[edmc id= 3109]Download here the Weekly Market Brief[/edmc] United States This week has been very intensive due to the large amount of macroeconomic data that have stricken the US economy. On the labour market side, the situation continues to improve. In fact, the initial jobless claim beat expectations, 260K requests against Read more…
[edmc id= 3009]Download here the Weekly Market Brief[/edmc] United States October still seems to be a very positive month for US equities. Some analysts pointed it out as the month for a possible rate hike, but it ended up being positive so far, even if uncertainties about the long-awaited rate hike Read more…
[edmc id= 2948]BSIC Weekly Market Brief[/edmc] United States The new positive data regarding the labour market and the speech of the FOMC regarding the recent decision of the FED not to hike interest rates have impacted US markets in the past week. For what concerns the labour side, the Initial Read more…
BSIC Weekly Market Brief United States The major benchmarks were mixed as worries over China’s waning commodity demand and the potential for new rules on drug pricing gave way to a late-week rally. Stocks fell sharply at the start of the week, reaching back toward the lows that they had Read more…
BSIC Weekly Market Brief United States Last week decision by the FED to keep the cost of money unchanged was still affecting the stock market, pushing the S&P500 down during the first part of this week. On the other hand, the yield on the 10-year Treasury Notes has floated quite Read more…
US The market movers in the week just past us in the US were certainly the news on the labor market; non-farm payrolls soared past estimates at 295,000 and unemployment tumbled at 5.5 per cent. The latter figure is the upper limit of what has been previously defined by the Read more…
This week, we are proud to publish an in-deep analysis on the Italian Popolari banks situation, one of the most discussed topics since the announcement of the AQR done by the ECB. Thanks to the recent rumors of an Italian decree, which changes the voting powers’ structure of the above Read more…
Market volatility has increased recently, and also the endless linear trend of the S&P 500 has been marginally affected. Quoting some numbers, the VIX index moved to over 26 in mid-October from a minimum of 10 reached this summer. Volatility is a sign of market nervousness; besides being common during Read more…
After analyzing Moncler’s fundamentals last week (https://bsic.it/2013/11/30/piazza-affari-revival-moncler-ipo/), in this article we want to provide a more practical description of how it would be possible to profit from the hottest IPO of the year on Borsa Italiana. We have investigated three different ways of benefitting from Moncler’s IPO: • Underwrite the Read more…
US This week has been really quiet for the US. Two main issues arise: the initial jobless claims surprise on the downside (actual 316K vs expected 330K), and the decline in the durable goods orders. (-2%) in October. With regard to the first data, although it is clearly good for Read more…
Panel 22|11|2013 US This week Bernanke surprised the markets outlining the chance of early tapering of QE (December meeting). For us this is quite surprising, as we still believe the US economy is not performing as well as it was believed this spring. Three main reasons have worsened our outlook Read more…