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 internet di Intesa Sanpaolo, sul sito del Gruppo Intesa Sanpaolo.

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

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18.03.2025 Paesi Emergenti Economia

Egypt: challenges remain, but risks tilted downwards

18.03.2025 Reddito Fisso Interest Rate Strategy

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

18.03.2025 Equity Company Reports

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

18.03.2025 Equity Company Reports

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

18.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.03.2025 Macroeconomia e Congiuntura Focus

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

17.03.2025 Macroeconomia e Congiuntura Focus

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

17.03.2025 Equity Company Reports

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

17.03.2025 Paesi Emergenti Economia

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

17.03.2025 Reddito Fisso Interest Rate Strategy

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

17.03.2025 Forex Forex

Forex Flash

17.03.2025 Forex Forex

Forex Flash

17.03.2025 Commodities Commodity Flash

Commodity Flash

17.03.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

17.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: economic data February 2025

17.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati economici febbraio 2025

17.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.03.2025 Equity Company Reports

Orsero (BUY/TP EUR 24.6) - Solid Cash Flow Generation

14.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.03.2025 Commodities Focus

Focus Commodity - Quarterly Outlook - March 2025

14.03.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

14.03.2025 Forex Forex

Forex Flash

14.03.2025 Commodities Focus

Focus Commodity - Scenario Commodity Trimestrale - Marzo 2025

14.03.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

14.03.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

14.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

14.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

14.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production rebounds in January

14.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: rimbalza la produzione industriale a gennaio

14.03.2025 Paesi Emergenti Economia

Peru: interest rates unchanged at 4.75%

14.03.2025 Paesi Emergenti Economia

Perù: tassi di interesse invariati al 4,75%

14.03.2025 Forex Forex

Forex Flash

14.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.03.2025 Equity Company Reports

SeSa (BUY/TP EUR 151.2) - Well on Track for Full Recovery

13.03.2025 Commodities Commodity Flash

Commodity Flash

13.03.2025 Paesi Emergenti Commercio e IDE

Egypt

13.03.2025 Forex Forex

Forex Flash

13.03.2025 Forex Forex

Forex Flash

13.03.2025 Equity Company Reports

Cellularline (BUY/TP EUR 4.7) - Solid Cash Generation in FY24

13.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.03.2025 Equity Company Reports

Wiit (BUY/New TP EUR 25.0) - Strong Backlog Provides High Visibility on 2025

12.03.2025 Equity Company Reports

Esprinet (BUY/TP EUR 6.6) - Growth Acceleration in 4Q; Appealing Dividend

12.03.2025 Paesi Emergenti Commercio e IDE

Egitto

12.03.2025 Paesi Emergenti Economia

Argentina - Positive macroeconomic results come at a high social cost

12.03.2025 Paesi Emergenti Economia

Iran: weak growth with a negative outlook

12.03.2025 Forex Forex

Forex Flash

12.03.2025 Forex Forex

Forex Flash

12.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.03.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

11.03.2025 Paesi Emergenti Economia

Positivi risultati macroeconomici seppur con elevati costi sociali

11.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - The net effect will matter

11.03.2025 Paesi Emergenti Economia

Iran: crescita debole con prospettive negative

11.03.2025 Forex Forex

Forex Flash

11.03.2025 Paesi Emergenti Banche e Mercati

BRICS - Banche

11.03.2025 Forex Forex

Forex Flash

11.03.2025 Commodities Commodity Flash

Commodity Flash

11.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.03.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

10.03.2025 Forex Forex

Forex Flash

10.03.2025 Forex Forex

Forex Flash

10.03.2025 Commodities Commodity Flash

Commodity Flash

10.03.2025 Paesi Emergenti Economia

Brazil: impact of US tariffs

10.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production bounces back but near-term risks remain skewed to the downside

10.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: rimbalza la produzione industriale ma nel breve termine prevalgono i rischi al ribasso

10.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation February 2025

10.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione febbraio 2025

07.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.03.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

07.03.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

07.03.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

07.03.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

07.03.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

07.03.2025 Commodities Commodity Flash

Commodity Flash

07.03.2025 Equity Company Reports

Tinexta (BUY/New TP EUR 17.5) - Reassuring Messages from CMD

07.03.2025 Paesi Emergenti Commercio e IDE

Turkey - Inward FDI still growing, higher stock

07.03.2025 Paesi Emergenti Economia

Brasile: impatto dei dazi USA

07.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade January-February 2025

07.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero gennaio-febbraio 2025

06.03.2025 Paesi Emergenti Commercio e IDE

Turchia – IDE inward ancora in crescita, stock elevato

06.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The ECB delivers another 25bp cut, but pauses can no longer be ruled out from now on

06.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - altro taglio di 25 punti base dalla BCE, ma da ora in poi una pausa non può più essere esclusa

06.03.2025 Paesi Emergenti Economia

Turkey: policy rate at 42.5% (-2.5 p.p.)

06.03.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 42,5% (-2,5 p.p)

06.03.2025 Paesi Emergenti Economia

Ukraine: policy rate at 15.5% (+1.0 p.p.)

06.03.2025 Paesi Emergenti Economia

Ucraina: tasso di policy al 15,5% (+1,0 p.p.)

06.03.2025 Forex Forex

Forex Flash

06.03.2025 Forex Forex

Forex Flash

06.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: rethinking fiscal attitude

06.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: ripensando l’assetto fiscale

06.03.2025 Commodities Commodity Flash

Commodity Flash

06.03.2025 Paesi Emergenti Economia

Russia - GDP 2024 still growing strongly, slowing in 2025

06.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.03.2025 Equity Company Reports

Generalfinance (BUY/New TP EUR 16.7) - New BP Confirms Growth Path is on Track

05.03.2025 Paesi Emergenti Economia

Russia: PIL 2024 ancora in forte crescita, in rallentamento nel 2025

05.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Bund swap spread: Still room of tightening

05.03.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Bund ASW: ancora spazio di tightening

05.03.2025 Commodities Commodity Flash

Commodity Flash

05.03.2025 Forex Forex

Forex Flash

05.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: PIL rivisto marginalmente al rialzo a fine 2024

05.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: GDP revised marginally upwards at end 2024

05.03.2025 Forex Forex

Forex Flash

05.03.2025 Paesi Emergenti Commercio e IDE

Turkey - Turkish economy increasingly integrated in trade between Europe and the East

05.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin services PMI February 2025

05.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi Caixin febbraio 2025

04.03.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

04.03.2025 Paesi Emergenti Economia

Turchia - L’economia turca sempre più integrata negli scambi tra l’Europa e l’Oriente

04.03.2025 Paesi Emergenti Economia

Indo Pacific Region and Africa: an Economic Overview

04.03.2025 Forex Forex

Forex Flash

04.03.2025 Commodities Commodity Flash

Commodity Flash

04.03.2025 Forex Forex

Forex Flash

04.03.2025 Equity Company Reports

Sogefi (HOLD/TP EUR 2.3) - Navigating a Tough FY25 while Executing on Suspensions

04.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.03.2025 Forex Forex

Forex Flash

03.03.2025 Forex Forex

Forex Flash

03.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation down only marginally in February

03.03.2025 Commodities Commodity Flash

Commodity Flash

03.03.2025 Equity Company Reports

doValue (BUY/TP EUR 2.6) - Solid Year-End with Strong Start to 2025

03.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: 2024 deficit better than expected

03.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response * Italia: deficit 2024 migliore del previsto

03.03.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

03.03.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

03.03.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

28.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.02.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

28.02.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

28.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

28.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

28.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: national inflation rises again, HICP stable

28.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: sale ancora l’inflazione nazionale, stabile l’IPCA

28.02.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - US Treasury: does the market still believe in a soft landing?

28.02.2025 Forex Forex

Forex Flash

28.02.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

28.02.2025 Forex Forex

Forex Flash

28.02.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - US Treasury: il mercato crede ancora in un soft landing?

28.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.02.2025 Paesi Emergenti Commercio e IDE

Sub-Saharan Africa - New Minerals and Metals

27.02.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - Trumpian chaos will make ECB monetary policy even more adaptive

27.02.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - Il caos trumpiano renderà la politica monetaria BCE ancora più adattiva

27.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: surveys consistent with a 0.2% q/q GDP growth in Q1, yet new risks are looming

27.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: indagini di fiducia coerenti con un PIL in crescita a 0,2% t/t ma aumentano i rischi futuri

27.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: segnali misti dalle indagini di fiducia di febbraio

27.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: mixed signals from February confidence surveys

27.02.2025 Paesi Emergenti Economia

United Arab Emirates - Solid economic growth and good prospects

27.02.2025 Paesi Emergenti Commercio e IDE

Africa Sub-Sahariana – I nuovi minerali e metalli

27.02.2025 Equity Company Reports

Alkemy (HOLD/TP EUR 12.0) - Final Steps towards Delisting

27.02.2025 Forex Forex

Forex Flash

27.02.2025 Forex Forex

Forex Flash

27.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.02.2025 Forex Forex

Forex Flash

26.02.2025 Forex Forex

Forex Flash

26.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.02.2025 Paesi Emergenti Economia

Emirati Arabi Uniti - Crescita economica solida e prospettive buone

25.02.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy

25.02.2025 Paesi Emergenti Economia

Hungary: Policy rate still at 6.50%

25.02.2025 Paesi Emergenti Economia

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

25.02.2025 Equity Company Reports

EuroGroup Laminations (BUY/New TP EUR 3.8) - Early 4Q24 Outlook and Factoring in the Tough Scenario Ahead

25.02.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

25.02.2025 Forex Forex

Forex Flash

25.02.2025 Forex Forex

Forex Flash

25.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.02.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

24.02.2025 Paesi Emergenti Economia

Hungary - Sectoral VA and network analysis with Input-Output tables

24.02.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

24.02.2025 Forex Forex

Forex Flash

24.02.2025 Equity Company Reports

Altea Green Power (BUY/New TP EUR 12.0) - BESS Storage Leads FY24 Estimates’ Beat

24.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: elections and IFO index

24.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: elezioni e indice IFO

24.02.2025 Forex Forex

Forex Flash

24.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.02.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

21.02.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

21.02.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

21.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

21.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

21.02.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Disinflation's last endless mile

21.02.2025 Forex Forex

Forex Flash

21.02.2025 Paesi Emergenti Economia

Nigeria: policy rate stable at 27.5%

21.02.2025 Forex Forex

Forex Flash

21.02.2025 Paesi Emergenti Economia

Nigeria: tasso di policy stabile al 27,5%

21.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: stabilising

21.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: in stabilizzazione a bassi livelli

21.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.02.2025 Paesi Emergenti Economia

Egypt: Central Bank leaves policy rate unchanged at 28.25%

20.02.2025 Paesi Emergenti Economia

Egitto: Banca centrale lascia invariato il policy rate al 28,25%

20.02.2025 Paesi Emergenti Economia

Ungheria: VA settoriale e network analysis con le tavole Input-Output

20.02.2025 Paesi Emergenti Economia

Mexico: risks to growth from US protectionism

20.02.2025 Forex Forex

Forex Flash

20.02.2025 Forex Forex

Forex Flash

20.02.2025 Equity Company Reports

Elica (HOLD/New TP EUR 1.80) - Now Show Us that the Cooking Transformation Works!

20.02.2025 Paesi Emergenti Economia

Messico: rischi per la crescita dal protezionismo USA

20.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.02.2025 Equity Company Reports

Cementir Holding (BUY/New TP EUR 14.6) - Positive Mid-Term Outlook Enhanced

19.02.2025 Equity Company Reports

Banca Sistema (HOLD/New TP EUR 1.97) - Accelerating Operating Momentum Held Back by Capital Requirements

19.02.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - The tariff roulette, impacts on Italy and the Eurozone

19.02.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - La roulette dei dazi, quale effetto su Eurozona e Italia?

19.02.2025 Paesi Emergenti Economia

Romania: policy rate still at 6.50%

19.02.2025 Paesi Emergenti Economia

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

19.02.2025 Forex Forex

Forex Flash

19.02.2025 Forex Forex

Forex Flash

19.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.02.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EU bonds: financing Europe's new priorities

18.02.2025 Commodities Commodity Flash

Commodity Flash

18.02.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Bond EU: finanziare le nuove priorità dell’Europa

18.02.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

18.02.2025 Forex Forex

Forex Flash

18.02.2025 Forex Forex

Forex Flash

18.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.02.2025 Commodities Focus

Focus Commodity Trimestrale

17.02.2025 Reddito Fisso Interest Rate Strategy

IRS - Repo rates and the search for the (new) normal

17.02.2025 Forex Forex

Forex Flash

17.02.2025 Paesi Emergenti Banche e Mercati

CEE/SEE/EE: government bonds vs. deposits

17.02.2025 Forex Forex

Forex Flash

17.02.2025 Commodities Commodity Flash

Commodity Flash

17.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.02.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

14.02.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

14.02.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

14.02.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

14.02.2025 Reddito Fisso Interest Rate Strategy

IRS - Tassi repo e la ricerca della (nuova) normalità

14.02.2025 Paesi Emergenti Economia

Peru: pause in monetary easing

14.02.2025 Paesi Emergenti Economia

Perù: pausa nell’allentamento monetario

14.02.2025 Paesi Emergenti Economia

Russia: policy rate unchanged at 21.0%

14.02.2025 Paesi Emergenti Economia

Russia: tasso di policy invariato al 21,0%

14.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

14.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

14.02.2025 Commodities Commodity Flash

Commodity Flash

14.02.2025 Paesi Emergenti Economia

Turkey: Economic and fiscal policies lead to an improvement in imbalances

14.02.2025 Paesi Emergenti Economia

Serbia: policy rate stable at 5.75%

14.02.2025 Forex Forex

Forex Flash

14.02.2025 Paesi Emergenti Economia

Turchia: Politiche economiche e fiscali portano a un miglioramento degli squilibri economici

14.02.2025 Paesi Emergenti Economia

Serbia: tasso di policy fermo al 5,75%

14.02.2025 Forex Forex

Forex Flash

14.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.02.2025 Forex Forex

Forex Flash

13.02.2025 Forex Forex

Forex Flash

13.02.2025 Paesi Emergenti Economia

Hungary - Focus Economy

13.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.02.2025 Forex Forex

Forex Flash

12.02.2025 Forex Forex

Forex Flash

12.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: produzione industriale in ampio calo a dicembre

12.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production falls broadly in December

12.02.2025 Commodities Commodity Flash

Commodity Flash

12.02.2025 Paesi Emergenti Economia

Ungheria - Focus Economia

12.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.02.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - A pulse check on the labour market

11.02.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - Il polso del mercato del lavoro

11.02.2025 Forex Forex

Forex Flash

11.02.2025 Forex Forex

Forex Flash

11.02.2025 Commodities Commodity Flash

Commodity Flash

11.02.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

11.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.02.2025 Commodities Commodity Flash

Commodity Flash

10.02.2025 Forex Forex

Forex Flash

10.02.2025 Forex Forex

Forex Flash

10.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation January 2025

10.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione gennaio 2025

07.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.02.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.02.2025 Forex Forex

Forex Flash

07.02.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

07.02.2025 Paesi Emergenti Economia

Mexico: 50bp cut in the policy rate to 9.50%

07.02.2025 Paesi Emergenti Economia

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

07.02.2025 Forex Forex

Forex Flash

07.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

07.02.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

07.02.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

07.02.2025 Paesi Emergenti Economia

Czech Republic: policy rate down to 3.75%

07.02.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

07.02.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

07.02.2025 Paesi Emergenti Economia

Repubblica Ceca: tasso di policy in calo al 3,75%

07.02.2025 Equity Company Reports

Aeffe (HOLD/New TP EUR 0.85) - Still Cautious on FY25

07.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industry down for the third year in 2024

07.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: industria in calo per il terzo anno nel 2024

06.02.2025 Paesi Emergenti Banche e Mercati

CEE Countries

06.02.2025 Paesi Emergenti Banche e Mercati

BRICS Banks

06.02.2025 Macroeconomia e Congiuntura Focus

Focus Global - From the imaginary to the real

06.02.2025 Macroeconomia e Congiuntura Focus

Focus Globale - Dall’immaginario al reale

06.02.2025 Paesi Emergenti Commercio e IDE

Central America - The Panama Canal

06.02.2025 Paesi Emergenti Economia

Albania: policy rate stuck at 2.75%

06.02.2025 Paesi Emergenti Economia

Albania: tasso di policy fermo al 2,75%

06.02.2025 Commodities Commodity Flash

Commodity Flash

06.02.2025 Paesi Emergenti Commercio e IDE

Centro America - Canale di Panama

06.02.2025 Forex Forex

Forex Flash

06.02.2025 Forex Forex

Forex Flash

06.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.02.2025 Paesi Emergenti Economia

Poland: Policy rate remains unchanged at 5.75%

05.02.2025 Paesi Emergenti Economia

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

05.02.2025 Paesi Emergenti Economia

Moldova: policy rate at 6.50 % (+90 bp)

05.02.2025 Paesi Emergenti Economia

Moldova: tasso di policy al 6,50% (+90 bp)

05.02.2025 Paesi Emergenti Economia

Hungary - Update Economy

05.02.2025 Commodities Commodity Flash

Commodity Flash

05.02.2025 Paesi Emergenti Economia

Ungheria - Update Economia

05.02.2025 Forex Forex

Forex Flash

05.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: services PMI index January 2025

05.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indice PMI servizi gennaio 2025

04.02.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

04.02.2025 Equity Company Reports

Orsero (BUY/New TP EUR 24.6) - Guidance Slightly Softer Than Our Projections

04.02.2025 Forex Forex

Forex Flash

04.02.2025 Forex Forex

Forex Flash

04.02.2025 Commodities Commodity Flash

Commodity Flash

04.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.02.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - January 2025

03.02.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

03.02.2025 Paesi Emergenti Economic and Banking Monitor

Economic and Banking Monitor - February 2025

03.02.2025 Paesi Emergenti Economia

Tunisia: Weak economy in a context of high inflation accompanied by sustained fiscal deficits

03.02.2025 Paesi Emergenti Commercio e IDE

China - Machinery exports to South-East Asia

03.02.2025 Paesi Emergenti Economia

Tunisia: Economia debole in un contesto di elevata inflazione accompagnata da disavanzi fiscali sostenuti

03.02.2025 Forex Forex

Forex Flash

03.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone and Italian inflation surprises on the upside in January

03.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

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

03.02.2025 Forex Forex

Forex Flash

03.02.2025 Commodities Commodity Flash

Commodity Flash

03.02.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Caixin manufacturing PMI January 2025

03.02.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI manifatturiero Caixin gennaio 2025

31.01.2025 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana

31.01.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

31.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.01.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

31.01.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Let's start by blending

31.01.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

31.01.2025 Reddito Fisso Fixed Income Analytics

Money Market Monitor- The hawkish side of the easing cycle

31.01.2025 Commodities Commodity Flash

Commodity Flash

31.01.2025 Paesi Emergenti Commercio e IDE

Cina - L’export di macchinari verso il Sud Est Asiatico

31.01.2025 Forex Forex

Forex Flash

31.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

31.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

31.01.2025 Forex Forex

Forex Flash

31.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.01.2025 Paesi Emergenti Economia

South Africa: 25bps repo rate cut to 7.50%

30.01.2025 Paesi Emergenti Economia

Sud Africa: taglio di 25pb del tasso repo al 7,50%

30.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: no rush to cut, pending more progress on the inflation front

30.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: non c’è fretta di tagliare, in attesa di maggiori progressi sul fronte inflattivo

30.01.2025 Forex Forex

Forex Flash

30.01.2025 Commodities Commodity Flash

Commodity Flash

30.01.2025 Forex Forex

Forex Flash

30.01.2025 Paesi Emergenti Economia

Brazil: monetary policy tightening continues

30.01.2025 Paesi Emergenti Economia

Brasile: prosegue la stretta monetaria

30.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: GDP at a standstill in Q4 2024

30.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: PIL fermo nel 4° trimestre 2024

30.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.01.2025 Reddito Fisso Fixed Income Analytics

ECB QT - 2025 Update

29.01.2025 Paesi Emergenti Economia

Chile: short pause in monetary easing

29.01.2025 Paesi Emergenti Economia

Cile: breve pausa nell’allentamento monetario

29.01.2025 Forex Forex

Forex Flash

29.01.2025 Forex Forex

Forex Flash

29.01.2025 Commodities Commodity Flash

Commodity Flash

29.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: indici di fiducia in ripresa a gennaio

29.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Confidence indexes recover in January

29.01.2025 Paesi Emergenti Economia

Hungary: monetary policy pause continues

29.01.2025 Paesi Emergenti Economia

Ungheria: prosegue la pausa della politica monetaria

29.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.01.2025 Forex Forex

Forex Flash

28.01.2025 Forex Forex

Forex Flash

28.01.2025 Commodities Commodity Flash

Commodity Flash

28.01.2025 Macroeconomia e Congiuntura Focus

Focus Euro Area - ECB poised to continue its gradual rate easing

28.01.2025 Macroeconomia e Congiuntura Focus

Focus Area Euro - BCE pronta a proseguire con il graduale taglio dei tassi

28.01.2025 Macroeconomia e Congiuntura Focus

Focus United States - FOMC - Pause in rate cuts pending confirmation of inflation moderation and clarity on Trump policies

28.01.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: pausa nei tagli dei tassi, in attesa di conferme sulla moderazione dell'inflazione e chiarezza sulle politiche di Trump

28.01.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

28.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.01.2025 Equity Company Reports

doValue (BUY/TP EUR 2.6) - Initiation of Coverage: Solid and Efficient to Support Cash Generation

27.01.2025 Forex Forex

Forex Flash

27.01.2025 Commodities Commodity Flash

Commodity Flash

27.01.2025 Paesi Emergenti Economia

BRICS+ - January 2025

27.01.2025 Forex Forex

Forex Flash

27.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO tentatively bottoming out

27.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: modesto rimbalzo per l’IFO a gennaio

27.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.01.2025 Paesi Emergenti Economia

China - Tariffs hovering in the wings puts export drive at risk

27.01.2025 Equity Company Reports

Smart Capital - Initiation of Coverage (BUY/TP EUR 1.80) - The Smart Money is on SMEs

24.01.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

24.01.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

24.01.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

24.01.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

24.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.01.2025 Forex Forex

Forex Flash

24.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: keep calm and wait for more data

24.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: keep calm and wait for more data

24.01.2025 Forex Forex

Forex Flash

24.01.2025 Commodities Commodity Flash

Commodity Flash

24.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

24.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

24.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.01.2025 Paesi Emergenti Economia

BRICS - Gennaio 2025

23.01.2025 Paesi Emergenti Economia

Ukraine: policy rate at 14.5% (+1.0 p.p.)

23.01.2025 Paesi Emergenti Economia

Ucraina: tasso di policy al 14,5% (+1,0 p.p.)

23.01.2025 Commodities Focus

Focus Commodity - Global Commodities Update - 23 January 2025

23.01.2025 Paesi Emergenti Economia

Cina - I dazi aleggiano mettendo a rischio il traino dell’export

23.01.2025 Paesi Emergenti Economia

Turkey: policy rate at 45.0% (-2.5 p.p.)

23.01.2025 Paesi Emergenti Economia

Turchia: tasso di policy al 45,0% (-2,5 p.p)

23.01.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Global rates in a bear steepening mood

23.01.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Global rates in a bear steepening mood

23.01.2025 Forex Forex

Forex Flash

23.01.2025 Forex Forex

Forex Flash

23.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.01.2025 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy- Green Bond Brief

22.01.2025 Reddito Fisso Interest Rate Strategy

IRS- Green Bond Brief

22.01.2025 Forex Forex

Forex Flash

22.01.2025 Forex Forex

Forex Flash

22.01.2025 Paesi Emergenti Economia

Ethiopia - Economic reforms owing to IMF financing programme

22.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - First assessments of Trump's executive orders

21.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Prime valutazioni degli ordini esecutivi di Trump

21.01.2025 Forex Forex

Forex Flash

21.01.2025 Forex Forex

Forex Flash

21.01.2025 Paesi Emergenti Economia

Etiopia - Riforme economiche grazie al programma di finanziamento del FMI

21.01.2025 Macroeconomia e Congiuntura Focus

Focus United States - Outlook for Consumer Spending

21.01.2025 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Le prospettive per i consumi

21.01.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

21.01.2025 Commodities Commodity Flash

Commodity Flash

21.01.2025 Paesi Emergenti Economia

Brazil - Monetary tightening and rising inflation expectations

21.01.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

21.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.01.2025 Commodities Focus

Focus Commodity - Metalli preziosi - 20 gennaio 2025

20.01.2025 Commodities Focus

Focus Commodity Trimestrale

20.01.2025 Paesi Emergenti Economia

Brasile - Stretta monetaria e aspettative di inflazione in aumento

20.01.2025 Commodities Commodity Flash

Commodity Flash

20.01.2025 Paesi Emergenti Economia

South Africa: Low growth, falling inflation and a weak South African rand

20.01.2025 Forex Forex

Forex Flash

20.01.2025 Forex Forex

Forex Flash

20.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.01.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

17.01.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

17.01.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

17.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

17.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

17.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Q4 GDP and December 2024 data

17.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PIL del 4° trimestre e dati di dicembre 2024

17.01.2025 Forex Forex

Forex Flash

17.01.2025 Forex Forex

Forex Flash

17.01.2025 Paesi Emergenti Economia

Sud Africa: Bassa crescita, discesa dell’inflazione e debolezza del rand sudafricano

17.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.01.2025 Commodities Commodity Flash

Commodity Flash

16.01.2025 Forex Forex

Forex Flash

16.01.2025 Forex Forex

Forex Flash

16.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.01.2025 Equity Company Reports

Banca IFIS/illimity - Banca IFIS Tender Offer on illimity

15.01.2025 Commodities Commodity Flash

Commodity Flash

15.01.2025 Forex Forex

Forex Flash

15.01.2025 Forex Forex

Forex Flash

15.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.01.2025 Forex Forex

Forex Flash

14.01.2025 Commodities Commodity Flash

Commodity Flash

14.01.2025 Forex Forex

Forex Flash

14.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: produzione industriale in crescita a novembre

14.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Industrial production up in November

14.01.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

13.01.2025 Forex Forex

Forex Flash

13.01.2025 Commodities Commodity Flash

Commodity Flash

13.01.2025 Forex Forex

Forex Flash

13.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade December 2024

13.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero dicembre 2024

10.01.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

10.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.01.2025 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.01.2025 Forex Forex

Forex Flash

10.01.2025 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

10.01.2025 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

10.01.2025 Forex Forex

Forex Flash

10.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

10.01.2025 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

10.01.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

10.01.2025 Commodities Commodity Flash

Commodity Flash

10.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial output rebounds in November

09.01.2025 Commodities Commodity Flash

Commodity Flash

09.01.2025 Forex Forex

Forex Flash

09.01.2025 Forex Forex

Forex Flash

09.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: rimbalza la produzione a novembre

09.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation December 2024

09.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione dicembre 2024

08.01.2025 Paesi Emergenti Economia

Iran - Negative macroeconomic outlook in the short term

08.01.2025 Paesi Emergenti Economia

Iran - Prospettive macroeconomiche negative nel breve termine

08.01.2025 Forex Forex

Forex Flash

08.01.2025 Commodities Commodity Flash

Commodity Flash

08.01.2025 Forex Forex

Forex Flash

07.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflation rises in line with expectations in the Eurozone, surprises downward in Italy

07.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - L’inflazione sale in linea con le attese nell’Eurozona, sorprende al ribasso in Italia

07.01.2025 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

07.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: PMI indices December 2024

07.01.2025 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMI dicembre 2024

06.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.01.2025 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

02.01.2025 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

02.01.2025 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.12.2024 Paesi Emergenti Economia

Saudi Arabia

23.12.2024 Paesi Emergenti Economia

Arabia Saudita

23.12.2024 Equity Company Reports

Banca Sistema (HOLD from BUY/New TP EUR 1.65) - Dividend Ban and Capital Hit

20.12.2024 Commodities Focus

Focus Commodity: Gold Sector - December 2024

20.12.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.12.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.12.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

20.12.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

20.12.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - December 2024

20.12.2024 Paesi Emergenti Economia

Russia: policy rate unchanged at 21.0%

20.12.2024 Paesi Emergenti Economia

Russia: tasso di policy invariato al 21,0%

20.12.2024 Paesi Emergenti Economia

Mexico: 25bps cut in the policy rate to 10.0%

20.12.2024 Paesi Emergenti Economia

Messico: taglio di 25pb del tasso di policy al 10,0%

20.12.2024 Commodities Focus

Focus Commodity: Settore Orafo - Dicembre 2024

20.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: business confidence falls again in industry but rises in services

20.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

20.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - Bearish mood

20.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.12.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Dicembre 2024

19.12.2024 Paesi Emergenti Commercio e IDE

Philippines - New semiconductor HUB

19.12.2024 Forex Forex

G10 Forex - G4 Currencies (Quarterly update) - 19 December 2024

19.12.2024 Paesi Emergenti Commercio e IDE

Filippine – nuovo HUB per i semiconduttori

19.12.2024 Forex Forex

Forex Flash

19.12.2024 Forex Forex

Forex G10 - Valute G4 (Aggiornamento trimestrale) - 19 dicembre 2024

19.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: a 'new phase' has begun, the pace of cuts will slow in the coming months

19.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: è iniziata una “nuova fase”, il ritmo dei tagli rallenterà nei prossimi mesi

19.12.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

19.12.2024 Paesi Emergenti Economia

China - Shifting gears

19.12.2024 Paesi Emergenti Economia

Cina - Cambio di marcia

19.12.2024 Commodities Commodity Flash

Commodity Flash

19.12.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - December 2024

19.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.12.2024 Equity Company Reports

SeSa (BUY/New TP EUR 151.2) - Soft 1H as Expected. Acceleration Seen in 2H

18.12.2024 Macroeconomia e Congiuntura Focus

Focus United States - FOMC: smaller rate cuts expected in 2025

18.12.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: minori tagli dei tassi attesi nel 2025

18.12.2024 Commodities Commodity Flash

Commodity Flash

18.12.2024 Paesi Emergenti Economia

Chile: 25bps cut in policy rate to 5.0%

18.12.2024 Paesi Emergenti Economia

Cile: taglio di 25pb del tasso di policy al 5,0%

18.12.2024 Reddito Fisso Fixed Income Analytics

2025 Euro Area Government Issuance

18.12.2024 Equity Company Reports

Seri Industrial (HOLD from BUY/New TP EUR 4.2) - The Supportive Newsflow Takes Time to Translate into Profits

18.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.12.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

17.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - OATs: many risks, most of which are already priced in

17.12.2024 Paesi Emergenti Economia

Latin America

17.12.2024 Commodities Focus

Focus Commodity - Scenario trimestrale - Dicembre 2024

17.12.2024 Commodities Focus

Focus Commodity Trimestrale

17.12.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Dicembre 2024

17.12.2024 Forex Forex

Forex Flash

17.12.2024 Forex Forex

Forex Flash

17.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - OAT: tanti rischi, in gran parte già prezzati

17.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania IFO: dopo un debole 2024 aumentano i rischi sul 2025

17.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: ending 2024 badly, entering 2025 poorly

17.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.12.2024 Paesi Emergenti Commercio e IDE

Philippines - key export electronics in decline

16.12.2024 Paesi Emergenti Commercio e IDE

Filippine – elettronica cardine dell’export in calo

16.12.2024 Paesi Emergenti Economia

India - Cyclical slowdown and some headwinds

16.12.2024 Paesi Emergenti Economia

India - Rallentamento ciclico e qualche vento contrario

16.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: migliori delle attese ma non eccezionali

16.12.2024 Forex Forex

Forex Flash

16.12.2024 Forex Forex

Forex Flash

16.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: better than expected but not brilliant

16.12.2024 Paesi Emergenti Economia

United Arab Emirates - Good economic prospects and solid growth with high fiscal surpluses

16.12.2024 Paesi Emergenti Economia

America Latina

16.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: economic activity data November 2024

16.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di attività economica novembre 2024

13.12.2024 Paesi Emergenti Economia

Russia - Massive public spending and military production to support the economy

13.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Eurozone Government Bonds: 2025 issuance

13.12.2024 Paesi Emergenti Economic and Banking Outlook

Economic and Banking Outlook - December 2024

13.12.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.12.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.12.2024 Forex Forex

Forex Flash

13.12.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

13.12.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

13.12.2024 Forex Forex

Forex Flash

13.12.2024 Reddito Fisso Fixed Income Analytics

2025 Italian Government Issuance

13.12.2024 Commodities Commodity Flash

Commodity Flash

13.12.2024 Reddito Fisso Fixed Income Analytics

2025 Spanish Government Issuance

13.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.12.2024 Paesi Emergenti Economia

Ukraine: policy rate at 13.5% (+0.5 p.p.)

13.12.2024 Paesi Emergenti Economia

Ucraina: tasso di policy al 13,5% (+0,5 p.p)

12.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - ECB cuts rates by 25bp and gives no clear indication about the next steps

12.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - La BCE taglia i tassi di 25pb e non fornisce indicazioni sulle prossime mosse

12.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Eurozona: emissioni governative 2025

12.12.2024 Paesi Emergenti Banche e Mercati

SEE Countries: lending expected to decelerate in 2025

12.12.2024 Paesi Emergenti Banche e Mercati

CEE Countries: lending to slow after 2025

12.12.2024 Equity Company Reports

Innovatec (BUY/New TP EUR 1.40) - Haiki+ Listing Next Step

12.12.2024 Commodities Commodity Flash

Commodity Flash

12.12.2024 Forex Forex

Forex Flash

12.12.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

12.12.2024 Forex Forex

Forex Flash

12.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.12.2024 Paesi Emergenti Economia

Brazil: 100bps hike in the Selic rate to 12.25%

12.12.2024 Paesi Emergenti Economia

Brasile: rialzo di 100pb del tasso Selic al 12,25%

11.12.2024 Reddito Fisso Interest Rate Strategy

IRS- Long 5-10Y UST-Bund box spread

11.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: CPI di novembre ancora in linea con le attese

11.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: November CPI still in line with expectations

11.12.2024 Paesi Emergenti Economia

Emirati Arabi Uniti - Buone prospettive economiche e crescita solida con eccedenze fiscali elevate

11.12.2024 Reddito Fisso Interest Rate Strategy

IRS - Lunghi box spread 5-10Y UST-Bund

11.12.2024 Forex Forex

Forex Flash

11.12.2024 Paesi Emergenti Economia

Mexico: threat of US duties and exchange rate impact

11.12.2024 Forex Forex

Forex Flash

11.12.2024 Commodities Commodity Flash

Commodity Flash

11.12.2024 Paesi Emergenti Economia

Messico: minaccia di dazi USA e impatto sul cambio

11.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.12.2024 Paesi Emergenti Economia

Russia - Ingente spesa pubblica e produzione militare a sostegno dell’economia

10.12.2024 Commodities Commodity Flash

Commodity Flash

10.12.2024 Forex Forex

Forex Flash

10.12.2024 Forex Forex

Forex Flash

10.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: produzione industriale invariata a ottobre

10.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Industrial production unchanged in October

10.12.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

10.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade November 2024

10.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero novembre 2024

09.12.2024 Commodities Commodity Flash

Commodity Flash

09.12.2024 Forex Forex

Forex Flash

09.12.2024 Forex Forex

Forex Flash

09.12.2024 Paesi Emergenti Commercio e IDE

CEE countries - European FDI, but many transit countries

09.12.2024 Paesi Emergenti Economia

Egypt - Ongoing structural reforms, monetary tightening and currency crisis

09.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation November 2024

09.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione novembre 2024

09.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.12.2024 Paesi Emergenti Commercio e IDE

Paesi CEE – IDE europei, ma molti i paesi di transito

06.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: employment report only apparently better than expected

06.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: employment report solo apparentemente migliore del previsto

06.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts - The real decoupling

06.12.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.12.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.12.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

06.12.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

06.12.2024 Equity Company Reports

IGD (BUY/New TP EUR 3.0) - 2025-27 Business Plan

06.12.2024 Equity Company Reports

Newlat Food (BUY/New TP EUR 15.1) - Waiting to Reap the Benefits of Princes Integration

06.12.2024 Forex Forex

Forex Flash

06.12.2024 Forex Forex

Forex Flash

06.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: debole inizio di trimestre per l’industria

06.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - German industrial production: off to a bad start in Q4

05.12.2024 Paesi Emergenti Economia

Moldova: central bank leaves policy rate unchanged at 3.60%

05.12.2024 Paesi Emergenti Economia

Moldova: banca centrale lascia invariato il tasso di policy al 3,60%

05.12.2024 Paesi Emergenti Commercio e IDE

EEA countries - Not only EU, in Serbia also China and Russia

05.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Peripheral Spreads: a bird’s eye look

05.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Peripheral Spreads: a bird’s eye look

05.12.2024 Macroeconomia e Congiuntura Focus

Focus Euro area - ECB: toward the goal, but not together

05.12.2024 Macroeconomia e Congiuntura Focus

Focus Area euro - BCE: verso la meta, ma non tutti assieme

05.12.2024 Paesi Emergenti Commercio e IDE

Paesi SEE: non solo UE, in Serbia anche Cina e Russia

05.12.2024 Paesi Emergenti Economia

Egitto - Riforme strutturali in atto, stretta monetaria e crisi valutaria

05.12.2024 Forex Forex

Forex Flash

05.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: what’s next for public finances?

05.12.2024 Forex Forex

Forex Flash

05.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: prospettive per la finanza pubblica dopo la caduta del governo Barnier

05.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.12.2024 Forex Forex

Forex Flash

04.12.2024 Forex Forex

Forex Flash

04.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin services PMI November 2024

04.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi Caixin novembre 2024

03.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - The litmus test for the Fed’s QT

03.12.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - The litmus test for the Fed’s QT

03.12.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

03.12.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

02.12.2024 Forex Forex

Forex Flash

02.12.2024 Forex Forex

Forex Flash

02.12.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: NBS and Caixin manufacturing PMI November 2024

02.12.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI NBS e manifatturiero Caixin novembre 2024

29.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

29.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

29.11.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

29.11.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

29.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflation rises, both in the Eurozone and in Italy

29.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Risale l’inflazione, sia nell’Eurozona che in Italia

29.11.2024 Equity Company Reports

Banca Sistema (BUY/New TP EUR 2.0) - Top Line Beat

29.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: ESI poco mosso a bassi livelli a novembre

28.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area ESI: little changed at low levels in November

28.11.2024 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 15.3) - Soaring DOMS Eclipses F.I.L.A.’s Strong Fundamentals

28.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: in ulteriore calo la fiducia di famiglie e imprese

28.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: further drop in household and business morale

28.11.2024 Forex Forex

Forex Flash

28.11.2024 Forex Forex

Forex Flash

28.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.11.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - November 2024

27.11.2024 Forex Forex

Forex Flash

27.11.2024 Equity Company Reports

Irce (BUY/New TP EUR 3.2) - Profitability Holds Up Despite Worsening 3Q Volumes

27.11.2024 Forex Forex

Forex Flash

27.11.2024 Paesi Emergenti Economia

Nigeria: 25bps raise in policy rate to 27.5%

27.11.2024 Paesi Emergenti Economia

Nigeria: rialzo di 25pb del tasso di policy al 27,5%

27.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.11.2024 Forex Forex

Forex Flash

26.11.2024 Paesi Emergenti Economia

India - Economic powerhouse and emerging country: prospects and risks

26.11.2024 Equity Company Reports

FNM (BUY/TP EUR 0.68) - Capex Shifts to Higher Yielding Businesses

26.11.2024 Forex Forex

Forex Flash

26.11.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

26.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.11.2024 Paesi Emergenti Economia

India - Potenza economica e paese emergente: prospettive e rischi

25.11.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Novembre 2024

25.11.2024 Forex Forex

Forex Flash

25.11.2024 Forex Forex

Forex Flash

25.11.2024 Equity Company Reports

Sanlorenzo (BUY/TP EUR 52.5) - Feedback from the Investor Roadshow in North America

25.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: torna a calare l’IFO a novembre

25.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: stuck

25.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.11.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

22.11.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

22.11.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

22.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

22.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

22.11.2024 Forex Forex

Forex Flash

22.11.2024 Forex Forex

Forex Flash

22.11.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

22.11.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

22.11.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

22.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Disappointing PMIs highlight risks for the euro area

22.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro deludenti: aumentano i rischi al ribasso

22.11.2024 Equity Company Reports

Eurotech (HOLD/New TP EUR 1.00) - Homework Done, Awaiting a Market Recovery

22.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.11.2024 Paesi Emergenti Economia

South Africa: 25bps repo rate cut to 7.75%

21.11.2024 Paesi Emergenti Economia

Egypt: Central Bank leaves policy rate unchanged at 28.25%

21.11.2024 Paesi Emergenti Economia

Egitto: Banca centrale lascia invariato il policy rate al 28,25%

21.11.2024 Paesi Emergenti Economia

Sud Africa: taglio di 25pb del tasso repo al 7,75%

21.11.2024 Paesi Emergenti Economia

Turkey: policy rate unchanged at 50.0%

21.11.2024 Paesi Emergenti Economia

Turchia: tasso di policy invariato al 50,0%

21.11.2024 Equity Company Reports

SIT (BUY/New TP EUR 1.2) - 9M Still Hit by Heating Sector, but Confidence in the Future Holds

21.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.11.2024 Equity Company Reports

Equita Group (BUY/New TP EUR 4.5) - Transitional Year Confirmed

20.11.2024 Reddito Fisso Fixed Income Analytics

Money Market Monitor- EUR and USD short-term rates: a diverging path

20.11.2024 Commodities Commodity Flash

Commodity Flash

20.11.2024 Paesi Emergenti Economia

SEE Region - Inflation on a downward path but still high

20.11.2024 Equity Company Reports

Moltiply Group (BUY/New TP EUR 44.7) - Good Expectations for FY24E and Promising FY25E

20.11.2024 Forex Forex

Forex Flash

20.11.2024 Forex Forex

Forex Flash

20.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.11.2024 Paesi Emergenti Economia

Hungary: monetary policy pause continues

19.11.2024 Paesi Emergenti Economia

Ungheria: prosegue la pausa della politica monetaria

19.11.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

19.11.2024 Commodities Commodity Flash

Commodity Flash

19.11.2024 Forex Forex

Forex Flash

19.11.2024 Forex Forex

Forex Flash

19.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.11.2024 Paesi Emergenti Economia

China - Current developments and long-term challenges

18.11.2024 Equity Company Reports

MARR (BUY/New TP EUR 13.8) - Normalisation Postponed to 2025

18.11.2024 Equity Company Reports

Generalfinance (BUY/New TP EUR 14.0) - Solid Performance on Volume and Margin

18.11.2024 Commodities Commodity Flash

Commodity Flash

18.11.2024 Paesi Emergenti Economia

Cina - Congiuntura attuale e sfide di lungo periodo

18.11.2024 Forex Forex

Forex Flash

18.11.2024 Forex Forex

Forex Flash

18.11.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

18.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.11.2024 Equity Company Reports

Orsero (BUY/TP EUR 26.0) - Solid Performance of the Distribution BU

15.11.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

15.11.2024 Paesi Emergenti Commercio e IDE

EEA countries : Integrated in Europe but open to the East

15.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

15.11.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

15.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

15.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - EU Commission Autumn 2024 forecasts

15.11.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

15.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Previsioni di autunno della Commissione Europea

15.11.2024 Paesi Emergenti Economia

Mexico: 25bps cut in the policy rate to 10.25%

15.11.2024 Paesi Emergenti Economia

Messico: taglio di 25pb del tasso di policy al 10,25%

15.11.2024 Commodities Commodity Flash

Commodity Flash

15.11.2024 Equity Company Reports

LU-VE (BUY/New TP EUR 31.5) - After Normalisation, Back to Growth

15.11.2024 Forex Forex

Forex Flash

15.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: economic activity data October 2024

15.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di attività economica ottobre 2024

15.11.2024 Forex Forex

Forex Flash

14.11.2024 Paesi Emergenti Commercio e IDE

Paesi SEE: integrati in Europa, ma aperti a est

14.11.2024 Equity Company Reports

Esprinet (BUY/TP EUR 6.6) - Recovery Trend Confirmed

14.11.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - The consumption puzzle

14.11.2024 Macroeconomia e Congiuntura Focus

Focus Area euro - L’incognita dei consumi

14.11.2024 Equity Company Reports

Cellularline (BUY/New TP EUR 4.7) - Foreign Sales Drive Growth

14.11.2024 Commodities Commodity Flash

Commodity Flash

14.11.2024 Forex Forex

Forex Flash

14.11.2024 Forex Forex

Forex Flash

14.11.2024 Paesi Emergenti Banche e Mercati

India - Financial system, banks and fintech

14.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: October CPI in line with expectations

13.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: CPI di ottobre in linea con le attese

13.11.2024 Paesi Emergenti Economia

Argentina - Ten months of the Milei presidency

13.11.2024 Paesi Emergenti Economia

Argentina - Dieci mesi di presidenza Milei

13.11.2024 Forex Forex

Forex Flash

13.11.2024 Forex Forex

Forex Flash

13.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.11.2024 Equity Company Reports

REVO Insurance (BUY/New TP EUR 12.0) - Strong Growth in 9M24. Ready for the New BP in 2025

12.11.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

12.11.2024 Paesi Emergenti Economia

Argentina: path of economic stabilisation and falling inflation

12.11.2024 Forex Forex

Forex Flash

12.11.2024 Forex Forex

Forex Flash

12.11.2024 Reddito Fisso Interest Rate Strategy

IRS - Bear steepening amid rising stagflationary risks

12.11.2024 Reddito Fisso Interest Rate Strategy

IRS - Bear steepening amid rising stagflationary risks

12.11.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

12.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.11.2024 Commodities Focus

Focus Commodity - Materie Prime: Ritorno al Futuro - 11 11 2024

11.11.2024 Commodities Focus

Focus Commodity - Global Commodities: Back to the Future - 11 11 2024

11.11.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - 2025 Italian Government Bond Issuance

11.11.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - 2025 Italian Government Bond Issuance

11.11.2024 Paesi Emergenti Commercio e IDE

Paesi CEE - Forte legame commerciale con la Germania

11.11.2024 Equity Company Reports

Datalogic (BUY/New TP EUR 7.5) - Seeing Some Light at the End of the Tunnel

11.11.2024 Forex Forex

Forex Flash

11.11.2024 Forex Forex

Forex Flash

11.11.2024 Paesi Emergenti Economia

Argentina: percorso di stabilizzazione economica e discesa dell’inflazione

11.11.2024 Equity Company Reports

Tinexta (BUY/New TP EUR 20.0) - BI and Cyber Weak Performance

11.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation October 2024

11.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione ottobre 2024

08.11.2024 Paesi Emergenti Economia

Romania: tasso di policy fermo al 6,50%

08.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

08.11.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

08.11.2024 Paesi Emergenti Economia

Middle East: Area perspectives, heterogeneous growth, impacts of conflict and ongoing economic diversification

08.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: 25pb cut as expected no impact (for now) of election outcome

08.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: taglio da 25pb come previsto, nessun impatto (per ora) dell’esito elettorale

08.11.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

08.11.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

08.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: produzione industriale in calo a settembre

08.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production down in September

08.11.2024 Forex Forex

Forex Flash

08.11.2024 Equity Company Reports

Wiit (BUY/TP EUR 26.7) - Positive Set of Results

08.11.2024 Paesi Emergenti Economia

Czech Republic: policy rate down to 4.0%

08.11.2024 Forex Forex

Forex Flash

08.11.2024 Paesi Emergenti Economia

Repubblica Ceca: tasso di policy in calo al 4,0%

08.11.2024 Equity Company Reports

BFF Bank (BUY/TP EUR 11.2) - 3Q24 Below Expectations with some Lights Ahead

08.11.2024 Equity Company Reports

Banca IFIS (BUY/TP EUR 23.8) - 3Q24 Results First Take: Broadly in Line with Expectations

07.11.2024 Paesi Emergenti Economia

Serbia: Policy rate stuck at 5.75%

07.11.2024 Paesi Emergenti Economia

Serbia: tasso di policy fermo al 5,75%

07.11.2024 Paesi Emergenti Economia

Albania: Policy rate cut by 25bps to 2.75%

07.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - First assessments of the macroeconomic implications of the U.S. elections

07.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Prime valutazioni sulle implicazioni macroeconomiche delle elezioni americane

07.11.2024 Paesi Emergenti Economia

Albania: tasso di policy ridotto di 25 pb al 2,75%

07.11.2024 Paesi Emergenti Economia

Poland: policy rate remains unchanged at 5.75%

07.11.2024 Paesi Emergenti Economia

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

07.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade October 2024

07.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero ottobre 2024

07.11.2024 Paesi Emergenti Economia

Brazil: 50bps hike in the Selic rate to 11.25%

07.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: weak economic data amid political crisis and international uncertainty

07.11.2024 Paesi Emergenti Economia

Brasile: rialzo di 50pb del tasso Selic all’11,25%

07.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: deboli dati economici tra crisi politica e Incertezza internazionale

06.11.2024 Paesi Emergenti Economia

Medio Oriente: Prospettive dell’area, crescita eterogenea, impatti del conflitto e diversificazione economica in atto

06.11.2024 Equity Company Reports

Zignago Vetro (HOLD from BUY/New TP EUR 11.8) - Headwinds Slowing, but Still Delaying Recovery

06.11.2024 Forex Forex

Forex Flash

06.11.2024 Forex Forex

Forex Flash

06.11.2024 Paesi Emergenti Economia

Moldova: central bank leaves policy rate unchanged at 3.60%

06.11.2024 Paesi Emergenti Economia

Moldova: banca centrale lascia invariato il tasso di policy al 3,60%

06.11.2024 Macroeconomia e Congiuntura Focus

Focus United States - After September's surprise, Fed reduces pace of cuts

06.11.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Dopo la sorpresa di settembre, la Fed “scala la marcia”

06.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.11.2024 Paesi Emergenti Economia

CEE: expected easing inflation in medium term

05.11.2024 Equity Company Reports

Elica (HOLD/New TP EUR 1.90) - A Tough Job in a Persisting Weak Demand

05.11.2024 Paesi Emergenti Commercio e IDE

South Africa - Weak trade with the world and Italy

05.11.2024 Forex Forex

Forex Flash

05.11.2024 Commodities Commodity Flash

Commodity Flash

05.11.2024 Forex Forex

Forex Flash

05.11.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

05.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Caixin PMI October 2024

05.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI Caixin ottobre 2024

05.11.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

04.11.2024 Paesi Emergenti Commercio e IDE

South Africa - Update FDI

04.11.2024 Paesi Emergenti Commercio e IDE

Sud Africa - Update IDE

04.11.2024 Equity Company Reports

Biesse (BUY/New TP EUR 10.5) - One Company Project Starting to Show Positive Signs

04.11.2024 Forex Forex

Forex Flash

04.11.2024 Paesi Emergenti Commercio e IDE

Sud Africa – Deboli scambi col mondo e con l’Italia

04.11.2024 Forex Forex

Forex Flash

04.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US October’s employment report underwhelming, even net of one-offs

04.11.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: employment report deludente, anche al netto dei fattori straordinari

04.11.2024 Commodities Commodity Flash

Commodity Flash

04.11.2024 Paesi Emergenti Banche e Mercati

India – Sistema finanziario, banche e fintech

01.11.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

31.10.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

31.10.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

31.10.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

31.10.2024 Paesi Emergenti Economia

Ukraine: central bank leaves policy rate unchanged at 13.0%

31.10.2024 Paesi Emergenti Economia

Ucraina: la banca centrale lascia il tasso di policy invariato al 13,0%

31.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area: food and energy push up headline inflation, core inflation stable in October

31.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Inflazione area euro: alimentari ed energia spingono al rialzo l’inflazione headline, stabile la core

31.10.2024 Commodities Commodity Flash

Commodity Flash

31.10.2024 Forex Forex

Forex Flash

31.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

31.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: NBS PMI October 2024

31.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI NBS ottobre 2024

31.10.2024 Forex Forex

Forex Flash

30.10.2024 Macroeconomia e Congiuntura Focus

Focus United States - Election final countdown

30.10.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Conto alla rovescia per le elezioni

30.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - USD rates after the elections: the scenarios

30.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Tassi USD post elezioni: gli scenari

30.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area GDP: slightly better than expected but growth could slow down in Q4

30.10.2024 Commodities Commodity Flash

Commodity Flash

30.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PIL area euro lievemente migliore delle attese ma la crescita potrebbe tornare a rallentare a fine 2024

30.10.2024 Paesi Emergenti Economic and Banking Monitor

Economic and Banking Monitor - October 2024

30.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.10.2024 Forex Forex

Forex Flash

30.10.2024 Forex Forex

Forex Flash

29.10.2024 Equity Company Reports

Lucisano Media Group (BUY/New TP EUR 2) - 2H24 Should be Richer in Production Activities

29.10.2024 Forex Forex

Forex Flash

29.10.2024 Forex Forex

Forex Flash

29.10.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

29.10.2024 Commodities Commodity Flash

Commodity Flash

29.10.2024 Equity Company Reports

Rosetti Marino (NO RATING) - Strong 1H24 Results and Backlog

29.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.10.2024 Equity Company Reports

TraWell (BUY/New TP EUR 11.8) - A Carousel of New Events to Build a Brighter Future

28.10.2024 Equity Company Reports

Sogefi (HOLD from BUY/New TP EUR 2.3) - A Sound Execution on Suspensions but Times are Uncertain

28.10.2024 Forex Forex

Forex Flash

28.10.2024 Forex Forex

Forex Flash

28.10.2024 Paesi Emergenti Economia

Russia: policy rate at 21% (+200bps)

28.10.2024 Paesi Emergenti Economia

Russia: tasso di policy al 21% (+200bps)

28.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.10.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

25.10.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

25.10.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

25.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

25.10.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

25.10.2024 Forex Forex

Forex Flash

25.10.2024 Paesi Emergenti Economia

SEE Countries - GDP on improving trend

25.10.2024 Forex Forex

Forex Flash

25.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

25.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

25.10.2024 Commodities Commodity Flash

Commodity Flash

25.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

25.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: IFO in rialzo ma niente di che

25.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: household and business confidence down

25.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: in calo la fiducia di famiglie e imprese a ottobre

25.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: IFO up, but nothing to get too excited about

25.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.10.2024 Forex Forex

Forex Flash

24.10.2024 Commodities Commodity Flash

Commodity Flash

24.10.2024 Forex Forex

Forex Flash

24.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMI: economy at a standstill at start of quarter

24.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: economia in stallo a inizio trimestre

24.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.10.2024 Equity Company Reports

Sanlorenzo (BUY/TP EUR 52.5) - 9M24 Expected on Track with FY Guidance

23.10.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - October 2024

23.10.2024 Forex Forex

Forex Flash

23.10.2024 Commodities Commodity Flash

Commodity Flash

23.10.2024 Forex Forex

Forex Flash

23.10.2024 Equity Company Reports

OSAI Automation System (BUY/New TP EUR 1) - A Drop in 1H24 Results and Order Intake

23.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.10.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

22.10.2024 Equity Company Reports

Franchi Umberto Marmi (BUY/New TP EUR 10.3) - 1H24 Bodes Well for the Full Year

22.10.2024 Forex Forex

Forex Flash

22.10.2024 Commodities Commodity Flash

Commodity Flash

22.10.2024 Paesi Emergenti Economia

CEE - Focus Economy

22.10.2024 Forex Forex

Forex Flash

22.10.2024 Equity Company Reports

Leone Film Group (BUY/New TP EUR 2) - Waiting for Production to Recover

22.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.10.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Ottobre 2024

21.10.2024 Equity Company Reports

First Capital (BUY/New TP EUR 25.4) - Ready to Push on a Diversified Business Model

21.10.2024 Forex Forex

Forex Flash

21.10.2024 Forex Forex

Forex Flash

21.10.2024 Commodities Commodity Flash

Commodity Flash

21.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.10.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

18.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - On the path to neutrality

18.10.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

18.10.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

18.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

18.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

18.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

18.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

18.10.2024 Equity Company Reports

Grifal (BUY/New TP EUR 2.5) - Italian Market Still Soft, Solid Operating Margin Confirmed

18.10.2024 Commodities Commodity Flash

Commodity Flash

18.10.2024 Paesi Emergenti Economia

Chile: 25bps cut in policy rate to 5.25%

18.10.2024 Paesi Emergenti Economia

Cile: taglio di 25pb del tasso di policy al 5,25%

18.10.2024 Forex Forex

Forex Flash

18.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: Q3 GDP and September 2024 data

18.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PIL del 3° trimestre e dati di settembre 2024

18.10.2024 Forex Forex

Forex Flash

18.10.2024 Paesi Emergenti Economia

Egypt - Central Bank leaves policy rate unchanged at 28.25%

18.10.2024 Paesi Emergenti Economia

Egitto - Banca centrale lascia invariato il policy rate al 28.25%

18.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - ECB cuts rates by 25bps. No commitment on th outcome of the December meeting

18.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - BCE: altro taglio di 25pb, nessun impegno preventivo per dicembre

17.10.2024 Paesi Emergenti Economia

Turkey: policy rate unchanged at 50.0%

17.10.2024 Paesi Emergenti Economia

Turchia: tasso di policy invariato al 50,0%

17.10.2024 Equity Company Reports

Iniziative Bresciane (BUY/New TP EUR 17.9) - Exceptional Rainfall Boosts Revenue and Margin Expansion

17.10.2024 Equity Company Reports

Digital Value (TP & Rating Suspended) - Former CEO under Investigation for Alleged Corrupt Practices

17.10.2024 Forex Forex

Forex Flash

17.10.2024 Forex Forex

Forex Flash

17.10.2024 Commodities Commodity Flash

Commodity Flash

17.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.10.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

16.10.2024 Commodities Focus

Focus Commodity - Global commodities update - 15 ottobre 2015

16.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - DPB Italia: manovra lorda più ampia del previsto, pochi dettagli sulle coperture

16.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy’s budget: larger-than-expected, few details on coverage

16.10.2024 Forex Forex

Forex Flash

16.10.2024 Commodities Commodity Flash

Commodity Flash

16.10.2024 Forex Forex

Forex Flash

16.10.2024 Equity Company Reports

EdiliziAcrobatica (BUY/New TP EUR 15) - Solid Traditional Business and New Niches for the Future

16.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.10.2024 Paesi Emergenti Commercio e IDE

Turkey - Inward FDI high and growing

15.10.2024 Commodities Focus

Focus Commodity - Global commodities update- 15 October 2015

15.10.2024 Paesi Emergenti Commercio e IDE

Turkey - Turkish trade increasingly integrated between East and West

15.10.2024 Forex Forex

Forex Flash

15.10.2024 Forex Forex

Forex Flash

15.10.2024 Commodities Commodity Flash

Commodity Flash

15.10.2024 Equity Company Reports

SicilyByCar (BUY/New TP EUR 6.3) - Reversal of Trend in 3Q Rental Revenues after 1H Weak Results

15.10.2024 Paesi Emergenti Commercio e IDE

Turchia – IDE inward elevato e in crescita

15.10.2024 Paesi Emergenti Commercio e IDE

Turchia - Update Commercio: il commercio turco sempre più integrato tra Oriente e Occidente

15.10.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

15.10.2024 Reddito Fisso Fixed Income Analytics

ECB EAPP & PEPP Update - 15 October 2024

15.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.10.2024 Reddito Fisso Interest Rate Strategy

IRS - Rates, FX & Commodities: the time after easing

14.10.2024 Reddito Fisso Interest Rate Strategy

IRS - Rates, FX & Commodities: the time after easing

14.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero settembre 2024

14.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: foreign trade September 2024

14.10.2024 Commodities Commodity Flash

Commodity Flash

14.10.2024 Paesi Emergenti Economia

India - Update Economy: RBI switches to a neutral stance but remains cautious

14.10.2024 Forex Forex

Forex Flash

14.10.2024 Forex Forex

Forex Flash

14.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - China: inflation September 2024

11.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Interest Rate Forecasts: Andante

11.10.2024 Equity Company Reports

Alkemy (HOLD/TP EUR 12.0) - Provisional Results of the Tender Offer

11.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

11.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

11.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

11.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

11.10.2024 Commodities Commodity Flash

Commodity Flash

11.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

11.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

11.10.2024 Forex Forex

Forex Flash

11.10.2024 Forex Forex

Forex Flash

11.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.10.2024 Paesi Emergenti Economia

India - Update Economia - La RBI passa all’orientamento neutrale ma rimane prudente

10.10.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

10.10.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

10.10.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

10.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: September CPI higher than expected

10.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: CPI di settembre superiore alle attese

10.10.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - Change of pace for the ECB’s easing phase

10.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Inflation swaps: USD-EUR divergences

10.10.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - Cambio di passo per l’allentamento monetario BCE?

10.10.2024 Equity Company Reports

Feedback Italian Excellences

10.10.2024 Equity Company Reports

Triboo (BUY/New TP EUR 1.05) - Focus on Profitability Improvements

10.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Inflazione swap: divergenze USD-EUR

10.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: Industry at a standstill in August after July's decline

10.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: industria ferma ad agosto dopo il calo di luglio

10.10.2024 Forex Forex

Forex Flash

10.10.2024 Forex Forex

Forex Flash

10.10.2024 Commodities Commodity Flash

Commodity Flash

10.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.10.2024 Forex Forex

Forex Flash

09.10.2024 Forex Forex

Forex Flash

09.10.2024 Equity Company Reports

Newlat Food (BUY/New TP EUR 14.7) - Deflation Not Stopping Margins

09.10.2024 Equity Company Reports

Centrale del Latte d'Italia (BUY/New TP EUR 4.1) - 2Q/1H24: Good Margins Once Again despite Reduced Prices

09.10.2024 Paesi Emergenti Economia

Turkey - Focus Economy - Tighter economic policies and inflation, although falling, still high

09.10.2024 Paesi Emergenti Economia

Turchia - Focus Economia - Politiche economiche più rigorose e inflazione, seppur in discesa, ancora elevata

09.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.10.2024 Equity Company Reports

Italian Excellences: The ‘Three-Body Problem’, Back to a Stable Path in 2025

08.10.2024 Forex Forex

Forex Flash

08.10.2024 Commodities Focus

Focus Commodity: Gold Sector - October 2024

08.10.2024 Forex Forex

Forex Flash

08.10.2024 Commodities Commodity Flash

Commodity Flash

08.10.2024 Reddito Fisso Interest Rate Strategy

IRS - Euribor-OIS spreads, widening but moderate

08.10.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

08.10.2024 Paesi Emergenti Commercio e IDE

CIS countries - Focus Trade

08.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: l’aumento della produzione industriale non cambia lo scenario

08.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany industrial production: a rebound which does not change the outlook

07.10.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

07.10.2024 Commodities Commodity Flash

Commodity Flash

07.10.2024 Reddito Fisso Interest Rate Strategy

IRS- Spread Euribor-OIS, allargamento ma moderato

07.10.2024 Forex Forex

Forex Flash

07.10.2024 Forex Forex

Forex Flash

04.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: employment report surprises on the upside

04.10.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

04.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - USA: sorprende al rialzo l’employment report

04.10.2024 Paesi Emergenti Economia

BRICS+ - Focus Economy

04.10.2024 Commodities Focus

Focus Commodity: Settore Orafo - Ottobre 2024

04.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

04.10.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

04.10.2024 Equity Company Reports

Digital Value (BUY/New TP EUR 120) - Profitability Improvement Thanks to Focus on ‘Quality’ Sales

04.10.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

04.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

04.10.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

04.10.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

04.10.2024 Commodities Commodity Flash

Commodity Flash

04.10.2024 Equity Company Reports

ErreDue (BUY/TP EUR 10.5) - Topline and Margin Pause due to Orders’ Shift, Backlog Ahead

04.10.2024 Forex Forex

Forex Flash

04.10.2024 Forex Forex

Forex Flash

04.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.10.2024 Paesi Emergenti Economia

BRICS+ - Focus Economia

03.10.2024 Paesi Emergenti Economia

South Africa - Update Economy

03.10.2024 Paesi Emergenti Economia

Brazil - Update Economy

03.10.2024 Commodities Commodity Flash

Commodity Flash

03.10.2024 Forex Forex

Forex Flash

03.10.2024 Equity Company Reports

Next Geosolutions (BUY/New TP EUR 10.2) - Capturing the Profits of the Seas with New Vessels

03.10.2024 Forex Forex

Forex Flash

03.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.10.2024 Paesi Emergenti Economia

Brasile - Update Economia

02.10.2024 Paesi Emergenti Economia

Sud Africa - Update Economia

02.10.2024 Forex Forex

Forex Flash

02.10.2024 Commodities Commodity Flash

Commodity Flash

02.10.2024 Forex Forex

Forex Flash

02.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.10.2024 Paesi Emergenti Commercio e IDE

Paesi CIS - Focus Commercio

01.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: inflation at 3.5 year low

01.10.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona: inflazione ai minimi da 3 anni e mezzo

01.10.2024 Paesi Emergenti Economia

United Arab Emirates - Focus Economy

01.10.2024 Forex Forex

Forex Flash

01.10.2024 Forex Forex

Forex Flash

01.10.2024 Macroeconomia e Congiuntura Tassi di interesse

I tassi di interesse

01.10.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Rate scenario: passing the baton from inflation to growth

01.10.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.09.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategies - Scenario tassi: passaggio di testimone dall’inflazione alla crescita

30.09.2024 Paesi Emergenti Economia

Emirati Arabi Uniti - Focus Economia - 30 settembre 2024

30.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: Piano Strutturale di Bilancio di Medio Termine

30.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: the Medium-Term Fiscal Structural Plan

30.09.2024 Equity Company Reports

Pattern (BUY/New TP EUR 7.2) - Innovation and Product Development: Efforts Pay Off

30.09.2024 Equity Company Reports

Altea Green Power (BUY/New TP EUR 11.4) - Top Line Accelerated, Margin Expanded to a Record Level

30.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: inflazione headline e core in calo a settembre

30.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: headline and core inflation down in September

30.09.2024 Forex Forex

Forex Flash

30.09.2024 Forex Forex

Forex Flash

30.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI NBS e Caixin settembre 2024

27.09.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

27.09.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

27.09.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

27.09.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

27.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

27.09.2024 Forex Forex

Forex Flash

27.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone ESI survey: the cycle is weak but inflation is also slowing

27.09.2024 Forex Forex

Forex Flash

27.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozona indagine ESI: il ciclo è debole ma anche l’inflazione sta rallentando

27.09.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - September 2024

27.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

27.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and event

27.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

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

26.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: households and services confidence on the rise

26.09.2024 Commodities Commodity Flash

Commodity Flash

26.09.2024 Forex Forex

Forex Flash

26.09.2024 Forex Forex

Forex Flash

26.09.2024 Equity Company Reports

Irce (BUY/New TP EUR 3.1) - Solid Margins in 2Q24 while Awaiting Winding Wires’ Recovery

26.09.2024 Commodities Focus

Focus Commodity - Quarterly Outlook - September 2024

26.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.09.2024 Commodities Commodity Flash

Commodity Flash

25.09.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - September 2024

25.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: la PBoC si affretta a tagliare i tassi

24.09.2024 Commodities Focus

Focus Commodity Trimestrale

24.09.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Settembre 2024

24.09.2024 Forex Forex

Forex Flash

24.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Ifo Germany: more negative signals

24.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Ifo Germania: aumentano i segnali negativi

24.09.2024 Forex Forex

Forex Flash

24.09.2024 Commodities Commodity Flash

Commodity Flash

24.09.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

24.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.09.2024 Equity Company Reports

Intermonte Partners (No Rating) - 1H24 Results

23.09.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Settembre 2024

23.09.2024 Equity Company Reports

NB Aurora (BUY/New TP EUR 13.5) - A More “Market-Friendly” Structure

23.09.2024 Forex Forex

G10 Forex - Quarterly update (G4 currencies) - 23 September 2024

23.09.2024 Forex Forex

Forex Flash

23.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: 1-0 per le colombe

23.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: one-nil to the doves

23.09.2024 Forex Forex

Forex G10 - Aggiornamento trimestrale (Forex G4) - 23 settembre 2024

23.09.2024 Forex Forex

Forex Flash

23.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.09.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

20.09.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Real rates steepening

20.09.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

20.09.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

20.09.2024 Reddito Fisso Fixed Income Analytics

Money Market Monitor - The return journey has begun

20.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

20.09.2024 Equity Company Reports

Avio (BUY from HOLD/New TP EUR 14.3) - Positive Business Cycle Ahead, Focus on Execution

20.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

20.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and event

20.09.2024 Equity Company Reports

Eurotech (HOLD from BUY/New TP EUR 1.2) - Changing Course in Stormy Waters

20.09.2024 Equity Company Reports

Moltiply Group (BUY/New TP EUR 43) - Growth Triggers Show Up Amid More Favourable Environment

20.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.09.2024 Equity Company Reports

Sanlorenzo (BUY/TP EUR 52.5) - Feedback From Investor Day

19.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The FOMC cuts rates more than expected, but smaller moves could be ahead

19.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Il FOMC taglia i tassi più del previsto, ma ci aspettiamo mosse di minore entità nei prossimi mesi

19.09.2024 Commodities Commodity Flash

Commodity Flash

19.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.09.2024 Equity Equity Daily

Specialist/CB Morning Watch 17 Sept

18.09.2024 Commodities Commodity Flash

Commodity Flash

18.09.2024 Forex Forex

Forex Flash

18.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.09.2024 Forex Forex

Forex Flash

17.09.2024 Equity Company Reports

Equita Group (BUY/TP EUR 4.6) - M&A in the Sector Signals Supportive Valuation

17.09.2024 Commodities Commodity Flash

Commodity Flash

17.09.2024 Forex Forex

Forex Flash

17.09.2024 Forex Forex

Forex Flash

17.09.2024 Equity Company Reports

Cellularline (BUY/New TP EUR 5.5) - Growth Trend Confirmed, Solid Cash Generation

16.09.2024 Equity Company Reports

Sanlorenzo (BUY/New TP EUR 52.5) - The Maison of Exclusive Motor and Sailing Yachts is Born

16.09.2024 Equity Company Reports

Aeroporto di Bologna (HOLD/New TP EUR 8) - Victim of Its Own Success

16.09.2024 Forex Forex

Forex Flash

16.09.2024 Forex Forex

Forex Flash

16.09.2024 Commodities Commodity Flash

Commodity Flash

16.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati macroeconomici agosto 2024

13.09.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

13.09.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

13.09.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

13.09.2024 Equity Company Reports

Orsero (BUY/TP EUR 26) - 2024 is a 'Normalised' Year

13.09.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 13 September 2024

13.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

13.09.2024 Macroeconomia e Congiuntura Focus

Focus United States - FOMC: 25bps cut expected, future path to be data-dependent

13.09.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: atteso un taglio di 25pb, il percorso futuro dipenderà dai dati

13.09.2024 Commodities Commodity Flash

Commodity Flash

13.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

13.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

13.09.2024 Forex Forex

Forex Flash

13.09.2024 Forex Forex

Forex Flash

13.09.2024 Equity Company Reports

Eurocommercial Properties (BUY/New TP EUR 27.4) - 1H24 Results

13.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.09.2024 Equity Company Reports

SeSa (BUY/TP EUR 175.5) - Temporary ‘Soft’ Digital Green Does Not Change Equity Story

13.09.2024 Equity Company Reports

Esprinet (BUY from HOLD/New TP EUR 6.6) - Signs of Consumer Demand Recovery in 2Q

12.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The ECB delivers its second rate cut in 2024

12.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - La BCE attua la seconda riduzione dei tassi ufficiali del 2024

12.09.2024 Forex Forex

Forex Flash

12.09.2024 Forex Forex

Forex Flash

12.09.2024 Commodities Commodity Flash

Commodity Flash

12.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

11.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: CPI core di agosto marginalmente superiore alle attese

11.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response . U.S.: August core CPI marginally higher-than-expected

11.09.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - Manufacturing recovery delayed to 2025

11.09.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - Ripresa manifatturiera rimandata al 2025

11.09.2024 Commodities Commodity Flash

Commodity Flash

11.09.2024 Forex Forex

Forex Flash

11.09.2024 Forex Forex

Forex Flash

11.09.2024 Equity Company Reports

Valsoia (BUY/TP EUR 14) - Positive Set of 1H Results Supports Our FY Estimates

11.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.09.2024 Commodities Commodity Flash

Commodity Flash

10.09.2024 Forex Forex

Forex Flash

10.09.2024 Forex Forex

Forex Flash

10.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production falls again

10.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

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

10.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero agosto 2024

10.09.2024 Equity Company Reports

LU-VE (BUY/TP EUR 28.8) - Profitability Held Up in a Weak Market

09.09.2024 Commodities Commodity Flash

Commodity Flash

09.09.2024 Forex Forex

Forex Flash

09.09.2024 Forex Forex

Forex Flash

09.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione agosto 2024

06.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US employment disappoints, but unemployment falls and wages rise

06.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - USA: deludono gli occupati, ma scende la disoccupazione e risalgono i salari

06.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.09.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

06.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

06.09.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

06.09.2024 Forex Forex

Forex Flash

06.09.2024 Equity Company Reports

Aeffe (HOLD/New TP EUR 0.75) - Still Weak 2H24 Expected

06.09.2024 Forex Forex

Forex Flash

06.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Produzione industriale in calo in Germania e Francia

06.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Industrial production declines in Germany and France

05.09.2024 Macroeconomia e Congiuntura Focus

Focus Italy - National Recovery and Resilience Plan: an update

05.09.2024 Macroeconomia e Congiuntura Focus

Focus Italia - PNRR: lo stato dell’arte

05.09.2024 Commodities Commodity Flash

Commodity Flash

05.09.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - New ECB rate cut likely in September

05.09.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - Probabile un nuovo taglio dei tassi BCE a settembre

05.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.09.2024 Commodities Focus

Focus Commodity - Global commodities overview - 04 settembre 2024

04.09.2024 Commodities Focus

Focus Commodity - Global commodities overview - 04 September 2024

04.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: political deadlock persists, public finances worsen

04.09.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

04.09.2024 Forex Forex

Forex Flash

04.09.2024 Forex Forex

Forex Flash

04.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

04.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi agosto

03.09.2024 Forex Forex

Forex Flash

03.09.2024 Forex Forex

Forex Flash

03.09.2024 Commodities Commodity Flash

Commodity Flash

03.09.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.09.2024 Commodities Commodity Flash

Commodity Flash

02.09.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response- Cina: PMI agosto NBS e PMI manifatturiero Caixin

30.08.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - BTP: un update su offerta e domanda

30.08.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.08.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

30.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - In calo l’inflazione ad agosto, sia nell’Eurozona che in Italia

30.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

30.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

30.08.2024 Commodities Commodity Flash

Commodity Flash

30.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.08.2024 Equity Company Reports

Fincantieri (HOLD/New TP EUR 5.6) - Exploiting the Underwater Potential

29.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy – The roadmap towards the 2025 budget

29.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia - Verso la manovra: a caccia di risorse

29.08.2024 Commodities Commodity Flash

Commodity Flash

29.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.08.2024 Equity Company Reports

IGD (BUY from HOLD/New TP EUR 2.6) - In Calmer Waters, Working on Disposals and Debt Maturities

28.08.2024 Commodities Commodity Flash

Commodity Flash

28.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.08.2024 Equity Company Reports

Biesse (BUY/New TP EUR 11) - Increased Focus on Efficiency, Ready for Market Recovery

27.08.2024 Reddito Fisso Fixed Income Analytics

ECB EAPP & PEPP Update - 27 August 2024

27.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.08.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - On the starting blocks

23.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

23.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

22.08.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - EUR swap inflation: still room to fall

22.08.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - Inflazione EUR swap: ancora spazio di discesa

22.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: al netto delle Olimpiadi il ciclo è debole, rallentano i salari negoziali nel 2° trimestre

22.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: excluding the Olympics, the cycle is weakening. Negotiated wages slowed in Q2

21.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.08.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 16 August 2024

14.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: CPI di luglio in linea con le aspettative

14.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - U.S.: July CPI in line with expectations

14.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.08.2024 Equity Company Reports

Cementir Holding (BUY/New TP EUR 10.4) - Focus on Input Costs while Awaiting a Volumes’ Recovery

13.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.08.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Vulnerable markets

12.08.2024 Equity Company Reports

Salcef Group (HOLD/TP EUR 26.6) - Strong Growth Momentum

12.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.08.2024 Equity Company Reports

FNM (BUY/TP EUR 0.68) - On Track with FY Guidance; Capex Lowered

09.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.08.2024 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 14.6) - A Quarter to Highlight for Its Strong Margins

08.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

08.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

08.08.2024 Equity Company Reports

Banca Sistema (BUY/New TP EUR 1.93) - Underlying Trends Confirmed

08.08.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

08.08.2024 Reddito Fisso Interest Rate Strategy

IRS - Headwinds for the BOJ

08.08.2024 Reddito Fisso Interest Rate Strategy

IRS - Venti contrari per la BOJ

08.08.2024 Equity Equity Daily

Specialist/CB Equity morning Watch

07.08.2024 Equity Company Reports

REVO Insurance (BUY/TP EUR 11.6) - Operational Growth Phase Started; Focus on AI and REVO Iberia

07.08.2024 Equity Company Reports

Growens (HOLD from BUY/New TP EUR 7.3) - ‘Really Good’ Growth Prospects for Beefree, but Priced In

07.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial output rebounds shyly in June

07.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: un timido rimbalzo per l’industria a giugno

06.08.2024 Equity Company Reports

Datalogic (BUY/New TP EUR 7.6) - Bottom Touched, Data Capture Supporting a Recovery

06.08.2024 Equity Company Reports

EuroGroup Laminations (BUY/New TP EUR 4.5) - Need to See an Acceleration in 2H but It’s not Out of Reach

06.08.2024 Equity Company Reports

Generalfinance (BUY/New TP EUR 12.8) - 2Q/1H Results: Still Strong Turnover Growth and Margins

06.08.2024 Equity Company Reports

SIT (BUY/New TP EUR 2.0) - Waiting for the Heating and Ventilation Market to Recover

06.08.2024 Equity Company Reports

MARR (BUY/New TP EUR 16.5) - Profitability Improving, 2024 Revenues and EBITDA Should Grow

06.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.08.2024 Equity Company Reports

BFF Bank (BUY/TP EUR 11.2) - 2Q24 First Take: A Weak Quarter

05.08.2024 Equity Company Reports

d'Amico Int'l Shipping (BUY/New TP EUR 8.4) - Record Spot Rates in 2Q, Still Supportive Outlook

05.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.08.2024 Equity Company Reports

Banca IFIS (BUY/New TP EUR 23.8) - 2Q24: Better Results and Door Open to a Guidance Upgrade

05.08.2024 Equity Company Reports

Tinexta (BUY/New TP EUR 23.5) - Lack of Contribution from ABF Led to Slightly Lower Guidance

05.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi Caixin

02.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - U.S. July Employment Report: Weaker Than Expected, Unemployment Rate Jumps

02.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: occupazione a luglio più debole del previsto, sale il tasso di disoccupazione

02.08.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

02.08.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

02.08.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

02.08.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

02.08.2024 Equity Company Reports

Wiit (BUY/TP EUR 26.7) - 1H Performance in Line with Expectations

02.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

02.08.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

02.08.2024 Forex Forex

Forex Flash

02.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.08.2024 Forex Forex

Forex Flash

01.08.2024 Equity Company Reports

Elica (HOLD/New TP EUR 2.1) - Doing the Homework, while Waiting for Market Recovery

01.08.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Strategy - UST swap spread: a debt issue

01.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: tassi fermi ma accenni a un taglio a settembre se i dati lo supportano

01.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: holds rates steady but hints at September cut if data supports

01.08.2024 Forex Forex

Forex Flash

01.08.2024 Reddito Fisso Interest Rate Strategy

IRS - UST swap spread: una questione di debito

01.08.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.08.2024 Forex Forex

Forex Flash

01.08.2024 Macroeconomia e Congiuntura Macro Rapid Response

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

31.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - July inflation data does not dispel doubts about the next ECB meeting

31.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - i dati di inflazione di luglio non sciolgono i dubbi sulla prossima riunione BCE

31.07.2024 Forex Forex

Forex Flash

31.07.2024 Forex Forex

Forex Flash

31.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.07.2024 Commodities Focus

Focus Commodity Trimestrale

30.07.2024 Commodities Focus

Focus Commodity - Crude oil and natural gas update - 30 July 2024

30.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area: GDP growth slightly above expectations

30.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: crescita del PIL leggermente sopra le attese

30.07.2024 Forex Forex

Forex Flash

30.07.2024 Forex Forex

Forex Flash

30.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.07.2024 Equity Company Reports

Zignago Vetro (BUY from HOLD/TP EUR 14.5) - Weak Demand, Prices Down, but We Should Now be at the Bottom

29.07.2024 Equity Company Reports

Sogefi (BUY/New TP EUR 2.4) - Hit by Market Volumes’ Downturn and CEO Resignation

29.07.2024 Forex Forex

Forex Flash

29.07.2024 Forex Forex

Forex Flash

29.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.07.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

26.07.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

26.07.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

26.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

26.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

26.07.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

26.07.2024 Macroeconomia e Congiuntura Focus

Focus United States - FOMC: rate cut on the horizon, pending proof of easing inflation

26.07.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: il taglio dei tassi resta all'orizzonte, in attesa di conferme sulla moderazione dell'inflazione

26.07.2024 Equity Company Reports

Banca IFIS (BUY/New TP EUR 23.7) - 2Q24 Preview: Solid Quarter and Visibility on Capital Distribution

26.07.2024 Forex Forex

Forex Flash

26.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

26.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

26.07.2024 Forex Forex

Forex Flash

26.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: indagini di luglio poco variate

26.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: July surveys little changed

26.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.07.2024 Forex Forex

Forex Flash

25.07.2024 Forex Forex

Forex Flash

25.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - : la PBoC taglia i tassi anche sulla MLF

25.07.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Looking beyond the summer lull

25.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - IFO Germania: economia ancora in stallo

25.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - IFO Germany: risks still tilted to the downside

25.07.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - July 2024

25.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: the INSEE index drops sharply in July

25.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: brusco calo per l’INSEE a luglio

25.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.07.2024 Forex Forex

Forex Flash

24.07.2024 Forex Forex

Forex Flash

24.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: pausa estiva?

24.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.07.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Luglio 2024

23.07.2024 Commodities Focus

Focus Commodity - Commodities and the energy transition - 23 July 2024

23.07.2024 Commodities Focus

Focus Commodity - Materie prime e transizione energetica - 23 luglio 2024

23.07.2024 Forex Forex

Forex Flash

23.07.2024 Forex Forex

Forex Flash

23.07.2024 Macroeconomia e Congiuntura Focus

Focus Italy - Demographic winter lengthens its shadow on GDP and public spending

23.07.2024 Macroeconomia e Congiuntura Focus

Focus Italia - L’inverno demografico allunga la sua ombra su PIL e spesa pubblica

23.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

22.07.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

22.07.2024 Reddito Fisso Interest Rate Strategy

IRS - Green Bond Brief

22.07.2024 Forex Forex

Forex Flash

22.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.07.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

19.07.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

19.07.2024 Forex Forex

Forex Flash

19.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

19.07.2024 Reddito Fisso Interest Rate Strategy

IRS- Green Bond Brief

19.07.2024 Forex Forex

Forex Flash

19.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

19.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

19.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.07.2024 Equity Company Reports

SeSa (BUY/New TP EUR 175.5) - Market Overreaction to ‘Softer’ Bottom Line Guidance

18.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - ECB: rates on hold and no forward guidance, as expected

18.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - BCE: tassi fermi e nessuna indicazione per settembre

18.07.2024 Forex Forex

Forex Flash

18.07.2024 Forex Forex

Forex Flash

18.07.2024 Commodities Commodity Flash

Commodity Flash

18.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.07.2024 Forex Forex

Forex Flash

17.07.2024 Forex Forex

Forex Flash

17.07.2024 Commodities Commodity Flash

Commodity Flash

17.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.07.2024 Reddito Fisso Interest Rate Strategy

IRS - EGBs: 2H24 issuance update

16.07.2024 Forex Forex

Forex Flash

16.07.2024 Forex Forex

Forex Flash

16.07.2024 Reddito Fisso Interest Rate Strategy

IRS - Governativi euro: update emissioni H2‘24

16.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PIL del 2° trimestre e dati di giugno 2024

15.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.07.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

12.07.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

12.07.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

12.07.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

12.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

12.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

12.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

12.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

12.07.2024 Commodities Commodity Flash

Commodity Flash

12.07.2024 Equity Company Reports

Retail Real Estate: Ready for a Rebound in Italy?

12.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.07.2024 Equity Company Reports

Seri Industrial (BUY/New TP EUR 7.6) - New Projects Could Bring Synergies but Add Complexity

11.07.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - The ECB will not touch its key policy rates this month

11.07.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - La BCE non toccherà i tassi ufficiali a luglio

11.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.07.2024 Macroeconomia e Congiuntura Focus

Focus Global Economy - The long and winding road to fiscal consolidation

10.07.2024 Macroeconomia e Congiuntura Focus

Focus Economia Globale - Il cammino lungo e accidentato verso il consolidamento fiscale

10.07.2024 Commodities Commodity Flash

Commodity Flash

10.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: parziale rimbalzo per la produzione industriale

10.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: partial rebound for industrial production

10.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione giugno 2024

09.07.2024 Commodities Commodity Flash

Commodity Flash

09.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.07.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

08.07.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

08.07.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

08.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - French vote: government formation will not be easy

08.07.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Political risks take central stage

08.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Elezioni in Francia: non sarà facile formare un governo

08.07.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

08.07.2024 Commodities Commodity Flash

Commodity Flash

08.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: occupazione più debole delle attese

05.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US June employment report weaker than expected

05.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

05.07.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

05.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

05.07.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

05.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: calendar effects or real weakness?

05.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany industrial production: a bad May

04.07.2024 Commodities Commodity Flash

Commodity Flash

04.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.07.2024 Commodities Commodity Flash

Commodity Flash

03.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi giugno 2024

02.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: in calo solo marginale l’inflazione a giugno

02.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: inflation only marginally down in June

02.07.2024 Commodities Commodity Flash

Commodity Flash

02.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

02.07.2024 Equity Company Reports

Sogefi (BUY/TP EUR 4) - All Is Set Now for a More Agile and Profitable Group

01.07.2024 Commodities Commodity Flash

Commodity Flash

01.07.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

01.07.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMi giugno 2024

01.07.2024 Equity Company Reports

Next Geosolutions Europe (BUY/TP EUR 10.1) - Initiation of Coverage: Turbines at Full Capacity for Offshore Expansion

28.06.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

28.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

28.06.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

28.06.2024 Forex Forex

Forex Flash

28.06.2024 Forex Forex

Forex Flash

28.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

28.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: CPI surprises slightly downward again

28.06.2024 Reddito Fisso Fixed Income Analytics

Money Market Monitor - Market expectations in times of uncertainty

28.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

28.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

28.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.06.2024 Commodities Commodity Flash

Commodity Flash

27.06.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Macroeconomic Outlook - June 2024

27.06.2024 Commodities Focus

Focus Commodity: Gold Sector - June 2024

27.06.2024 Forex Forex

Forex Flash

27.06.2024 Forex Forex

Forex Flash

27.06.2024 Commodities Commodity Flash

Commodity Flash

27.06.2024 Macroeconomia e Congiuntura Focus

Focus France - Possible post-electoral scenarios and implications for public finances

27.06.2024 Macroeconomia e Congiuntura Focus

Focus Francia - Possibili scenari post-elettorali e implicazioni per la finanza pubblica

27.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Area euro: ESI in lieve calo a giugno, risalgono i prezzi attesi nei servizi

27.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone: ESI slightly down in June, expected prices rise in services

27.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: mixed signals from June surveys

27.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: segnali contrastanti dalle indagini di giugno

27.06.2024 Commodities Focus

Focus Commodity: Settore Orafo - Giugno 2024

27.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

26.06.2024 Forex Forex

Forex Flash

26.06.2024 Forex Forex

Forex Flash

26.06.2024 Commodities Focus

Focus Commodity - Quarterly Outlook - June 2024

26.06.2024 Commodities Commodity Flash

Commodity Flash

26.06.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy - June 2024

26.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.06.2024 Macroeconomia e Congiuntura Scenario Macroeconomico

Scenario Macroeconomico Trimestrale - Giugno 2024

25.06.2024 Commodities Focus

Focus Commodity - Scenario Trimestrale - Giugno 2024

25.06.2024 Commodities Commodity Flash

Commodity Flash

25.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

25.06.2024 Forex Forex

Forex Flash

25.06.2024 Forex Forex

Forex Flash

24.06.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Giugno 2024

24.06.2024 Forex Forex

Forex Flash

24.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania IFO: la ripresa si prende una pausa?

24.06.2024 Forex Forex

Forex Flash

24.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: has the recovery hit the pause button?

24.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.06.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

21.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

21.06.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

21.06.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

21.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

21.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

21.06.2024 Forex Forex

G10 Forex - G4 Currencies (Quarterly update)

21.06.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - New risks materialize

21.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: battuta d’arresto a giugno

21.06.2024 Forex Forex

Forex Flash

21.06.2024 Forex Forex

Forex G10 - Valute G4 (Aggiornamento trimestrale) - 21 giugno 2024

21.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone PMIs: a setback in June

21.06.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

21.06.2024 Reddito Fisso Interest Rate Strategy

IRS - Short 2-year EUR inflation swap ZC

21.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

20.06.2024 Reddito Fisso Interest Rate Strategy

IRS - Corti swap inflazione ZC ex-tobacco a 2 anni

20.06.2024 Forex Forex

Forex Flash

20.06.2024 Equity Company Reports

First Capital (BUY/New TP EUR 24.4) - On the Way to Diversifying Business Model

20.06.2024 Forex Forex

Forex Flash

20.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

19.06.2024 Equity Company Reports

Tinexta (BUY/TP EUR 25.0) - Feedback from German Roadshow

19.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

18.06.2024 Equity Company Reports

SIT (BUY/New TP EUR 2.2) - Transitional FY24 Ahead of New Projects’ Full Impact

18.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.06.2024 Commodities Focus

Focus Commodity Trimestrale

17.06.2024 Commodities Focus

Focus Commodity - Global commodities update - 17 June 2024

17.06.2024 Forex Forex

Forex Flash

17.06.2024 Forex Forex

Forex Flash

17.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: dati di maggio 2024

17.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

14.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

14.06.2024 Forex Forex

Forex Flash

14.06.2024 Reddito Fisso Interest Rate Strategy

IRS - EGBs: a few thoughts

14.06.2024 Forex Forex

Forex Flash

14.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

14.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

14.06.2024 Commodities Commodity Flash

Commodity Flash

14.06.2024 Equity Company Reports

Pattern (BUY/New TP EUR 7.6) - Reinforcing Know-how in Knitwear

14.06.2024 Equity Company Reports

Newlat Food (BUY/New TP EUR 14.8) - Becoming New Princes After a Game-Changing Purchase

14.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.06.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

13.06.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

13.06.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

13.06.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

13.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Il FOMC vede un solo taglio quest'anno, ma riconosce i progressi sull'inflazione

13.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: tipping to one cut this year but acknowledging progress on inflation

13.06.2024 Forex Forex

Forex Flash

13.06.2024 Forex Forex

Forex Flash

13.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

12.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: sorprende al ribasso il CPI di maggio

12.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - U.S.: May CPI surprises downward

12.06.2024 Forex Forex

Forex Flash

12.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

12.06.2024 Forex Forex

Forex Flash

11.06.2024 Forex Forex

Forex Flash

11.06.2024 Commodities Commodity Flash

Commodity Flash

11.06.2024 Forex Forex

Forex Flash

11.06.2024 Macroeconomia e Congiuntura Focus

Focus United States - FOMC: rate cut projections to be trimmed

11.06.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: minori tagli dei tassi attesi entro fine anno

11.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.06.2024 Forex Forex

Forex Flash

10.06.2024 Forex Forex

Forex Flash

10.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italia: continua a calare la produzione industriale, in probabile contrazione nel 2° trimestre

10.06.2024 Commodities Commodity Flash

Commodity Flash

10.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production fell further in April, on course for a decline in Q2

10.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.06.2024 Commodities Focus

Focus Commodity - Coloniali: la tempesta perfetta continua - 07 giugno 2024

07.06.2024 Commodities Focus

Focus Commodity Trimestrale

07.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: occupazione più forte a maggio, ma disoccupazione di nuovo in aumento

07.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: employment stronger in May but unemployment rise again

07.06.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

07.06.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

07.06.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

07.06.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

07.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.06.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

07.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

07.06.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

07.06.2024 Forex Forex

Forex Flash

07.06.2024 Forex Forex

Forex Flash

07.06.2024 Commodities Commodity Flash

Commodity Flash

07.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: produzione industriale ancora debole ma la ripresa inizia ad intravedersi

07.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - German industrial production: muddling through, better times ahead?

07.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero maggio 2024

06.06.2024 Forex Forex

Forex Flash

06.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - The ECB’s easing phase will be very cautious

06.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - La fase di riduzione dei tassi BCE sarà molto cauta

06.06.2024 Equity Company Reports

Moltiply Group (BUY/New TP EUR 44.1) - From Italian Mortgages to International Brands and Services

06.06.2024 Forex Forex

Forex Flash

06.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: produzione industriale

05.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

05.06.2024 Forex Forex

Forex Flash

05.06.2024 Equity Company Reports

Alkemy (HOLD from BUY/New TP EUR 12) - Tender Offer by Retex

05.06.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - Being restrictive all year long

05.06.2024 Forex Forex

Forex Flash

05.06.2024 Commodities Commodity Flash

Commodity Flash

05.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi maggio 2024

05.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: industrial production

04.06.2024 Commodities Commodity Flash

Commodity Flash

04.06.2024 Forex Forex

Forex Flash

04.06.2024 Forex Forex

Forex Flash

04.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.06.2024 Forex Forex

Forex Flash

03.06.2024 Commodities Commodity Flash

Commodity Flash

03.06.2024 Reddito Fisso Interest Rate Strategy

IRS - Euro government spreads, credit spreads and cycle

03.06.2024 Reddito Fisso Interest Rate Strategy

IRS - Spread governativi euro, spread di credito e ciclo

03.06.2024 Forex Forex

Forex Flash

03.06.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

03.06.2024 Macroeconomia e Congiuntura Focus

Focus United States - Election Preview

03.06.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - Elezioni presidenziali

03.06.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

03.06.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: indici PMI maggio 2024

31.05.2024 Reddito Fisso Interest Rate Strategy

IRS - Bank of England and the trade-off between QT and fiscal policy

31.05.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Government Issuance

31.05.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

31.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

31.05.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 31 May 2024

31.05.2024 Forex Forex

Forex Flash

31.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Una scomoda accelerazione dell'inflazione nei servizi

31.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - An uncomfortable acceleration of services inflation

31.05.2024 Forex Forex

Forex Flash

31.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeonomics data and events

31.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

31.05.2024 Commodities Commodity Flash

Commodity Flash

31.05.2024 Reddito Fisso Interest Rate Strategy

IRS - Bank of England ed il trade-off tra QT e politica fiscale

30.05.2024 Forex Forex

Forex Flash

30.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Indagini di fiducia della Commissione Europea

30.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - EU Commission surveys

30.05.2024 Commodities Commodity Flash

Commodity Flash

30.05.2024 Forex Forex

Forex Flash

30.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

29.05.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - On 6 June, the ECB starts the easing phase

29.05.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - Il 6 giugno inizia la riduzione dei tassi BCE

29.05.2024 Commodities Commodity Flash

Commodity Flash

29.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response

29.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: manufacturing and consumer morale on the rise

29.05.2024 Forex Forex

Forex Flash

29.05.2024 Forex Forex

Forex Flash

29.05.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

Views on the Italian Economy

29.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

28.05.2024 Forex Forex

Forex Flash

28.05.2024 Commodities Commodity Flash

Commodity Flash

28.05.2024 Forex Forex

Forex Flash

27.05.2024 Forex Forex

Forex Flash

27.05.2024 Commodities Commodity Flash

Commodity Flash

27.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania IFO: deludente ma non troppo

27.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany IFO: disappointing but not too bad

27.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

27.05.2024 Equity Company Reports

TraWell (BUY/New TP EUR 14) - A Supportive Environment for External Growth Ambitions

24.05.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

24.05.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

24.05.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

24.05.2024 Reddito Fisso Fixed Income Analytics

2024- Italian Government Issuance

24.05.2024 Macroeconomia e Congiuntura La bussola dell'economia italiana

La Bussola dell'Economia Italiana - Maggio 2024

24.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

24.05.2024 Reddito Fisso Interest Rate Strategy

IRS - The government market under a starry sky

24.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

24.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

24.05.2024 Reddito Fisso Interest Rate Strategy

IRS- Il mercato governativo sotto un cielo stellato

24.05.2024 Forex Forex

Forex Flash

24.05.2024 Forex Forex

Forex Flash

24.05.2024 Commodities Commodity Flash

Commodity Flash

24.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia indagini INSEE: i servizi guidano ancora la ripresa

24.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France INSEE surveys: services still driving the recovery

24.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

24.05.2024 Equity Company Reports

Equita Group (BUY/TP EUR 4.6) - Equita Mid Cap Advisory Birth

23.05.2024 Macroeconomia e Congiuntura Focus

Focus Spain - Among the “best in class” in the Eurozone

23.05.2024 Macroeconomia e Congiuntura Focus

Focus Spagna - Tra i “primi della classe” nell’Eurozona

23.05.2024 Commodities Commodity Flash

Commodity Flash

23.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PMI area euro: un solido aumento a maggio

23.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area PMIs: a solid increase in May

23.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

23.05.2024 Forex Forex

Forex Flash

23.05.2024 Forex Forex

Forex Flash

22.05.2024 Equity Company Reports

FNM (BUY/New TP EUR 0.68) - 1Q24 Broadly in Line with FY24 Guidance

22.05.2024 Forex Forex

Forex Flash

22.05.2024 Forex Forex

Forex Flash

22.05.2024 Commodities Commodity Flash

Commodity Flash

22.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.05.2024 Equity Company Reports

Newlat Food (BUY/New TP EUR 7.7) - Efficiencies and Improving Mix Support FY24E Margins

21.05.2024 Forex Forex

Forex Flash

21.05.2024 Commodities Commodity Flash

Commodity Flash

21.05.2024 Equity Company Reports

Centrale del Latte d'Italia (BUY/TP EUR 4) - Stable YoY Revenues and Margins in 1Q24

21.05.2024 Forex Forex

Forex Flash

21.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

21.05.2024 Equity Company Reports

Aeffe (HOLD/TP EUR 0.9) - Weak 1Q24 and Cautious Outlook

20.05.2024 Macroeconomia e Congiuntura Focus

Focus Japan - Limited room for monetary policy adjustment in Japan

20.05.2024 Macroeconomia e Congiuntura Focus

Focus Giappone - Spazi ridotti per la politica monetaria in Giappone

20.05.2024 Forex Forex

Forex Flash

20.05.2024 Forex Forex

Forex Flash

20.05.2024 Equity Company Reports

Salcef Group (HOLD/TP EUR 26.6) - Strong Top Line Momentum, Profit Margin Softening

20.05.2024 Equity Company Reports

Datalogic (BUY/New TP EUR 7.4) - Close to Bottom, Now the Challenge Is Going Back to Growth

20.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

17.05.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

17.05.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance -

17.05.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

17.05.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance

17.05.2024 Forex Forex

Forex Flash

17.05.2024 Equity Company Reports

LU-VE (BUY/TP EUR 28.8) - Revenues Affected by Heat Pumps, Profitability Up

17.05.2024 Equity Company Reports

BFF Bank (BUY/TP EUR 11.2) - Confident on the Sustainability of the Model

17.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

17.05.2024 Equity Company Reports

F.I.L.A. (BUY/New TP EUR 13.9) - 1Q24: A Good Delivery, despite One-offs

17.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

17.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

17.05.2024 Forex Forex

Forex Flash

17.05.2024 Commodities Commodity Flash

Commodity Flash

17.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response Cina: dati di aprile 2024

17.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.05.2024 Equity Company Reports

Alkemy (BUY/TP EUR 14.5) - Soft 1Q; Rebound Expected in 2H

16.05.2024 Forex Forex

Forex Flash

16.05.2024 Equity Company Reports

Irce (BUY/TP EUR 3) - Solid Margins in 1Q24 while Awaiting Winding Wires’ Recovery

16.05.2024 Commodities Commodity Flash

Commodity Flash

16.05.2024 Forex Forex

Forex Flash

16.05.2024 Equity Company Reports

Equita Group (BUY/TP EUR 4.6) - In Line 1Q Results in a Still Soft Market

16.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

16.05.2024 Equity Company Reports

MARR (BUY/TP EUR 16) - Another Step Forward in Recovering Profitability

15.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: non sorprende al rialzo il CPI di aprile

15.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - U.S.: April CPI does not surprise to the upside

15.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Previsioni di primavera della Commissione Europea

15.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - EU Commission Spring 2024 forecast

15.05.2024 Commodities Focus

Focus Commodity Trimestrale

15.05.2024 Commodities Commodity Flash

Commodity Flash

15.05.2024 Forex Forex

Forex Flash

15.05.2024 Forex Forex

Forex Flash

15.05.2024 Equity Company Reports

Openjobmetis (Tender Shares) - Just On Business Consolidation Offset a Still Soft Market

15.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

15.05.2024 Equity Company Reports

Tinexta (BUY/TP EUR 25.0) - ‘Light’ BI performance, in Line with Expectations

15.05.2024 Equity Company Reports

Banca Sistema (BUY/New TP EUR 1.84) - Solid 1Q Results, Despite Still Rising Cost of Funding

14.05.2024 Equity Company Reports

Esprinet (HOLD/TP EUR 5.4) - Still Soft Consumer Demand; Further Strong Improvement in NWC

14.05.2024 Forex Forex

Forex Flash

14.05.2024 Forex Forex

Forex Flash

14.05.2024 Equity Company Reports

Elica (HOLD from BUY/New TP EUR 2.2) - Setting the Foundation for Future Growth

14.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

13.05.2024 Commodities Focus

Focus Commodity - Gold and precious metals - 13 May 2024

13.05.2024 Commodities Focus

Focus Commodity - Oro e metalli preziosi - 13 maggio 2024

13.05.2024 Equity Company Reports

REVO Insurance (BUY/TP EUR 11.6) - 1Q24 Results: Higher Visibility on 2024 GWP Guidance

13.05.2024 Forex Forex

Forex Flash

13.05.2024 Forex Forex

Forex Flash

13.05.2024 Commodities Commodity Flash

Commodity Flash

13.05.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

13.05.2024 Equity Company Reports

Cellularline (BUY/TP EUR 5.3) - Growth Trend Confirmed

13.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: inflazione aprile 2024

13.05.2024 Equity Company Reports

BFF Bank (BUY/New TP EUR 11.2) - Weakened Equity Story, but Market Overreacted

13.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

10.05.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance

10.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.05.2024 Reddito Fisso Fixed Income Analytics

2024 Spanish Government Issuance

10.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

10.05.2024 Equity Company Reports

Wiit (BUY/TP EUR 26.7) - A Positive Start to the Year

10.05.2024 Equity Company Reports

d'Amico Int'l Shipping (BUY/New TP EUR 7.9) - Still Solid Product Tankers Market Ahead

10.05.2024 Reddito Fisso Fixed Income Analytics

2024 Italian Government Issuance - 10 May 2024

10.05.2024 Forex Forex

Forex Flash

10.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomics data and events

10.05.2024 Reddito Fisso Fixed Income Analytics

Money Market Monitor - Not so easy to ease

10.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

10.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: commercio estero aprile 2024

10.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

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

10.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Italy: industrial production falls again in March

10.05.2024 Commodities Commodity Flash

Commodity Flash

10.05.2024 Equity Company Reports

BFF Bank (Under Review) - Dividend Ban and Potential Capital Hit

10.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

09.05.2024 Forex Forex

Forex Flash

09.05.2024 Reddito Fisso Fixed Income Analytics

ECB EAPP Update

09.05.2024 Forex Forex

Forex Flash

09.05.2024 Commodities Commodity Flash

Commodity Flash

09.05.2024 Reddito Fisso Interest Rate Strategy

Interest Rate Forecasts - A breakeven rally

09.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.05.2024 Forex Forex

Forex Flash

08.05.2024 Forex Forex

Forex Flash

08.05.2024 Equity Company Reports

Alkemy (BUY/New TP EUR 14.5) - Soft Start to the Year Expected

08.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

08.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germania: torna a calare la produzione a marzo

08.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Germany: industrial production pulls back in March

08.05.2024 Equity Company Reports

Orsero (BUY/TP EUR 26) - Soft 1Q, in Line with Expectations

07.05.2024 Macroeconomia e Congiuntura Focus

Focus Euro Area - What changes with the new SGP?

07.05.2024 Macroeconomia e Congiuntura Focus

Focus Area Euro - In vigore la riforma del patto di stabilità e crescita

07.05.2024 Forex Forex

Forex Flash

07.05.2024 Commodities Commodity Flash

Commodity Flash

07.05.2024 Forex Forex

Forex Flash

07.05.2024 Reddito Fisso Interest Rate Strategy

IRS - EU bonds, a matter of transience

07.05.2024 Reddito Fisso Interest Rate Strategy

IRS- EU bond: una questione di transitorietà

07.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

07.05.2024 Equity Company Reports

Digital Value (BUY/TP EUR 115) - Continuing to Outperform the Market

06.05.2024 Forex Forex

Forex Flash - 6 May 2024

06.05.2024 Equity Company Reports

Generalfinance (BUY/New TP EUR 12.9) - 1Q24 Confirms Strong Volume Growth Potential

06.05.2024 Forex Forex

Forex Flash - 6 maggio 2024

06.05.2024 Commodities Commodity Flash

Commodity Flash

06.05.2024 Equity Company Reports

Zignago Vetro (HOLD from BUY/New TP EUR 14.5) - A Challenging 2024, Confidence in Medium-Term Potential

06.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

06.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI servizi aprile 2024

03.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - US: employment disappoints in April

03.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stati Uniti: delude l’occupazione ad aprile

03.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

03.05.2024 Macroeconomia e Congiuntura Weekly Economic Monitor

Weekly Economic Monitor

03.05.2024 Forex Forex

Forex Flash - 3 May 2024

03.05.2024 Forex Forex

Forex Flash - 3 maggio 2024

03.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendar of macroeconomic data and events

03.05.2024 Macroeconomia e Congiuntura Calendario Eventi Macroeconomici

Calendario dei dati macroeconomici e degli eventi

03.05.2024 Commodities Commodity Flash

Commodity Flash

03.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Francia: produzione industriale cala a sorpresa a marzo

03.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - France: industrial output falls unexpectedly in March

02.05.2024 Reddito Fisso Fixed Income Analytics

Auction Calendar - Euro Area and US Govt Bonds

02.05.2024 Forex Forex

Forex Flash - 30 aprile 2024

02.05.2024 Forex Forex

Forex Flash - 2 May 2024

02.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: i tagli dei tassi restano sul tavolo, ma potrebbero essere rimandati

02.05.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - FOMC: rate cuts still on the table, but they may be postponed

02.05.2024 Forex Forex

Forex Flash - 2 maggio 2024

02.05.2024 Commodities Commodity Flash

Commodity Flash

02.05.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.04.2024 Reddito Fisso Interest Rate Strategy

IRS - Positioning on EUR and USD short-term rates

30.04.2024 Macroeconomia e Congiuntura Focus

Focus United States -FOMC: no rush to cut rates

30.04.2024 Macroeconomia e Congiuntura Focus

Focus Stati Uniti - FOMC: nessuna fretta di tagliare i tassi

30.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - PIL area euro: un 1° trimestre più forte delle attese

30.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Stabile come atteso l’inflazione Eurozona, ma rallenta meno del previsto l’indice core; in calo il CPI in Italia

30.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Eurozone inflation stable as expected, but core index falls less than anticipated; CPI in Italy falling

30.04.2024 Reddito Fisso Interest Rate Strategy

IRS- Strategie sulla parte a breve delle curve EUR e USD

30.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Euro area GDP: a stronger than expected Q1

30.04.2024 Commodities Commodity Flash

Commodity Flash

30.04.2024 Equity Company Reports

Salcef Group (HOLD/New TP EUR 26.55) - Finhold - MSIP Purchase Agreement Aimed at Delisting

30.04.2024 Forex Forex

Forex Flash - 30 April 2024

30.04.2024 Equity Equity Daily

Specialist/CB Equity Morning Watch

30.04.2024 Macroeconomia e Congiuntura Macro Rapid Response

Macro Rapid Response - Cina: PMI aprile 2024

29.04.2024 Reddito Fisso Fixed Income Analytics

2024 Euro Area Government Issuance - 29 April 2024