%.

17.04.2025 Paesi Emergenti Economia

Ucraina: tasso di policy invariato al 15,5%

17.04.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

17.04.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance - 17 April 2025

17.04.2025 Paesi Emergenti Economia

Turkey: policy rate at 46% (+3.5 pp)

17.04.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 46% (+3,5 pp)

17.04.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance - 17 April 2025

17.04.2025 Equity Company Reports

EdiliziAcrobatica (BUY/New TP EUR 10.0) - FY24 EBITDA Impacted by Costs Incurred to Drive Future Growth

17.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.04.2025 Equity Company Reports

First Capital (BUY/New TP EUR 25.5) - Ready for Market Recovery, with a Diversified Business Model

16.04.2025 Paesi Emergenti Note

Emergenti - Inclusione finanziaria e felicità

16.04.2025 Equity Company Reports

EuroGroup Laminations (NEUTRAL from BUY/New TP EUR 2.6) - It’s a New World to Live in

16.04.2025 Forex Forex

Forex Flash

16.04.2025 Forex Forex

Forex Flash

16.04.2025 Equity Company Reports

Franchi Umberto Marmi (BUY/New TP EUR 9.6) - Growth Path Intact and Benefits from Renewed Mix

16.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: March 2025 data and Q1 GDP

16.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di marzo 2025 e PIL del 1° trimestre

16.04.2025 Equity Company Reports

FNM (BUY/New TP EUR 0.66) - 2024 Ends on a Softer Tone; DPS May Disappoint

16.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.04.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

15.04.2025 Equity Company Reports

Iniziative Bresciane (BUY/New TP EUR 17.5) - Solid FY24 Results, Margin Expands Further

15.04.2025 Equity Company Reports

Newlat Food (BUY/New TP EUR 19.5) - New Princes Integration Proceeding

15.04.2025 Equity Company Reports

Centrale del Latte d'Italia (BUY/New TP EUR 5.7) - 4Q/FY24 Results

15.04.2025 Forex Forex

Forex Flash

15.04.2025 Forex Forex

Forex Flash

15.04.2025 Equity Company Reports

Sicily By Car (BUY/New TP EUR 6.1) - Towards an Improvement in RPD after a Transitional 2024

15.04.2025 Commodities Commodity Flash

Commodity Flash

15.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.04.2025 Paesi Emergenti Economia

Peru: policy rate stable at 4.75%

14.04.2025 Paesi Emergenti Economia

Perù: tasso di policy stabile al 4,75%

14.04.2025 Commodities Commodity Flash

Commodity Flash

14.04.2025 Forex Forex

Forex Flash

14.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade March 2025

14.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero marzo 2025

14.04.2025 Forex Forex

Forex Flash

11.04.2025 Paesi Emergenti Economia

Serbia: policy rate stable at 5.75%

11.04.2025 Paesi Emergenti Economia

Serbia: tasso di policy fermo al 5,75%

11.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

11.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

11.04.2025 Equity Company Reports

d'Amico Int'l Shipping (BUY/New TP EUR 5.4) - Working to Secure Higher Coverage amid Macro Turmoil

11.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

11.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

11.04.2025 Forex Forex

Forex Flash

11.04.2025 Forex Forex

Forex Flash

11.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.04.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor- Short-term rates amid swinging tariffs

10.04.2025 Equity Company Reports

Moltiply Group (BUY/New TP EUR 52.6) - Gaining Leadership in Europe

10.04.2025 Paesi Emergenti Economia

Poland: weakening cyclical phase

10.04.2025 Paesi Emergenti Economia

Polonia - Fase ciclica in indebolimento

10.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Il DFP conferma gli obiettivi sul deficit nonostante la minore crescita

10.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italian Govt confirms deficit targets despite lower growth

10.04.2025 Commodities Commodity Flash

Commodity Flash

10.04.2025 Paesi Emergenti Banche e Mercati

BRICS - Banks vs. non-bank financial intermediaries

10.04.2025 Forex Forex

Forex Flash

10.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Industrial production falls again

10.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: torna a calare la produzione industriale

10.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation March 2025

10.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione marzo 2025

10.04.2025 Forex Forex

Forex Flash

10.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.04.2025 Paesi Emergenti Economia

US duties, moderate impact on CEE and SEE regions via the global value chain

09.04.2025 Paesi Emergenti Economia

Romania: policy rate still at 6.50%

09.04.2025 Paesi Emergenti Economia

Romania: tasso di policy ancora fermo al 6,50%

09.04.2025 Forex Forex

Forex Flash

09.04.2025 Paesi Emergenti Economia

Dazi USA, discreto impatto sulle regioni CEE e SEE tramite la catena globale del valore

09.04.2025 Equity Company Reports

Pattern (NEUTRAL from BUY/New TP EUR 5.6) - FY24 Results in Line; A More Complex Market in 2025

09.04.2025 Forex Forex

Forex Flash

09.04.2025 Equity Company Reports

ErreDue (BUY/New TP EUR 10.3) - 2024 a Transitional Year

09.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.04.2025 Equity Company Reports

illimity (BUY/New TP EUR 3.7) - 2026-28 Strategic Guidance

08.04.2025 Paesi Emergenti Banche e Mercati

BRICS: Banche vs intermediari finanziari non bancari

08.04.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

08.04.2025 Forex Forex

Forex Flash

08.04.2025 Forex Forex

Forex Flash

08.04.2025 Equity Company Reports

Eurocommercial Properties (BUY/New TP EUR 28.0) - Solid FY24 Results; Upside from Renewals and Relettings

08.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.04.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Reciprocal damage

07.04.2025 Paesi Emergenti Economia

Hong Kong - A challenging recovery

07.04.2025 Paesi Emergenti Economia

Hong Kong - Una ripresa con tante sfide

07.04.2025 Forex Forex

Forex Flash

07.04.2025 Forex Forex

Forex Flash

07.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: torna a calare la produzione industriale, dazi in arrivo

07.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial output down in February, tariffs looming

04.04.2025 Paesi Emergenti Economia

BRICS+c-In search of a new international balance

04.04.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

04.04.2025 Reddito Fisso Fixed Income Analytics

Spanish Government Issuance - 4 April 2025

04.04.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

04.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

04.04.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

04.04.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

04.04.2025 Paesi Emergenti Economia

South Africa - Moderate GDP recovery in last 3 months of 2024, falling inflation, and a weak South African rand

04.04.2025 Forex Forex

Forex Flash

04.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

04.04.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendari dei dati macroeconomici e degli eventi

04.04.2025 Forex Forex

Forex Flash

04.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Dazi USA in linea con le attese per l’Europa, ma non per l’Asia

04.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US tariffs in line with expectations for Europe, but not for Asia

04.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.04.2025 Paesi Emergenti Economia

BRICS+ - Alla ricerca di un nuovo equilibrio internazionale

03.04.2025 Paesi Emergenti Economia

Poland: the policy rate remains unchanged at 5.75%

03.04.2025 Paesi Emergenti Economia

Polonia: il tasso di policy resta invariato al 5,75%

03.04.2025 Equity Company Reports

Grifal (BUY/TP EUR 2.5) - Major Investments Phase Behind; Ready for Sales Acceleration

03.04.2025 Paesi Emergenti Economia

Brazil - Rising inflation and expected moderation in the pace of GDP growth in 2025

03.04.2025 Paesi Emergenti Economia

Ethiopia - Reforms to counter macroeconomic imbalances

03.04.2025 Forex Forex

Forex Flash

03.04.2025 Forex Forex

Forex Flash

03.04.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - ReArm Europe plan - What impact on growth and public finance?

03.04.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - Piano ReArm Europe: quale impatto su crescita e finanza pubblica?

03.04.2025 Paesi Emergenti Economia

Sud Africa - PIL in moderato recupero negli ultimi tre mesi dell’anno, discesa dell’inflazione e debolezza del rand sudafricano

03.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin services PMI March 2025

03.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi Caixin marzo 2025

02.04.2025 Paesi Emergenti Economia

Etiopia - Riforme per contrastare gli squilibri macroeconomici

02.04.2025 Equity Company Reports

Equita Group (HOLD from BUY/New TP EUR 4.7) - Soft Year-End in 2024; High Dividend Yield Confirmed

02.04.2025 Forex Forex

Forex Flash

02.04.2025 Forex Forex

Forex Flash

02.04.2025 Paesi Emergenti Economia

Brasile - Risalita dell’inflazione e attese di moderazione del ritmo espansione del PIL nel 2025

02.04.2025 Commodities Focus

Focus Commodity: Gold Sector - April 2025

02.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.04.2025 Equity Company Reports

Aeroporto di Bologna (HOLD/New TP EUR 9.0) - Works Underway to Ensure Sustainable Remuneration

01.04.2025 Forex Forex

Forex Flash

01.04.2025 Paesi Emergenti Commercio e IDE

Gulf Countries - Gulf countries seek new trade and investment opportunities beyond energy minerals

01.04.2025 Forex Forex

Forex Flash

01.04.2025 Equity Company Reports

Alkemy (Tender Shares) - Update on Delisting Process

01.04.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

01.04.2025 Commodities Focus

Focus Commodity - Settore Orafo - Aprile 2025

01.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation down, especially on core indices

01.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione Eurozona in calo, soprattutto sugli indici core

01.04.2025 Commodities Commodity Flash

Commodity Flash

01.04.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin manufacturing PMI March 2025

01.04.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI manifatturiero Caixin marzo 2025

01.04.2025 Equity Company Reports

Next Geosolutions Europe (BUY/New TP EUR 12.2) - New Opportunities Are Around the Corner

31.03.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy

31.03.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

31.03.2025 Paesi Emergenti Commercio e IDE

Paesi del Golfo - I paesi del Golfo cercano nuove opportunità commerciali e di investimento oltre i minerali energetici

31.03.2025 Commodities Commodity Flash

Commodity Flash

31.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: inflation rises again, more than expected

31.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: sale ancora, più del previsto, l’inflazione

31.03.2025 Forex Forex

Forex Flash

31.03.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

31.03.2025 Forex Forex

Forex Flash

31.03.2025 Paesi Emergenti Economia

Nigeria - Nigerian economic growth prospects remain modest

31.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

31.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - NBS PMI March 2025

31.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI NBS marzo 2025

28.03.2025 Paesi Emergenti Economia

Nigeria - Le prospettive di crescita dell’economia nigeriana restano modeste

28.03.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

28.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD money market rates with the QT going on

28.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD money market rates with the QT going on

28.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.03.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

28.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.03.2025 Forex Forex

Forex Flash

28.03.2025 Forex Forex

Forex Flash

28.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: a disappointing ESI in March, surveys consistent with a 0.2% q/q growth in Q1

28.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

28.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

28.03.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

28.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: delude l’ESI a marzo, indagini coerenti con una crescita del PIL di 0,2% t/t nel 1° trimestre

28.03.2025 Paesi Emergenti Economia

Mexico: 50bps cut in the policy rate to 9.0%

28.03.2025 Paesi Emergenti Economia

Messico: taglio di 50pb del tasso di policy al 9,0%

28.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: indagini di fiducia in calo a marzo

28.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: confidence surveys down in March

28.03.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - March 2025

28.03.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale

28.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.03.2025 Paesi Emergenti Economia

Albania: policy rate stable at 2.75%

27.03.2025 Paesi Emergenti Economia

Albania: tasso di policy fermo al 2,75%

27.03.2025 Paesi Emergenti Economia

India - Growth resilience at risk amidst tariff uncertainty

27.03.2025 Paesi Emergenti Economia

India - La resilienza della crescita è messa a rischio dall’incertezza sui dazi

27.03.2025 Paesi Emergenti Economia

Cina - Sostegno alla domanda in un altro anno di sfide

27.03.2025 Forex Forex

Forex Flash

27.03.2025 Forex Forex

Forex Flash

27.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.03.2025 Paesi Emergenti Economia

Czech Repulic: policy rate stable at 3.75%

26.03.2025 Paesi Emergenti Economia

Repubblica Ceca: tasso di policy fermo al 3,75%

26.03.2025 Equity Company Reports

Italy's STAR Segment - The Place to Be

26.03.2025 Reddito Fisso Interest Rate Strategy

IRS - EU defence spending: new debt and medium-term risks

26.03.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

26.03.2025 Forex Forex

Forex Flash

26.03.2025 Commodities Commodity Flash

Commodity Flash

26.03.2025 Forex Forex

Forex Flash

26.03.2025 Paesi Emergenti Economia

Saudi Arabia: positive outlook with acceleration of non-oil growth

26.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.03.2025 Reddito Fisso Interest Rate Strategy

IRS - Spese per la difesa UE: nuovo debito e rischi di medio termine

25.03.2025 Forex Forex

Forex Flash

25.03.2025 Paesi Emergenti Economia

Arabia Saudita: outlook positivo con accelerazione della crescita non petrolifera

25.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: a matter of expectations

25.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania IFO: le aspettative sostengono la fiducia

25.03.2025 Commodities Commodity Flash

Commodity Flash

25.03.2025 Forex Forex

Forex Flash

25.03.2025 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 15.8) - Strong Deleveraging in FY24

25.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.03.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

24.03.2025 Forex Forex

Forex Flash

24.03.2025 Forex Forex

Forex Flash

24.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: encouraging signs for manufacturing

24.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: segnali incoraggianti dalla manifattura

24.03.2025 Commodities Commodity Flash

Commodity Flash

24.03.2025 Equity Company Reports

Biesse (HOLD from BUY/New TP EUR 9.5) - Working on Efficiency, 2025 Scenario Still Uncertain

24.03.2025 Equity Company Reports

IGD (BUY/New TP EUR 3.4) - Dividend, Here We Are Again

24.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.03.2025 Forex Forex

Forex Flash - G10 Forex - G4 Currencies (Quarterly update) - 21 March 2025

21.03.2025 Forex Forex

G10 Forex - G4 Currencies (Quarterly update) - 21 March 2025

21.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.03.2025 Forex Forex

Forex G10 - Valute G4 (Aggiornamento trimestrale) - 21 marzo 2025

21.03.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

21.03.2025 Forex Forex

Forex Flash - Forex G10 - Valute G4 (Aggiornamento trimestrale) - 21 marzo 2025

21.03.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

21.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.03.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

21.03.2025 Commodities Focus

Focus Commodity - Oro - 21 marzo 2025

21.03.2025 Commodities Focus

Focus Commodity - Gold update - 21 March 2025

21.03.2025 Equity Company Reports

Datalogic (BUY/New TP EUR 7.3) - A Return to Growth in 2025, with Some Possible Positive Surprises

21.03.2025 Commodities Commodity Flash

Commodity Flash

21.03.2025 Paesi Emergenti Economia

Russia: policy rate unchanged at 21.0%

21.03.2025 Paesi Emergenti Economia

Russia: tasso di policy invariato al 21,0%

21.03.2025 Equity Company Reports

Irce (BUY/TP EUR 3.2) - Investing in the MT Growth While Navigating Demand Softness

21.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

21.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

21.03.2025 Equity Company Reports

Aeffe (HOLD/TP EUR 0.85) - Still Cautious on FY25 while Working on Costs Efficiencies

21.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.03.2025 Equity Company Reports

Avio (HOLD from BUY/New TP EUR 19.1) - Positive Business Developments Support Mid-Term Outlook

20.03.2025 Paesi Emergenti Economia

Turkey: overnight interest lending rate at 46,0% (+2 pp)

20.03.2025 Paesi Emergenti Economia

Turchia: tasso di interesse overnight sui prestiti al 46% (+2 pp)

20.03.2025 Paesi Emergenti Economic and Banking Outlook

Economic and Banking Outlook - March 2025

20.03.2025 Paesi Emergenti Economia

Moldova: policy rate unchanged at 6.50%

20.03.2025 Paesi Emergenti Economia

Moldova: tasso di policy invariato al 6,50%

20.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: two cuts confirmed in 2025, but higher uncertainty

20.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: confermati due tagli nel 2025, ma il sentiero è più incerto

20.03.2025 Commodities Commodity Flash

Commodity Flash

20.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.03.2025 Equity Company Reports

Valsoia (BUY/New TP EUR 14.3) - A Positive Set of Results

19.03.2025 Forex Forex

Forex Flash

19.03.2025 Forex Forex

Forex Flash

19.03.2025 Commodities Commodity Flash

Commodity Flash

19.03.2025 Commodities Focus

Focus Commodity - Commodities, macroeconomic and geopolitical risks - 18 March 2025

19.03.2025 Commodities Focus

Focus Commodity Trimestrale

19.03.2025 Equity Company Reports

Zignago Vetro (HOLD/TP EUR 11.8) - Towards Volumes’ Normalisation

19.03.2025 Equity Company Reports

Eurotech (HOLD/TP EUR 1.00) - Recovery not Yet in Sight, Focus on Efficiencies and Gross Margin

19.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.03.2025 Equity Company Reports

Fine Foods & Pharmaceuticals N.T.M. (BUY/TP EUR 11.7) - Initiation of Coverage: Nurturing Well-being and Beauty

18.03.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

18.03.2025 Equity Company Reports

MARR (BUY/New TP EUR 14.3) - 2025, Finally Normalisation!

18.03.2025 Forex Forex

Forex Flash

18.03.2025 Paesi Emergenti Banche e Mercati

SEE Countries: banks’ forecasts slightly revised upwards

18.03.2025 Forex Forex

Forex Flash

18.03.2025 Paesi Emergenti Economia

Egypt: challenges remain, but risks tilted downwards

18.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD SOFR: what scenario in market prices?

18.03.2025 Equity Company Reports

REVO Insurance (BUY/New TP EUR 14.1) - Another Year of Growth Ahead, Awaiting the New Business Plan

18.03.2025 Equity Company Reports

Sanlorenzo (BUY/New TP EUR 48.6) - Solid FY24 Results, Soft Entry in 2025 Due to Delayed Orders

18.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.03.2025 Macroeconomia e Congiuntura Focus

Focus United States - Fed still on standby, amid high uncertainty and impact of tariffs

17.03.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed ancora in stand-by, tra elevata incertezza e impatto dei dazi

17.03.2025 Equity Company Reports

LU-VE (BUY/New TP EUR 33.5) - Improving Profitability in Weak 2024, Back to Growth from 2H25

17.03.2025 Paesi Emergenti Economia

Egitto: rimangono le sfide ma i rischi sono orientati al ribasso

17.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD SOFR: quale scenario nei prezzi di mercato?

17.03.2025 Forex Forex

Forex Flash