Market Mover

La guerra in Palestina è stata una tragedia umanitaria ma anche un grosso affare per molte società quotate alla Borsa di Tel Aviv. Ecco quali. Learn more about your ad choices. Visit megaphone.fm/adchoices

La partita segna una netta accelerazione in queste settimane. Focus sul cda del Leone del 6 agosto Learn more about your ad choices. Visit megaphone.fm/adchoices

Lo stop al commercio globale rischia di incappare il motore dell’economia mondiale e a perderci saranno tutti Learn more about your ad choices. Visit megaphone.fm/adchoices

The podcast dives into the recent trade agreements between the U.S. and the EU, highlighting the heavy impact of a 15% tariff on European imports. It analyzes market reactions and the challenges faced by European companies amid a strong dollar. Discussions reveal the complexities of European governance in negotiations and the need for a more assertive stance to protect industrial interests. Additionally, it explores shifting investor preferences between European and American stocks and examines the European Central Bank's strategies for controlling inflation.

Le novità introdotte dalla legge di bilancio cambiano i requisiti per andare in pensione prima Learn more about your ad choices. Visit megaphone.fm/adchoices

Marzia Redaelli, a finance expert at Plus, dives into the heated debate of short-term investment options. She analyzes the pros and cons of government bonds versus deposit accounts, revealing how current market conditions influence investors. The discussion covers essential factors like liquidity, tax implications, and the importance of understanding the terms of deposit accounts. Marzia also explores alternative investment avenues, shedding light on interest rates and guarantees, encouraging younger investors to reassess their approaches to liquidity management.

Laura Bonadies, an expert in market analysis, delves into the thriving world of Prysmian, a leading cable manufacturer adapting to AI and electrification trends. She discusses the company's impressive growth amidst the evolving data infrastructure and telecom sectors in Italy. The conversation highlights Prysmian's strategic investments in technology and energy, as well as the impacts of tariffs on copper trade. Bonadies paints a picture of resilience and optimism for the future, making it a fascinating listen for market enthusiasts.

Oggi la Bce dovrebbe sospendere temporaneamente il percorso di taglio dei tassi, in attesa di novità sul fronte tariffario Learn more about your ad choices. Visit megaphone.fm/adchoices

Vito Lops, a journalist from the Finanzen at Sole 24 Ore, shares insights on the concept of risk premium and its vital role in guiding investment decisions. He discusses the recent surge in stock prices fueled by retail investors and whether it's wise to jump in now. The conversation touches on investor behavior amid volatility, with the VIX index highlighting market fears. Lops also addresses the current dynamics of the cryptocurrency regulatory landscape, comparing U.S. and EU approaches, making for a thought-provoking discussion on investment strategies.

Sissi Bellomo, a gas market expert and colleague of Andrea Franceschi, discusses Eni's landmark 20-year LNG supply contract with the U.S. This agreement marks a pivotal shift from reliance on Russian gas, enhancing energy security for Europe. Bellomo highlights the political implications of increasing American LNG in the European market and the strategies nations like Germany are adopting to navigate this transition. The conversation also touches on the volatile landscape of gas prices and the impact of ongoing geopolitical tensions.