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.

data area categoria titolo download link
15.04.2026 Commodities Commodity Flash

Commodity Flash

15.04.2026 Paesi Emergenti Economia

South Africa - Macroeconomic outlook and implications of the energy shock

15.04.2026 Paesi Emergenti Economia

Sud Africa - Quadro macroeconomico e implicazioni dello shock energetico

15.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.04.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

14.04.2026 Paesi Emergenti Economia

Ethiopia - Progress on reforms, but energy vulnerabilities remain in the spotlight

14.04.2026 Paesi Emergenti Economia

Etiopia - Progressi nelle riforme, ma vulnerabilità energetica sotto i riflettori

14.04.2026 Paesi Emergenti Economia

Brazil - Macroeconomic outlook and conflict risks in the Middle East

14.04.2026 Paesi Emergenti Economia

Brasile - Prospettive macroeconomiche e rischi del conflitto in Medio-Oriente

14.04.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Gloomy scenes of war

14.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.04.2026 Equity Company Reports

REVO Insurance (BUY/New TP EUR 25.4) - Built to Compound

14.04.2026 Equity Company Reports

Banca Profilo (BUY/TP EUR 0.35) - Initiation of Coverage: A New Managerial Grip to Realise the Potential of a Distinctive Model

13.04.2026 Paesi Emergenti Economia

Egypt - Economic outlook and implications of the war in Iran

13.04.2026 Paesi Emergenti Economia

Russia - Fragile growth amid war in Ukraine and Iran

13.04.2026 Equity Company Reports

Franchi Umberto Marmi (BUY/New TP EUR 6.5) - 2026 Expected to Be Supportive in a Business-as-Usual Scenario

13.04.2026 Paesi Emergenti Economia

Egitto - Prospettive economiche e ricadute della guerra in Iran

13.04.2026 Paesi Emergenti Economia

Russia - Crescita fragile tra guerra in Ucraina e in Iran

13.04.2026 Equity Company Reports

Tecno (BUY/TP EUR 5.1) - Solid FY25; In Line with Guidance Given at IPO

13.04.2026 Equity Company Reports

ErreDue (BUY/New TP EUR 12.2) - Orders’ Backlog Boosts 2026 Visibility

13.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.04.2026 Forex Forex

Forex Flash - The market’s relentless search for good news

10.04.2026 Forex Forex

Forex Flash - Il mercato alla ricerca ostinata di buone notizie

10.04.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.04.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.04.2026 Paesi Emergenti Economia

Peru: policy rate steady, eyes on elections

10.04.2026 Paesi Emergenti Economia

Perù: tasso di policy stabile, attese per la tornata elettorale

10.04.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

10.04.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

10.04.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

10.04.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

10.04.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

10.04.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: poco mossa la produzione industriale a febbraio

10.04.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production little changed in February

10.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.04.2026 Equity Company Reports

Cementir Holding (NEUTRAL from BUY/New TP EUR 16.2) - Well Placed in the Current Uncertain Environment

09.04.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Industria tedesca in difficoltà anche prima della guerra

09.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.04.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - German industry struggling even before the war

08.04.2026 Commodities Commodity Flash

Commodity Flash

08.04.2026 Equity Company Reports

Eurocommercial Properties (BUY/New TP EUR 30.4) - Asset Rotation in Sweden and Solid FY25 Results

08.04.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

08.04.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Dalla tregua alla pace? Le incognite su Hormuz e sui negoziati

08.04.2026 Equity Company Reports

Next Geosolutions Europe (BUY/New TP EUR 16.6) - Growth Supports Margins, Investing for the Next Leg

08.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.04.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EGBs and the risk of fragmentation

07.04.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Governativi euro e rischio di frammentazione

07.04.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

07.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.04.2026 Forex Forex

Forex Flash - A new 1990s-style shock

03.04.2026 Forex Forex

Forex Flash - Un nuovo shock anni ‘90

03.04.2026 Paesi Emergenti Economia

United Arab Emirates - The UAE economy faces the test of geopolitical shock

03.04.2026 Paesi Emergenti Economia

Egypt Policy rate unchanged at 20.0%, monetary easing suspended

03.04.2026 Paesi Emergenti Economia

Egitto Policy rate invariato al 20,0%, sospeso l’allentamento monetario

02.04.2026 Commodities Focus

Focus Commodity Gold Sector - April 2026

02.04.2026 Paesi Emergenti Economia

Emirati Arabi Uniti - L’economia emiratina alla prova dello shock geopolitico

02.04.2026 Commodities Focus

Focus Commodity: Settore Orafo - Aprile 2026

02.04.2026 Equity Company Reports

Grifal (NEUTRAL from BUY/New TP EUR 1.28) - Challenging FY25; Management Points to 2026 Stabilisation

02.04.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

02.04.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

02.04.2026 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Marzo 2026

02.04.2026 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook

02.04.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

02.04.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

02.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.04.2026 Commodities Focus

Focus Commodity – Quarterly Outlook – March 2026

01.04.2026 Commodities Focus

Focus Commodity - Scenario trimestrale - Marzo 2026

01.04.2026 Equity Company Reports

Pattern (BUY/TP EUR 5.0) - Investing Through the Downturn with a Solid Positioning

01.04.2026 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 14.7) - Resilience and Recovery in FY26

01.04.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

31.03.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

31.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation rises less than expected in March

31.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Sale meno del previsto l’inflazione area euro a marzo

30.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.03.2026 Paesi Emergenti Economia

Mexico: surprise 25bp rate cut to 6.75%

27.03.2026 Paesi Emergenti Economia

Messico: taglio dei tassi a sorpresa di 25pb al 6,75%

27.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.03.2026 Forex Forex

Forex Flash - G4 Update

27.03.2026 Equity Company Reports

EuroGroup Laminations (NEUTRAL/New TP EUR 1.20) - No Major Surprises from FY26 Guidance: A Tough Year Ahead

27.03.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

27.03.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

27.03.2026 Forex Forex

Forex Flash - G4 update

27.03.2026 Paesi Emergenti Economia

South Africa: policy rate unchanged at 6.75%

27.03.2026 Paesi Emergenti Economia

Sud Africa: tasso di policy invariato al 6,75%

27.03.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

27.03.2026 Macroeconomia e Congiuntura Focus

Focus Euro Area - Residential investment could continue to recover into 2026

27.03.2026 Macroeconomia e Congiuntura Focus

Focus Area Euro - La ripresa degli investimenti residenziali può proseguire nel 2026

27.03.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

27.03.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

27.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

26.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: la guerra pesa sulla fiducia delle famiglie, poco variato il clima per le imprese

26.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia INSEE: meno vulnerabile ma non immune

26.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France INSEE: less vulnerable but not immune

26.03.2026 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - March 2026

26.03.2026 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Marzo 2026

26.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.03.2026 Paesi Emergenti Economia

Chile: policy rate unchanged, upside risks to CPI

25.03.2026 Paesi Emergenti Economia

Cile: tasso di policy invariato, rischi al rialzo sul CPI

25.03.2026 Equity Company Reports

Altea Green Power (BUY/New TP EUR 10.5) - FY25 Miss and Estimates’ Cut Offset by Solid Long-Term Visibility

25.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania IFO: il conflitto pesa sulle aspettative

25.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: the conflict weighs on expectations

25.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.03.2026 Paesi Emergenti Banche e Mercati

Eastern European Banking Landscape - Transformation, Challenges, and Opportunities

24.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: PMIs starting to feel the impact of the conflict

24.03.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

24.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: i PMI risentono dei primi effetti del conflitto

24.03.2026 Equity Company Reports

Irce (BUY/New TP EUR 2.9) - Efficiency and International Expansion to Support Growth

24.03.2026 Equity Company Reports

Italy's STAR Segment - Another Difficult Year? Search for Medium Term Growth Companies

24.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.03.2026 Equity Company Reports

FNM (BUY/New TP EUR 0.68) - Solid FY25 Results; Cautious Outlook for 2026

23.03.2026 Equity Company Reports

Mondadori (BUY/New TP EUR 2.6) - Softer Outlook, but Resilient Fundamentals Confirmed

23.03.2026 Equity Company Reports

Moltiply Group (BUY/New TP EUR 55.1) - Growth and Margins Still at the Forefront

23.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.03.2026 Equity Company Reports

Biesse (BUY/TP EUR 8.0) - On the Path to a Return to Growth, but 2026 Uncertain

23.03.2026 Equity Company Reports

Banca IFIS (BUY/New TP EUR 27.6) - Attractive Yield Amid a Transitional Year

23.03.2026 Equity Company Reports

SYS-DAT (BUY/TP EUR 8.7) - Initiation of Coverage: Quality Growth at an Appealing Valuation

20.03.2026 Equity Company Reports

Aeroporto di Bologna (NEUTRAL/New TP EUR 9.2) - Peering through Clouded Skies

20.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.03.2026 Equity Company Reports

Datalogic (BUY/New TP EUR 5.7) - Operating Leverage Supports in an Uncertain 2026

20.03.2026 Forex Forex

Forex Flash - Inflation is back on the radar of the markets and central banks

20.03.2026 Forex Forex

Forex Flash - L’inflazione ritorna nel radar dei mercati e delle banche centrali

20.03.2026 Paesi Emergenti Economia

Russia Central Bank cuts the key rate by 50 bp to 15.00% p.a.

20.03.2026 Paesi Emergenti Economia

Russia La Banca centrale taglia il tasso di riferimento di 50 punti base al 15,00% annuo.

20.03.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

20.03.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

20.03.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

20.03.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

20.03.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

20.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.03.2026 Equity Company Reports

Avio (BUY/New TP EUR 47.0) - Still Compelling Investment Case despite Adjustments

19.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Macro Rapid Response - ECB: the energy shock destabilises monetary policy

19.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response BCE: lo shock energetico destabilizza lo scenario di politica monetaria

19.03.2026 Paesi Emergenti Economia

Qatar - Growth beyond the crisis, between the boost from the North Field and the uncertainties of the war in Iran

19.03.2026 Paesi Emergenti Economia

Qatar - Crescita oltre la crisi, tra la spinta del North Field e le incognite della guerra in Iran

19.03.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EUR swap inflation, a signal for the ECB

19.03.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Inflazione EUR swap, un segnale per la BCE

19.03.2026 Paesi Emergenti Economia

Brazil: cautious start to easing, growing uncertainty

19.03.2026 Paesi Emergenti Economia

Brasile: cauto avvio dell’allentamento, incertezza crescente

19.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: A rate cut by year-end remains possible, but uncertainty is rising

19.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: resta possibile un taglio entro fine anno, ma aumenta l’incertezza

19.03.2026 Equity Company Reports

Cellularline (BUY/New TP EUR 3.9) - Solid CF Generation Despite Challenging Market

19.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.03.2026 Equity Company Reports

SECO (BUY/TP EUR 3.7) - 4Q/FY25 Preview: Improving Earnings Trajectory

18.03.2026 Macroeconomia e Congiuntura Focus

Focus United States - Fed remains on hold, awaiting assessment of the war’s impact

18.03.2026 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed ancora in pausa, in attesa di valutare l’impatto della guerra

18.03.2026 Equity Company Reports

Eurotech (BUY/TP EUR 1.20) - 4Q25 to Support Growth in 2026, with a Lower EBITDA Breakeven

18.03.2026 Equity Company Reports

Ascopiave (NEUTRAL/New TP EUR 4.0) - Growth and Execution as Key Drivers

18.03.2026 Equity Company Reports

Zignago Vetro (NEUTRAL/TP EUR 8.5) - Good 4Q25, but Gulf War Could Hamper Normalisation

18.03.2026 Equity Company Reports

LU-VE (BUY/TP EUR 45.0) - A Good Exit Speed from 2025 to Support 2026 Growth

18.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.03.2026 Macroeconomia e Congiuntura Focus

Focus Euro area - The labour market put to the test by geopolitical risks

18.03.2026 Paesi Emergenti Economic and Banking Outlook

Economic and Banking Outlook - March 2026

18.03.2026 Macroeconomia e Congiuntura Focus

Focus Area euro - Il mercato del lavoro alla prova dei rischi geopolitici

17.03.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

17.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.03.2026 Equity Company Reports

Equita Group (NEUTRAL/TP EUR 5.8) - Strategic Partnership with ICCREA Acquiring a 15% Stake

16.03.2026 Equity Company Reports

Fine Foods & Pharmaceuticals N.T.M. (BUY/New TP EUR 12.5) - Investment Story Intact; Better Positioned for Macro Headwinds

16.03.2026 Equity Company Reports

MARR (NEUTRAL from BUY/New TP EUR 10.0) - Operational-Logistics Redesign to Still Affect 1H26 Profitability

16.03.2026 Equity Company Reports

Sanlorenzo (BUY/TP EUR 46.7) - Sound Growth in Orders and Successful Turnaround of Swan

16.03.2026 Equity Company Reports

d'Amico International Shipping (BUY/New TP EUR 7.7) - 4Q in Line vs. Estimates; Now Record Strong Spot Rates

16.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.03.2026 Equity Company Reports

Orsero (BUY/TP EUR 25.5) - Solid Delivery

13.03.2026 Equity Company Reports

EuroGroup Laminations (NEUTRAL/TP EUR 1.27) - Navigating Hard Times Ahead

13.03.2026 Paesi Emergenti Economia

Peru: policy rate on hold, inflation risks rising

13.03.2026 Paesi Emergenti Economia

Perù: tasso di policy stabile, rischi inflazionistici in aumento

13.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.03.2026 Forex Forex

Forex Flash - The new hegemony of terms of trade

13.03.2026 Forex Forex

Forex Flash - La nuova egemonia dei “terms of trade"

13.03.2026 Paesi Emergenti Economia

Egypt - Outlook 2026: consolidation of growth, exposure to conflict in Iran, and possible easing of financial support from Gulf countries

13.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

13.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

13.03.2026 Equity Company Reports

Esprinet (BUY/TP EUR 6.7) - CEO Transition Points to Continuity

13.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.03.2026 Reddito Fisso Fixed Income Analytics

Spanish Government Issuance

13.03.2026 Reddito Fisso Fixed Income Analytics

Italian Government Issuance

13.03.2026 Reddito Fisso Fixed Income Analytics

Euro Area Government Issuance

12.03.2026 Equity Company Reports

SeSa (BUY/TP EUR 130.0) - Strong 3Q Confirms Positive Momentum

12.03.2026 Paesi Emergenti Economia

Egitto - Outlook 2026: consolidamento della crescita, esposizione al conflitto in Iran e possibile attenuazione del supporto finanziario dei paesi del Golfo

12.03.2026 Paesi Emergenti Economia

Turkey CBRT leaves policy rate at 37.0% to counter inflationary risks linked to energy price shock

12.03.2026 Paesi Emergenti Economia

Turchia CBRT lascia il tasso di riferimento al 37,0% per contrastare i rischi inflazionistici legati allo shock dei prezzi dell’energia

12.03.2026 Equity Company Reports

Wiit (BUY/New TP EUR 33.6) - Solid Results. Focus on M&A and Capital Allocation

12.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.03.2026 Equity Company Reports

Valsoia (BUY/New TP EUR 13.5) - Resilient Earnings in a Tougher Domestic Backdrop

11.03.2026 Paesi Emergenti Economia

Argentina - Macroeconomic stabilisation and growth prospects

11.03.2026 Paesi Emergenti Economia

Argentina - Stabilizzazione macroeconomica e prospettive di crescita

11.03.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - War, oil and rates

11.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.03.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Guerra, petrolio e tassi

10.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.03.2026 Paesi Emergenti Economia

Russia - Economic stagnation and fiscal pressures amid geopolitical tensions

09.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production fell also in January

09.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: produzione in calo anche a gennaio

09.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.03.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.03.2026 Commodities Focus

Focus Commodity - Iran e mercati delle commodities: quali scenari? - 06 03 2026

06.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: GDP growth revised down in Q4 25

06.03.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

06.03.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

06.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PIL rivisto al ribasso a fine 2025

06.03.2026 Forex Forex

Forex Flash - War in the Middle East: cui prodest?

06.03.2026 Forex Forex

Forex Flash - Guerra in Medio Oriente: cui prodest?

06.03.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

06.03.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

06.03.2026 Reddito Fisso Fixed Income Analytics

Euro Area Government Issuance

06.03.2026 Paesi Emergenti Economia

Russia - Stagnazione economica e pressioni fiscali in un contesto di tensioni geopolitiche

06.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.03.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Steepening

05.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.03.2026 Paesi Emergenti Economia

BRICS Banks - Fundamentals remained good in 2025

04.03.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

04.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

04.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

04.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.03.2026 Macroeconomia e Congiuntura Focus

Focus Italy - Positive impact on Q1 GDP from the Milan-Cortina 2026 Olympics

03.03.2026 Macroeconomia e Congiuntura Focus

Focus Italia - Dalle Olimpiadi di Milano-Cortina 2026 un impatto positivo sul PIL del 1° trimestre

03.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone and Italian inflation surprise on the upside in February

03.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Sorprende al rialzo l’inflazione Eurozona e Italia a febbraio

03.03.2026 Commodities Commodity Flash

Commodity Flash

03.03.2026 Equity Company Reports

doValue (BUY/TP EUR 3.4) - Diversification Opportunities Ahead

03.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.03.2026 Equity Company Reports

IGD (BUY/New TP EUR 5.5) - Positive 4Q/FY25; Deleveraging Underpins 2026 Growth

02.03.2026 Equity Company Reports

Sogefi (NEUTRAL/New TP EUR 2.9) - Weak Guidance Calls for a Double-digit Cut in Estimates

02.03.2026 Macroeconomia e Congiuntura Focus

Focus Global - The impact of AI on the economy: the current state of the art

02.03.2026 Macroeconomia e Congiuntura Focus

Focus Globale - L'impatto dell’IA sull’economia: lo stato dell’arte

02.03.2026 Commodities Commodity Flash

Commodity Flash

02.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: deficit 2025 lievemente superiore alle attese

02.03.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: 2025 deficit slightly higher than expected

02.03.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.02.2026 Macroeconomia e Congiuntura Focus

Focus United States - Tariff chaos, what changes after the Supreme Court ruling

27.02.2026 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Caos dazi, cosa cambia dopo la sentenza della Corte Suprema

27.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

27.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

27.02.2026 Forex Forex

Forex Flash - Dollar put to the test by tariffs

27.02.2026 Forex Forex

Forex Flash - Il dollaro alla prova dei dazi

27.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

26.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.02.2026 Reddito Fisso Fixed Income Analytics

ECB EAPP & PEPP Update

25.02.2026 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - February 2026

25.02.2026 Paesi Emergenti Economia

Nigeria: 50bp cut in policy rate to 26.5%

25.02.2026 Paesi Emergenti Economia

Nigeria: taglio di 50pb del tasso di policy al 26,5%

25.02.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

25.02.2026 Equity Company Reports

Generalfinance (BUY/TP EUR 28.2) - Feedback from Roadshow in Lugano

25.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: INSEE moves away from historical average

24.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: l’INSEE si riallontana dalla media storica

24.02.2026 Paesi Emergenti Economia

United Arab Emirates - Non-oil GDP momentum and macro stability drive growth towards 2027

24.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.02.2026 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Febbraio 2026

23.02.2026 Paesi Emergenti Economia

Emirati Arabi Uniti - Slancio del PIL non oil e stabilità macro spingono la crescita verso il 2027

23.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO index returns to growth in February

23.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: torna a crescere l’IFO a febbraio

23.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

20.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

20.02.2026 Forex Forex

Forex Flash - The "Warsh transition" and the reset of risk premiums

20.02.2026 Forex Forex

Forex Flash - La "transizione Warsh" e il reset dei premi al rischio

20.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: encouraging signs from Germany

20.02.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

20.02.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

20.02.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

20.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

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

19.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.02.2026 Paesi Emergenti Economia

Iran - 2026-27: uncertain prospects for an economy caught between sanctions and instability

18.02.2026 Paesi Emergenti Economia

Iran - 2026-27: prospettive incerte per un’economia sospesa tra sanzioni e instabilità

18.02.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

18.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.02.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Fed, Warsh and the “smallest possible stance”

18.02.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Fed, Warsh e una “smallest possible stance”

17.02.2026 Equity Company Reports

EdiliziAcrobatica (BUY/New TP EUR 8.2) - Expansion Abroad and Offering Evolution Support FY25 Top Line

17.02.2026 Equity Company Reports

Elica (NEUTRAL/New TP EUR 1.70) - The Transformation Strategy Helped to Outpace the Market

17.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.02.2026 Equity Company Reports

Eurotech (BUY from NEUTRAL/New TP EUR 1.20) - Capital Increase to Support Turnaround in the 2026-30 Plan

13.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.02.2026 Forex Forex

Forex Flash - The market believes in Sanaenomics: end of marginalisation of the yen?

13.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

13.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

13.02.2026 Forex Forex

Forex Flash - Il mercato crede alla Sanaenomics: fine della marginalizzazione dello Yen?

13.02.2026 Paesi Emergenti Economia

Russia: CBR surprises markets and cuts policy rate to 15.5% (-50bp)

13.02.2026 Paesi Emergenti Economia

Russia: la CBR sorprende in mercati e taglia il policy rate al 15,5% (-50bp)

13.02.2026 Macroeconomia e Congiuntura Focus

Focus - Italy and the euro area: despite the turbulence, the ship remains afloat

13.02.2026 Macroeconomia e Congiuntura Focus

Focus - Italia e area dell'euro: nonostante le turbolenze, la nave resta a galla

13.02.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

13.02.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

13.02.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

13.02.2026 Commodities Commodity Flash

Commodity Flash

13.02.2026 Paesi Emergenti Economia

Peru: policy rate stable at 4.25%

13.02.2026 Paesi Emergenti Economia

Perù: tasso di policy invariato al 4,25%

13.02.2026 Equity Company Reports

Pattern (BUY/TP EUR 5.0) - Revenues’ Recovery and Knitwear Consolidation

13.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.02.2026 Paesi Emergenti Economia

Egypt: policy rate at 20.0% (-1 pp) and target in Q4 2026

13.02.2026 Paesi Emergenti Economia

Egitto: policy rate al 20,0% (-1 pp) e target nel Q4 2026

12.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production in line with expectations

11.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

11.02.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

11.02.2026 Equity Company Reports

Orsero (BUY/TP EUR 25.5) - Feedback from Roadshow in Luxemburg

11.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.02.2026 Paesi Emergenti Economic and Banking Monitor

Economic and Banking Monitor - February 2026

10.02.2026 Equity Company Reports

Generalfinance (BUY/New TP EUR 28.2) - FY25 Beat Drives EPS Upgrades and Higher Target Price

09.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.02.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.02.2026 Forex Forex

Forex Flash - The Yen seeks confirmation

06.02.2026 Forex Forex

Forex Flash

06.02.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

06.02.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

06.02.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

06.02.2026 Paesi Emergenti Economia

Mexico: pause in the rate-cutting cycle

06.02.2026 Paesi Emergenti Economia

Messico: pausa nell’allentamento monetario

06.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

06.02.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

06.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: l’industria tornerà a crescere nel 2026?

06.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: can industry return to grow in 2026?

05.02.2026 Paesi Emergenti Economia

Monetary stability in Moldova: central bank confirms 5%

05.02.2026 Paesi Emergenti Economia

Stabilità monetaria in Moldova: la banca centrale conferma il 5%

05.02.2026 Paesi Emergenti Banche e Mercati

Canalizzare il risparmio - L’esperienza nei paesi CEE/SEE

05.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: four-speed inflation allow ECB to hold

04.02.2026 Paesi Emergenti Economia

Caucasus & Central Asia - The region that is performing better than expected

04.02.2026 Paesi Emergenti Economia

Caucaso & Asia Centrale - La regione che corre più del previsto

04.02.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: inflazione divergente, BCE in pausa nel 2026

04.02.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

04.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.02.2026 Equity Company Reports

Orsero (BUY/New TP EUR 25.5) - FY26 Guidance

03.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.02.2026 Paesi Emergenti Banche e Mercati

I sistemi bancari nell’Est Europa

02.02.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.01.2026 Reddito Fisso Fixed Income Analytics

Money Market Monitor - EUR Rates: closely monitoring euro

30.01.2026 Paesi Emergenti Banche e Mercati

CEE/SEE countries: slight increase in non-performing loans

30.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

30.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

30.01.2026 Paesi Emergenti Banche e Mercati

Paesi CEE/SEE: sofferenze in leggero aumento

30.01.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

30.01.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

30.01.2026 Reddito Fisso Fixed Income Analytics

Euro Area Government Issuance

30.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PIL in crescita allo 0,3% t/t a fine 2025

30.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: GDP rose +0.3% q/q in Q4 2025

30.01.2026 Commodities Commodity Flash

Commodity Flash

30.01.2026 Forex Forex

Forex Flash - Beyond the Greenback

30.01.2026 Forex Forex

Forex Flash - Oltre il biglietto verde

30.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italian GDP stronger than expected in 2025

30.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PIL italiano più forte del previsto nel 2025

30.01.2026 Paesi Emergenti Economia

South Africa: temporary pause in rate cuts

30.01.2026 Paesi Emergenti Economia

Sud Africa: pausa temporanea nel taglio dei tassi

30.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.01.2026 Paesi Emergenti Economia

Ukraine: policy rate at 15.0% (-0.5 pp)

29.01.2026 Paesi Emergenti Economia

Ucraina: tasso di policy al 15,0% (-0,5 pp)

29.01.2026 Paesi Emergenti Economia

Brazil: Selic rate stable at 15%, dovish tone

29.01.2026 Paesi Emergenti Economia

Brasile: tasso Selic fermo al 15%, tono accomodante

29.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Fed: an "accommodative" pause, for now

29.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Fed: una pausa “accomodante”, per ora

29.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.01.2026 Paesi Emergenti Economia

Chile: policy rate stable at 4.50%

28.01.2026 Paesi Emergenti Economia

Cile: tasso di policy stabile al 4,50%

28.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: household and business confidence improves

28.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: migliora la fiducia di famiglie e imprese

28.01.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

28.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.01.2026 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - January 2026

26.01.2026 Reddito Fisso Fixed Income Analytics

Auction Calendar - EA and US Govt Bonds

26.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.01.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - When trying to see through the fog

23.01.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

23.01.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

23.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

23.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

23.01.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

23.01.2026 Macroeconomia e Congiuntura Focus

Focus United States - Fed on hold amid growing political pressure

23.01.2026 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Fed in pausa, in un contesto di crescente pressione politica

23.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

23.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

23.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: PMIs below expectations again in January

23.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PMI inferiori alle attese anche a gennaio

23.01.2026 Commodities Focus

Focus Commodity - Global Commodities nell’Era Trump: la Rivincita degli “Hard Assets” - 23 01 2026

23.01.2026 Commodities Focus

Focus Commodity - Global Commodities in the Trump Era: the Resurgence of “Hard Assets” - 23 01 2026

23.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.01.2026 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Gennaio 2026

22.01.2026 Paesi Emergenti Economia

Turkey: policy rate at 37.0% (-100 bp). Monetary easing continues

22.01.2026 Paesi Emergenti Economia

Turchia: tasso di policy al 37,0% (-100 bp). Prosegue l’allentamento monetario

22.01.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EGBs and EU bonds: more debt and more cohesion

22.01.2026 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EGBs and EU bonds: more debt and more cohesion

21.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.01.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

20.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.01.2026 Reddito Fisso Fixed Income Analytics

Auction Calendar - EA and US Govt Bonds

19.01.2026 Equity Company Reports

Sogefi (NEUTRAL/New TP EUR 3.2) - A Step Ahead in Footprint Optimisation

19.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

16.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

16.01.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

16.01.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

16.01.2026 Forex Forex

Forex Flash

16.01.2026 Forex Forex

Forex Flash

16.01.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

16.01.2026 Forex Forex

Forex Flash

16.01.2026 Forex Forex

Forex Flash

16.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

16.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

16.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.01.2026 Paesi Emergenti Economia

Saudi Arabia - Non-oil sector boost accelerates new growth in 2026-2027

15.01.2026 Paesi Emergenti Economia

Arabia Saudita - La spinta del non oil accelera la nuova crescita 2026-2027

15.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: torna a crescere, di poco, il PIL nel 2025

15.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: GDP to return to growth, modestly, in 2025

15.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: rimbalza assai più del previsto la produzione industriale

15.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Industrial output rebounds much more than expected

15.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.01.2026 Commodities Focus

Focus Commodity: Gold Sector - January 2026

14.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.01.2026 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

13.01.2026 Paesi Emergenti Economia

BRICS+ - Outlook 2026

13.01.2026 Commodities Focus

Focus Commodity: Settore Orafo - Gennaio 2026

13.01.2026 Paesi Emergenti Economia

Ethiopia - Progress in reforms and economic Outlook

13.01.2026 Paesi Emergenti Economia

South Africa - Moderate growth and low inflation

13.01.2026 Paesi Emergenti Economia

Brazil - Moderate GDP growth and falling inflation

13.01.2026 Paesi Emergenti Economia

Etiopia - Progressi nelle riforme e prospettive economiche

13.01.2026 Paesi Emergenti Economia

Sud Africa - Crescita a ritmi moderati e inflazione contenuta

13.01.2026 Paesi Emergenti Economia

Brasile - Moderata espansione del PIL e discesa dell’inflazione

13.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.01.2026 Reddito Fisso Fixed Income Analytics

Auction Calendar - EA and US Govt Bonds

12.01.2026 Paesi Emergenti Economia

BRICS+ - Outlook 2026

12.01.2026 Equity Company Reports

REVO Insurance (BUY/New TP EUR 23.2) - Nimbleness + M&A Optionality Drive Rerating Potential

12.01.2026 Commodities Commodity Flash

Commodity Flash

12.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

09.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

09.01.2026 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

09.01.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

09.01.2026 Forex Forex

Forex Flash

09.01.2026 Forex Forex

Forex Flash

09.01.2026 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

09.01.2026 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

09.01.2026 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

09.01.2026 Commodities Commodity Flash

Commodity Flash

09.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial output rose again in November

09.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: cresce ancora la produzione a novembre

09.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.01.2026 Paesi Emergenti Economia

Cina - Congiuntura e prospettive

08.01.2026 Commodities Commodity Flash

Commodity Flash

08.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

07.01.2026 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione in calo al 2% nell’Eurozona, in lieve salita in Italia

07.01.2026 Reddito Fisso Fixed Income Analytics

Auction Calendar - EA and US Govt Bonds

07.01.2026 Paesi Emergenti Economia

CEE Countries - Macroeconomic and sectoral dynamics

07.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.01.2026 Reddito Fisso Fixed Income Analytics

2026 Euro Area Government Issuance

05.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.01.2026 Equity Equity Daily

Specialist/CB Equity Morning Watch

31.12.2025 Paesi Emergenti Economia

Paesi CEE - Dinamica macroeconomica e settoriale

30.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.12.2025 Equity Company Reports

Mondadori (BUY/TP EUR 2.7) - Strengthening Digital Assets to Unlock Group Value

29.12.2025 Equity Company Reports

Eurocommercial Properties (BUY/New TP EUR 30.6) - Refinancing and Leasing Reinforce the Investment Story

29.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.12.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

23.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.12.2025 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

22.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.12.2025 Paesi Emergenti Economia

Russia Policy rate at 16.0% (-50bp). The CBR continues with cautious monetary easing

22.12.2025 Paesi Emergenti Economia

Russia Policy rate al 16,0% (-50bp). La CBR prosegue con un cauto allentamento monetario

19.12.2025 Forex Forex

G4 Forex - Pro-cyclical trend in global currencies

19.12.2025 Forex Forex

Forex G10 - Andamento pro ciclico delle valute globali

19.12.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.12.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.12.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - December 2025

19.12.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

19.12.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

19.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

19.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: migliora la fiducia di famiglie e imprese dei servizi

19.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.12.2025 Equity Company Reports

SeSa (BUY/New TP EUR 130.0) - Organic Growth Accelerates in 2Q

18.12.2025 Paesi Emergenti Economia

Turkey - Strategic hub with growth and opportunities, but external vulnerabilities and dependence on foreign capital remain key challenges

18.12.2025 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Dicembre 2025

18.12.2025 Paesi Emergenti Economia

Turchia - HUB strategico con crescita e opportunità, ma vulnerabilità esterne e dipendenza da capitali esteri restano le sfide cruciali

18.12.2025 Paesi Emergenti Economia

India - Gaining momentum

18.12.2025 Paesi Emergenti Economia

India - Sempre più slancio

18.12.2025 Commodities Commodity Flash

Commodity Flash

18.12.2025 Paesi Emergenti Economia

China - Slowdown will prompt further stimulus measures in 2026

18.12.2025 Paesi Emergenti Economia

Cina - Il rallentamento spingerà ad ulteriori misure di stimolo nel 2026

18.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.12.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - December 2025

17.12.2025 Equity Company Reports

Seri Industrial (NEUTRAL/New TP EUR 4.2) - Strong Catalyst Ahead, but Overall Visibility Not Improved Yet

17.12.2025 Paesi Emergenti Economia

Chile: 25bp cut in policy rate to 4.50%

17.12.2025 Paesi Emergenti Economia

Cile: taglio di 25pb del tasso di policy al 4,50%

17.12.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

17.12.2025 Commodities Commodity Flash

Commodity Flash

17.12.2025 Paesi Emergenti Economic and Banking Outlook

Economic and Banking Outlook - December 2025

17.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: IFO ancora in calo a dicembre

17.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO fell further in December

17.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.12.2025 Paesi Emergenti Note

La Finanza islamica - Peculiarità e recente andamento

16.12.2025 Reddito Fisso Interest Rate Strategy

IRS - EU issuance: back to the future

16.12.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Dicembre 2025

16.12.2025 Reddito Fisso Interest Rate Strategy

IRS- Emissioni UE: ritorno al futuro

16.12.2025 Commodities Focus

Focus Commodity - Commodity Quarterly Outlook - December 2025

16.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: PMIs below expectations in December

16.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PMI inferiori alle attese a dicembre

16.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.12.2025 Commodities Focus

Focus Commodity Trimestrale

15.12.2025 Commodities Focus

Focus Commodity Trimestrale

15.12.2025 Equity Company Reports

Growens (BUY from NEUTRAL/New TP EUR 4.1) - Beefree Growth Path Continues

15.12.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Themes for heading into 2026

15.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: November 2025 activity data

15.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di attività novembre 2025

15.12.2025 Commodities Focus

Focus Commodity - Cacao - Revisione Stime - 15 12 2025

15.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.12.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

12.12.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

12.12.2025 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

12.12.2025 Forex Forex

Forex Flash

12.12.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

12.12.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

12.12.2025 Macroeconomia e Congiuntura Focus

Focus United States - Is there a real risk of the Fed losing its independence?

12.12.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Perdita di indipendenza della Fed: rischio reale?

12.12.2025 Paesi Emergenti Economia

Peru: policy rate stable at 4.25%

12.12.2025 Paesi Emergenti Economia

Perù: tasso di policy stabile al 4,25%

12.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.12.2025 Paesi Emergenti Economia

Ucraina: tasso di policy invariato al 15,5%

11.12.2025 Paesi Emergenti Economia

Moldova: policy rate at 5.00% (-100 bp). Monetary easing continues

11.12.2025 Paesi Emergenti Economia

Moldova: policy rate al 5,00% (-100 bp). Prosegue l’allentamento monetario

11.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The Fed does not disappoint expectations of a cut, but prepares for a pause

11.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - La Fed non delude le attese di taglio, ma si prepara a una pausa

11.12.2025 Paesi Emergenti Economia

Turkey: policy rate at 38.0% (-150 bp). Monetary easing continues

11.12.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 38,0% (-150 bp). Prosegue l’allentamento monetario

11.12.2025 Paesi Emergenti Economia

Brazil: Selic rate remains stable at 15%

11.12.2025 Paesi Emergenti Economia

Brasile: tasso Selic fermo al 15%

11.12.2025 Commodities Commodity Flash

Commodity Flash

10.12.2025 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

10.12.2025 Commodities Commodity Flash

Commodity Flash

10.12.2025 Paesi Emergenti Economia

Egypt - Economic growth and investment amid geopolitical risks and debt

10.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

10.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

10.12.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

10.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: a step forward, but the road is long

10.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: un passo in avanti ma la strada resta lunga

10.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation Novembre 2025

10.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione novembre 2025

09.12.2025 Paesi Emergenti Economia

Egitto - Crescita economica e investimenti, tra rischi geopolitici e debito

09.12.2025 Macroeconomia e Congiuntura Focus

Focus United States - FOMC: hawkish cut or dovish pause?

09.12.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: taglio “hawkish” o pausa “dovish”?

09.12.2025 Paesi Emergenti Banche e Mercati

Emerging Europe - Financial inclusion is strengthening

09.12.2025 Paesi Emergenti Banche e Mercati

Paesi emergenti - Si rafforza l'inclusione finanziaria

09.12.2025 Commodities Commodity Flash

Commodity Flash

09.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Foreign Trade, November 2025

09.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero, novembre 2025

05.12.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

05.12.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

05.12.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

05.12.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

05.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - India: RBI returns to cut rates

05.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - India: la RBI torna a tagliare i tassi

05.12.2025 Commodities Commodity Flash

Commodity Flash

05.12.2025 Paesi Emergenti Economia

Russia - Slowdown and uncertainty for the Russian economy amid war, inflation and dependence on Asia

05.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.12.2025 Paesi Emergenti Economia

Russia - Rallentamento e incertezza per l’economia russa tra guerra, inflazione e dipendenza dall’Asia

04.12.2025 Forex Forex

Forex Flash

04.12.2025 Forex Forex

Forex Flash

04.12.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - Southern Europe: Don’t call it "the periphery"

04.12.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - Europa meridionale: non chiamatela "periferia"

04.12.2025 Commodities Commodity Flash

Commodity Flash

04.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.12.2025 Commodities Commodity Flash

Commodity Flash

03.12.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

03.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - RatingDog services PMI - November 2025

03.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

02.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation rises by one tenth to 2.2%

02.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - L’inflazione Eurozona risale di un decimo al 2,2%

02.12.2025 Commodities Commodity Flash

Commodity Flash

02.12.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - EA and US Govt Bonds

02.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.12.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Eurozone: 2026 sovereign bond issuance

02.12.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Eurozona: emissioni governative 2026

01.12.2025 Commodities Commodity Flash

Commodity Flash

01.12.2025 Forex Forex

Forex Flash

01.12.2025 Paesi Emergenti Economia

United Arab Emirates - Growth supported by diversification and fiscal soundness

01.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: PMI indices November 2025

01.12.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.12.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMI novembre 2025

28.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.11.2025 Reddito Fisso Fixed Income Analytics

2026 Spanish Government Issuance

28.11.2025 Reddito Fisso Fixed Income Analytics

2026 Italian Government Issuance

28.11.2025 Paesi Emergenti Economia

Emirati Arabi Uniti - Crescita sostenuta da diversificazione e solidità fiscale

28.11.2025 Forex Forex

Forex Flash

28.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

28.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

28.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

28.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: inflation continues to surprise on the downside

28.11.2025 Paesi Emergenti Economia

Ghana - Substantial Progress in Sovereign Debt Restructuring

28.11.2025 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 16.1) - Powered up by Seven

28.11.2025 Equity Company Reports

Feedback from ISMO Lugano Conference

28.11.2025 Paesi Emergenti Economia

Ghana - Significativi progressi nella ristrutturazione del debito estero

28.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.11.2025 Paesi Emergenti Economia

Nigeria - Significant progress towards greater macroeconomic stability

27.11.2025 Paesi Emergenti Economia

Angola - Vulnerability to crude oil prices: growing challenges and risks

27.11.2025 Paesi Emergenti Economia

Nigeria - Significativi progressi verso una maggiore stabilità macroeconomica

27.11.2025 Paesi Emergenti Economia

Angola - Vulnerabilità ai prezzi del greggio: sfide e rischi crescenti

27.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

27.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

27.11.2025 Paesi Emergenti Economia

China - Non-tariff barriers and the rare earths ace

27.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.11.2025 Equity Company Reports

LU-VE (BUY/New TP EUR 45.0) - Order Intake to Sustain 2026 Growth

26.11.2025 Paesi Emergenti Economia

Nigeria: policy rate stable at 27.0%

26.11.2025 Paesi Emergenti Economia

Nigeria: tasso di policy invariato al 27,0%

26.11.2025 Equity Company Reports

Banca Sistema (BUY from NEUTRAL/New TP EUR 2.0) - A Cheerful Greeting from Catania

26.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.11.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - EA and US Govt Bonds

25.11.2025 Paesi Emergenti Economia

Cina - Le barriere non tariffarie e l’asso delle terre rare

25.11.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

25.11.2025 Equity Company Reports

Irce (BUY/New TP EUR 3.4) - 3Q/9M25: Weak Volumes but Working on Efficiencies

25.11.2025 Equity Company Reports

IGD (BUY/New TP EUR 3.9) - Execution of Business Plan is Proceeding Well

25.11.2025 Commodities Commodity Flash

Commodity Flash

25.11.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - November 2025

24.11.2025 Paesi Emergenti Economia

Sub-Saharan Africa - Sustained growth, despite persistent fiscal, monetary and external vulnerabilities

24.11.2025 Commodities Commodity Flash

Commodity Flash

24.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO dips in November

24.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: corregge l’IFO a novembre

24.11.2025 Paesi Emergenti Economia

Iran - Growth hampered by instability and sanctions

24.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.11.2025 Paesi Emergenti Economia

Africa Sub-Sahariana - Crescita sostenuta, nonostante le persistenti vulnerabilità fiscali, monetarie ed esterne

21.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.11.2025 Forex Forex

Forex Flash

21.11.2025 Paesi Emergenti Economia

Iran - Crescita ostacolata da instabilità e sanzioni

21.11.2025 Forex Forex

Forex Flash

21.11.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

21.11.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - 2026 Italian Government Bond Issuance

21.11.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - 2026 Italian Government Bond Issuance

21.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

21.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

21.11.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

21.11.2025 Commodities Commodity Flash

Commodity Flash

21.11.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

21.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: a manufacturing setback, services still leading

21.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: battuta d’arresto per la manifattura, i servizi restano trainanti

21.11.2025 Paesi Emergenti Economia

South Africa: 25bp cut in repo rate to 6.75%

21.11.2025 Equity Company Reports

Equita Group (NEUTRAL/New TP EUR 5.8) - From Transition to Best Year Yet

21.11.2025 Paesi Emergenti Economia

Sud Africa: taglio di 25pb del tasso repo al 6,75%

21.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.11.2025 Paesi Emergenti Economia

Egypt: policy rate unchanged at 22.0%

21.11.2025 Paesi Emergenti Economia

Egitto: policy rate invariato al 22,0%

20.11.2025 Equity Company Reports

Eurotech (NEUTRAL/TP EUR 1.00) - EBITDA Break-Even Lowered, Working to Sustain Order Intake

20.11.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

20.11.2025 Equity Company Reports

Moltiply Group (BUY/New TP EUR 57.8) - Maintaining a Robust Growth Path Also in 3Q25

20.11.2025 Commodities Commodity Flash

Commodity Flash

20.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.11.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

19.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.11.2025 Equity Company Reports

Altea Green Power (BUY/TP EUR 11.9) - MACSE Auction Not Derailed BP Targets

18.11.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

18.11.2025 Equity Company Reports

Sicily By Car (BUY/New TP EUR 5.7) - Driving at a Good Pace, in Italy and Abroad

18.11.2025 Equity Company Reports

MARR (BUY/New TP EUR 14.4) - Revenues’ Normalisation Underway, Margin Postponed to 2026

18.11.2025 Commodities Commodity Flash

Commodity Flash

18.11.2025 Paesi Emergenti Banche e Mercati

SEE area - Diversified loan and deposits’ growth rates

18.11.2025 Equity Company Reports

FNM (BUY/New TP EUR 0.71) - EBITDA Beat, Capex Guidance Adjusted

18.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.11.2025 Equity Company Reports

Datalogic (BUY/New TP EUR 6.5) - DC and IA Orders Intake to Steadily Grow from 4Q25

17.11.2025 Commodities Commodity Flash

Commodity Flash

17.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.11.2025 Equity Company Reports

Orsero (BUY/TP EUR 26.0) - Solid Delivery in 3Q/9M

14.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.11.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.11.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

14.11.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

14.11.2025 Paesi Emergenti Economia

Peru: policy rate unchanged at 4.25%

14.11.2025 Paesi Emergenti Economia

Perù: tasso di policy invariato al 4,25%

14.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

14.11.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

14.11.2025 Equity Company Reports

Biesse (BUY from NEUTRAL/New TP EUR 8.0) - Likely at the Bottom of the Cycle

14.11.2025 Commodities Commodity Flash

Commodity Flash

14.11.2025 Equity Company Reports

doValue (BUY/TP EUR 3.4) - Solid Margin Expansion

14.11.2025 Forex Forex

Forex Flash

14.11.2025 Forex Forex

Forex Flash

14.11.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

14.11.2025 Macroeconomia e Congiuntura Focus

Focus Italy - Potential GDP: the ‘speed limit’ problem

14.11.2025 Macroeconomia e Congiuntura Focus

Focus Italia - PIL potenziale: il problema del “limite di velocità”

14.11.2025 Equity Company Reports

Mondadori (BUY/TP EUR 2.7) - 3Q In Line and Supportive Current Trading

14.11.2025 Equity Company Reports

Wiit (BUY/TP EUR 26.2) - Positive Momentum Confirmed

14.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: October 2025 activity data

14.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di attività ottobre 2025

13.11.2025 Equity Company Reports

Esprinet (BUY/TP EUR 6.7) - Positive Set of Results; Guidance Reiterated

13.11.2025 Commodities Commodity Flash

Commodity Flash

13.11.2025 Equity Company Reports

d'Amico International Shipping (BUY/New TP EUR 6.3) - Profitable 3Q and Good Visibility on 4Q

13.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.11.2025 Equity Company Reports

Tinexta (No Rating) - FY Guidance Revised on ABF Weakness

12.11.2025 Equity Company Reports

Cellularline (BUY/TP EUR 4.1) - Resilient Margin & Cash Generation Despite Top-Line Pressure

12.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: rimbalza più del previsto la produzione industriale

12.11.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial output rebounds more than expected

12.11.2025 Commodities Commodity Flash

Commodity Flash

12.11.2025 Equity Company Reports

Valsoia (BUY/TP EUR 14.0) - Stable Sales, Solid NFP; Cost Inflation Still a Headwind

11.11.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

11.11.2025 Equity Company Reports

Zignago Vetro (NEUTRAL/New TP EUR 8.5) - A Still Mixed Scenario Ahead

11.11.2025 Equity Company Reports

NatWest (BUY/New TP GBp 672) - Positive Momentum

11.11.2025 Equity Company Reports

Ascopiave (NEUTRAL/New TP EUR 3.6) - Looking for M&A Opportunities to Keep Up the Momentum

11.11.2025 Commodities Commodity Flash

Commodity Flash

11.11.2025 Equity Company Reports

SECO (BUY/TP EUR 3.7) - 3Q Results Support FY25 Guidance Confirmation

11.11.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.11.2025 Equity Company Reports

Fine Foods & Pharmaceuticals N.T.M. (BUY/New TP EUR 12.8) - On a Solid Trajectory

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