Studi e Ricerche: 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 alla Direzione Studi e Ricerche, alla sua organizzazione e alle disclosure regolamentari inerenti gli studi e le ricerche sono disponibili sul sito internet di Intesa Sanpaolo, 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.

data area categoria titolo download
24.04.2024 Equity Company Reports

Franchi Umberto Marmi (BUY/New TP EUR 10) - Positive Long-Term Trend Continues

24.04.2024 Forex Forex

Forex Flash - 24 April 2024

24.04.2024 Equity Company Reports

Innovatec (BUY/New TP EUR 1.8) - Soft on Revenues, Better on Margins

24.04.2024 Forex Forex

Forex Flash - 24 aprile 2024

24.04.2024 Equity Company Reports

EdiliziAcrobatica (BUY/New TP EUR 18.3) - New Businesses and Markets to Consolidate Growth

24.04.2024 Macroeconomia e Congiuntura Focus

Focus France - Rising risks to public finances

24.04.2024 Macroeconomia e Congiuntura Focus

Focus Francia - In aumento i rischi sulla finanza pubblica

24.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania IFO: il peggio potrebbe essere alle spalle, riaccelerazione improbabile nel breve termine

24.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: cala a sorpresa la fiducia di famiglie e imprese

24.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: both household and business confidence falls

24.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: the cycle may be past the worst but don’t expect a reacceleration anytime soon

24.04.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - France’s fiscal woes

24.04.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - April 2024

24.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.04.2024 Forex Forex

Forex Flash - 23 April 2024

23.04.2024 Forex Forex

Forex Flash - 23 aprile 2024

23.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: i servizi trainano la crescita

23.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: services driving growth

23.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.04.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - Macroeconomic Outlook

22.04.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - Scenario macroeconomico

22.04.2024 Equity Company Reports

Leone Film Group (BUY/New TP EUR 2.1) - Strong, High-quality Production and Distribution

22.04.2024 Equity Company Reports

Lucisano Media Group (BUY/New TP EUR 1.9) - Production and Increasing Admissions Led to a Strong FY23

22.04.2024 Commodities Commodity Flash

Commodity Flash - 22 April 2024

22.04.2024 Forex Forex

Forex Flash - 22 April 2024

22.04.2024 Forex Forex

Forex Flash - 22 aprile 2024

22.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.04.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Aprile 2024

19.04.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds - 19 April 2024

19.04.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 19 April 2024

19.04.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 19 April 2024

19.04.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 19 April 2024

19.04.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Hedging an energy shock scenario

19.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Hedging an energy shock scenario

19.04.2024 Forex Forex

Forex Flash - 19 April 2024

19.04.2024 Forex Forex

Forex Flash - 19 aprile 2024

19.04.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 19 April 2024

19.04.2024 Equity Company Reports

ErreDue (BUY/New TP EUR 10.5) - Solid FY23 Results

19.04.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

19.04.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

19.04.2024 Commodities Commodity Flash

Commodity Flash - 19 04 2024

19.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.04.2024 Equity Company Reports

Bifire (BUY/New TP EUR 5.4) - A Transitional FY24, New Triggers Expected from FY25E

18.04.2024 Commodities Focus

Focus Commodities - Aggiornamento Materie prime - 18 aprile 2024

18.04.2024 Commodities Focus

Focus Commodity - Global Commodities update - 18 April 2024

18.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.04.2024 Commodities Commodity Flash

Commodity Flash - 17 April 2024

17.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.04.2024 Equity Company Reports

Medica (BUY/New TP EUR 28.6) - Improving 2H23 Results and Yet to Come

16.04.2024 Commodities Commodity Flash

Commodity Flash - 16 April 2024

16.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania ZEW: indagine cautamente meno pessimista

16.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany ZEW: cautiously less pessimistic

16.04.2024 Forex Forex

Forex Flash - 16 April 2024

16.04.2024 Forex Forex

Forex Flash - 16 aprile 2024

16.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PIL del 1° trimestre e dati di marzo 2024

16.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.04.2024 Equity Company Reports

Newlat Food (BUY/New TP EUR 7.8) - 2024: Focus on Margins after FY23 Revenues Hit Historical Record

16.04.2024 Equity Company Reports

Centrale del Latte d'Italia (BUY/TP EUR 4.0) - Organic Volumes’ Growth and Better Pricing in FY23

15.04.2024 Commodities Commodity Flash

Commodity Flash - 15 April 2024

15.04.2024 Equity Company Reports

NB Aurora (BUY/New TP EUR 14.4) - A Turning Point in Dividend Distribution

15.04.2024 Forex Forex

Forex Flash - 12 aprile 2024

15.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.04.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds- 12 April 2024

12.04.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 12 April 2024

12.04.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 12 April 2024

12.04.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 12 April 2024

12.04.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 12 April 2024

12.04.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 12 aprile 2024

12.04.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

12.04.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

12.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Bund swap spread conundrum

12.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero marzo 2024

12.04.2024 Forex Forex

Forex Flash - 12 April 2024

12.04.2024 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 13.7) - Cash Generation is King

12.04.2024 Commodities Commodity Flash

Commodity Flash - 12 April 2024

12.04.2024 Equity Company Reports

Intermonte Partners (BUY/TP EUR 2.8) - Recovery Signs in Early 2024, after FY23 Weighed by Tough Markets

12.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Un taglio dei tassi ufficiali BCE a giugno è quasi certo

11.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Bund swap spread conundrum

11.04.2024 Forex Forex

Forex Flash - 11 April 2024

11.04.2024 Forex Forex

Forex Flash - 11 aprile 2024

11.04.2024 Commodities Commodity Flash

Commodity Flash - 11 April 2024

11.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: IP almost at a standstill in February after January's drop

11.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: produzione industriale quasi ferma a febbraio dopo il calo di gennaio

11.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione marzo 2024

11.04.2024 Equity Company Reports

Avio (HOLD/New TP EUR 11.4) - Focus on Execution

10.04.2024 Equity Company Reports

Eurocommercial Properties (BUY/New TP EUR 25.2) - Broadly Stable Direct Investment Result amid Normalisation in FY24

10.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Curve positions in forward box spreads

10.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Posizioni di curva in box spread sui forward

10.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: Core CPI surprises on the upside again

10.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: sorprende ancora al rialzo il CPI core

10.04.2024 Equity Company Reports

Grifal (BUY/TP EUR 2.8) - Strong Margin Expansion in a Tough Market

10.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The 'light' DEF confirms (for now) the deficit targets, debt up due to Superbonus

10.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Il DEF “leggero” conferma (per ora) gli obiettivi sul deficit, debito in risalita

10.04.2024 Forex Forex

Forex Flash - 10 April 2024

10.04.2024 Forex Forex

Forex Flash - 10 aprile 2024

10.04.2024 Commodities Commodity Flash

Commodity Flash - 10 April 2024

10.04.2024 Equity Company Reports

Iniziative Bresciane (BUY/TP EUR 17.3) - Recovery from Exceptionally Low Production in 2022

10.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.04.2024 Equity Company Reports

Sicily By Car (BUY/TP EUR 10.7) - FY23 Results

09.04.2024 Forex Forex

Forex Flash - 9 April 2024

09.04.2024 Equity Company Reports

Pattern (BUY/New TP EUR 7) - Sound Surprise in FY23, More prudence in FY24E

09.04.2024 Forex Forex

Forex Flash - 9 aprile 2024

09.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.04.2024 Forex Forex

Forex Flash - 8 April 2024

08.04.2024 Equity Company Reports

Eurotech (BUY from HOLD/New TP EUR 1.85) - Still a Low Visibility

08.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: produzione industriale in crescita più delle attese, rischi al rialzo sul PIL nel 1° trimestre

08.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial output rose more than expected, upside risks on Q1 GDP

08.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.04.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds- 05 April 2024

05.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: labour market still robust

05.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: mercato del lavoro ancora robusto

05.04.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 05 April 2024

05.04.2024 Equity Company Reports

illimity (BUY/New TP EUR 6.0) - A Transitional Year

05.04.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 05 April 2024

05.04.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 05 April 2024

05.04.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 5 April 2024

05.04.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 5 aprile 2024

05.04.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

05.04.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

05.04.2024 Forex Forex

Forex Flash - 5 April 2024

05.04.2024 Macroeconomia e Congiuntura Focus

Focus Italy - Towards a 'light' DEF, choices postponed to September

05.04.2024 Macroeconomia e Congiuntura Focus

Focus Italia - Verso un DEF “leggero”, scelte rimandate a settembre

05.04.2024 Forex Forex

Forex Flash - 5 aprile 2024

05.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: rimbalza la produzione industriale a febbraio ma probabilmente frenerà il PIL nel 1° trimestre

05.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: industrial production rebounds in February but will likely be a drag on GDP in Q1

05.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.04.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - ECB: just an Interim policy meeting, this April

04.04.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - BCE: in aprile, riunione interlocutoria del Consiglio direttivo

04.04.2024 Equity Company Reports

EuroGroup Laminations (BUY/TP EUR 5.0) - Pockets of Strength to Leverage on in a Transitional Year

04.04.2024 Forex Forex

Forex Flash - 4 April 2024

04.04.2024 Reddito Fisso Fixed Income Analytics

ECB EAPP Update - 04 April 2024

04.04.2024 Forex Forex

Forex Flash - 4 aprile 2024

04.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.04.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Bearish trend extension

03.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area inflation falls more than expected in March

03.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cala più del previsto l'inflazione area euro a marzo

03.04.2024 Macroeconomia e Congiuntura Focus

Focus Italy - Consumption buoyed by the recovery of purchasing power, but the savings rate will rise back

03.04.2024 Macroeconomia e Congiuntura Focus

Focus Italia - Consumi sostenuti dal recupero di potere d’acquisto ma il tasso di risparmio tornerà a salire

03.04.2024 Forex Forex

Forex Flash - 3 April 2024

03.04.2024 Forex Forex

Forex Flash - 3 aprile 2024

03.04.2024 Equity Company Reports

Altea Green Power (BUY/New TP EUR 11.2) - A Play on BESS Storage Market

03.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMi marzo 2024

02.04.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds- 02 April 2024

02.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.03.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 29 March 2024

29.03.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 29 March 2024

29.03.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 29 March 2024

29.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 29 March 2024

29.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 29 marzo 2024

29.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: inflazione risale a marzo

29.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: inflation increased in March

29.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

29.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

28.03.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - March 2024

28.03.2024 Equity Company Reports

Aeroporto di Bologna (HOLD/New TP EUR 8.2) - FY24-26 adj. EBITDA 8% Cut on Works and New Slots Allocation

28.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: indagini di fiducia di marzo

28.03.2024 Commodities Commodity Flash

Commodity Flash - 28 March 2024

28.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: March business and consumer surveys

28.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.03.2024 Equity Company Reports

FNM (BUY/New TP EUR 0.63) - Strong 4Q23 Performance Shadowed by Cautious Outlook

27.03.2024 Commodities Focus

Focus Commodity: Gold Sector - March 2024

27.03.2024 Forex Forex

Forex Flash - 27 March 2024

27.03.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - March 2024

27.03.2024 Forex Forex

Forex Flash - 27 marzo 2024

27.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro ESI: rimbalza la fiducia a marzo ma su livelli ancora deboli

27.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area ESI: sentiment rebounds in March but still consistent with a sluggish economic activity

27.03.2024 Commodities Commodity Flash

Commodity Flash - 27 March 2024

27.03.2024 Commodities Focus

Focus Commodity - Quarterly Outlook - March 2024

27.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.03.2024 Reddito Fisso Interest Rate Strategy

IRS - 2Y-3Y UST ASW widening on Treasury’s buy-backs

26.03.2024 Reddito Fisso Interest Rate Strategy

IRS - 2-3Y UST ASW in allargamento in vista dei buy-back

26.03.2024 Commodities Focus

Focus Commodity: Settore Orafo - Marzo 2024

26.03.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Marzo 2024

26.03.2024 Forex Forex

Forex Flash - 26 March 2024

26.03.2024 Forex Forex

Forex Flash - 26 marzo 2024

26.03.2024 Commodities Commodity Flash

Commodity Flash - 26 March 2024

26.03.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds - 26 March 2024

26.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.03.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Marzo 2024

25.03.2024 Equity Company Reports

Openjobmetis -

25.03.2024 Forex Forex

Forex Flash - 25 March 2024

25.03.2024 Forex Forex

Forex Flash - 25 marzo 2024

25.03.2024 Commodities Commodity Flash

Commodity Flash - 25 March 2024

25.03.2024 Equity Company Reports

d'Amico International Shipping (BUY/New TP EUR 7.0) - Record Profit in FY23 and Solid 2024 Outlook

25.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 22 marzo 2024

22.03.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 22 March 2024

22.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 22 March 2024

22.03.2024 Forex Forex

G10 Forex - G4 Currencies (Quarterly update) - 22 March 2024

22.03.2024 Reddito Fisso Fixed Income Analytics

Money Market Monitor - Easings in sight

22.03.2024 Forex Forex

Forex G10 - Valute G4 (Aggiornamento trimestrale) - 22 marzo 2024

22.03.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 22 March 2024

22.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

22.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

22.03.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 22 March 2024

22.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: segnali di stabilizzazione dall’IFO

22.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: trying to get back on its feet

22.03.2024 Equity Company Reports

Equita Group (BUY/New TP EUR 4.6) - Strong 4Q in a Still Soft Market; Attractive Dividend Yield Confirmed

22.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: dovish tones, but new quarterly projections are less accommodative

21.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: toni dovish, ma le nuove proiezioni trimestrali sono meno accomodanti

21.03.2024 Forex Forex

Forex Flash - 21 March 2024

21.03.2024 Forex Forex

Forex Flash - 21 marzo 2024

21.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.03.2024 Equity Company Reports

Irce (BUY from HOLD/New TP EUR 3) - Positive Surprise on NWC in FY23 and Upside from New Plant

20.03.2024 Commodities Commodity Flash

Commodity Flash - 20 March 2024

20.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production falls again

20.03.2024 Forex Forex

Forex Flash - 20 March 2024

20.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

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

20.03.2024 Forex Forex

Forex Flash - 20 marzo 2024

20.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.03.2024 Equity Company Reports

Triboo (BUY/TP EUR 1.4) - 2023: A Challenging Year

19.03.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - A long way to normalise yield curve slopes

19.03.2024 Equity Company Reports

Italy's STAR Segment

19.03.2024 Forex Forex

Forex Flash - 19 March 2024

19.03.2024 Forex Forex

Forex Flash - 19 marzo 2024

19.03.2024 Commodities Commodity Flash

Commodity Flash - 19 March 2024

19.03.2024 Equity Company Reports

Sanlorenzo (BUY/New TP EUR 53.5) - The Great Momentum Continued into 2023

19.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.03.2024 Equity Company Reports

LU-VE (BUY/New TP EUR 28.8) - Stable at High Levels in 2023; Growth Expected in 2024

18.03.2024 Forex Forex

Forex Flash - 18 March 2024

18.03.2024 Commodities Commodity Flash

Commodity Flash - 18 March 2024

18.03.2024 Forex Forex

Forex Flash - 18 marzo 2024

18.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di febbraio 2024

18.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.03.2024 Equity Company Reports

Salcef Group (BUY/TP EUR 28.7) - Healthy Top-Line Offsets Margin Softness

18.03.2024 Equity Company Reports

REVO Insurance (BUY/TP EUR 11.6) - Getting Closer to 2025 Targets

18.03.2024 Equity Company Reports

Datalogic (BUY from HOLD/New TP EUR 6.9) - We Should Be Close to the Bottom

15.03.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds - 15 March 2024

15.03.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 15 March 2024

15.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 15 March 2024

15.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 15 marzo 2024

15.03.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 15 March 2024

15.03.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed ancora in attesa, ma preoccupata per il calo troppo lento dell’inflazione

15.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

15.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

15.03.2024 Macroeconomia e Congiuntura Focus

Focus United States - Fed still on hold, but concerned about inflation falling too slowly

15.03.2024 Equity Company Reports

Biesse (BUY/TP EUR 15) - Order Intake Reversal in 2024

15.03.2024 Equity Company Reports

IGD (HOLD/New TP EUR 1.80) - 2024 FFO to be Impacted by Financial Costs

15.03.2024 Commodities Commodity Flash

Commodity Flash - 15 March 2023

15.03.2024 Equity Company Reports

Cellularline (BUY/New TP EUR 5.3) - Strong Performance Abroad

15.03.2024 Equity Company Reports

Zignago Vetro (BUY/TP EUR 17.5) - Short-Term Volatility in 2024, in a Long-Term Secular Trend

15.03.2024 Forex Forex

Forex Flash - 15 March 2024

15.03.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 15 March 2024

15.03.2024 Forex Forex

Forex Flash - 15 marzo 2024

15.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.03.2024 Equity Company Reports

SeSa (BUY/New TP EUR 178) - Overall Solid Results; Market Overreaction, in Our View

14.03.2024 Commodities Commodity Flash

Commodity Flash - 14 March 2024

14.03.2024 Equity Company Reports

Orsero (BUY/New TP EUR 26.0) - A Record Year

14.03.2024 Equity Company Reports

Valsoia (BUY/TP EUR 14.0) - Solid Results, in Line with Estimates

14.03.2024 Forex Forex

Forex Flash - 14 March 2024

14.03.2024 Forex Forex

Forex Flash - 14 marzo 2024

14.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.03.2024 Equity Company Reports

Esprinet (HOLD/TP EUR 5.4) - NFP Improvement Despite a Difficult Environment

14.03.2024 Equity Company Reports

Wiit (BUY/TP EUR 26.7) - Solid Backlog Supports Visibility on FY24

13.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The ECB discloses its future operational framework

13.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - La BCE chiarisce come in futuro sarà gestita la liquidità

13.03.2024 Forex Forex

Forex Flash - 13 March 2024

13.03.2024 Commodities Focus

Focus Commodity - Update caffè - 13 marzo 2024

13.03.2024 Commodities Focus

Focus Commodity - Coffee update - 13 March 2024

13.03.2024 Reddito Fisso Interest Rate Strategy

IRS - Green Bond Brief

13.03.2024 Commodities Commodity Flash

Commodity Flash - 13 March 2024

13.03.2024 Forex Forex

Forex Flash - 13 marzo 2024

13.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.03.2024 Equity Company Reports

BFF Bank (BUY/TP EUR 13.2) - Initiation of Coverage: Ceci n’Est Pas une “Banque”

12.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: Core CPI surprises on the upside again

12.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: sorprende ancora al rialzo il CPI core

12.03.2024 Reddito Fisso Interest Rate Strategy

IRS - Green Bond Brief

12.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.03.2024 Equity Company Reports

Fincantieri (HOLD/New TP EUR 0.58) - Good Plan Execution Raising Mid-Term Visibility

11.03.2024 Forex Forex

Forex Flash - 11 March 2024

11.03.2024 Forex Forex

Forex Flash - 11 marzo 2024

11.03.2024 Equity Company Reports

REVO Insurance (BUY/TP EUR 11.6) - 4Q/FY23 Preview: Nat Cats’ Long Tail Amid Strong GWP Growth

11.03.2024 Commodities Commodity Flash

Commodity Flash - 11 March 2024

11.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.03.2024 Equity Company Reports

Tinexta (BUY/New TP EUR 25.0) - EBITDA Guidance Reached; 2024-26 Targets Unveiled

08.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: more signs of weakness than strength from February labor market data

08.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: più segnali di debolezza che di forza dai dati sul mercato del lavoro di febbraio

08.03.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds - 01 March 2024

08.03.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance -08 March 2024

08.03.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 08 March 2024

08.03.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 08 March 2024

08.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 8 March 2024

08.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 8 marzo 2024

08.03.2024 Forex Forex

Forex Flash - 8 March 2024

08.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

08.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

08.03.2024 Forex Forex

Forex Flash - 8 marzo 2024

08.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: industria rimbalza a gennaio ma...

08.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production rebounds in January but...

07.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The first ECB rate cut will probably be in June

07.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Sarà probabilmente a giugno il primo taglio dei tassi BCE

07.03.2024 Commodities Commodity Flash

Commodity Flash - 07 March 2024

07.03.2024 Forex Forex

Forex Flash - 7 March 2024

07.03.2024 Forex Forex

Forex Flash - 7 marzo 2024

07.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.03.2024 Commodities Focus

Focus Commodity - Global commodities update - March 2024

06.03.2024 Commodities Focus

Focus Commodity Trimestrale

06.03.2024 Forex Forex

Forex Flash - 6 March 2024

06.03.2024 Forex Forex

Forex Flash - 6 marzo 2024

06.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: le "Due Sessioni"

05.03.2024 Forex Forex

Forex Flash - 5 March 2024

05.03.2024 Commodities Commodity Flash

Commodity Flash - 05 March 2024

05.03.2024 Forex Forex

Forex Flash - 5 marzo 2024

05.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: produzione industriale in calo a gennaio, revisione al ribasso per il dato di dicembre

05.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: industrial output drops in January, December data revised down

05.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi

04.03.2024 Forex Forex

Forex Flash - 4 March 2024

04.03.2024 Forex Forex

Forex Flash - 4 marzo 2024

04.03.2024 Commodities Commodity Flash

Commodity Flash - 04 March 2024

04.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 1 March 2024

01.03.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor - 1 marzo 2024

01.03.2024 Forex Forex

Forex Flash - 1 March 2024

01.03.2024 Forex Forex

Forex Flash - 1 marzo 2024

01.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

01.03.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

01.03.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 01 March 2024

01.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - In linea con le attese l’inflazione Eurozona, ma cala meno del previsto l’indice core; stabile il CPI in Italia

01.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation in line with expectations, but core index falls less than anticipated; stable CPI in Italy

01.03.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance - 01 March 2024

01.03.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds -01 March 2024

01.03.2024 Commodities Commodity Flash

Commodity Flash - 01 March 2024

01.03.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 1 March 2024

01.03.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.03.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMI febbraio

01.03.2024 Equity Company Reports

Alkemy (BUY/New TP EUR 17) - Laying the Foundation for Accelerating Growth

29.02.2024 Commodities Commodity Flash

Commodity Flash - 29 02 2024

29.02.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - March crucial for the ECB monetary policy cycle

29.02.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - Marzo cruciale per il ciclo di politica monetaria BCE

29.02.2024 Forex Forex

Forex Flash - 29 February 2024

29.02.2024 Forex Forex

Forex Flash - 29 febbraio 2024