Market Mover
Il Sole 24 Ore
Le variabili che influenzano l’andamento dei listini, le storie societarie del momento e i protagonisti dell’attualità finanziaria. Questi e altri temi sono oggetto di approfondimento di Market Mover, il podcast del Sole 24 Ore che vi racconta le notizie che muovono i mercati. Dal lunedì al sabato il punto sui mercati finanziari, l’analisi dello scenario e delle prospettive future ma anche l’approfondimento delle notizie societarie più importanti. L’attualità finanziaria più complessa spiegata con parole semplici.
Episodes
Mentioned books
Jul 15, 2025 • 10min
Dazi, mercati alla finestra
The podcast dives into the high-stakes world of international trade, focusing on proposed tariffs from the U.S. and their implications for Europe. It highlights contrasting strategies from Germany, Italy, and France amidst market volatility. The conversation then shifts to the potential effects of new tax threats and trade tensions with China. Finally, the discussion touches on how tariffs could impact the European economy and provides insights into Bitcoin's rising value and its relevance in European investment strategies.
Jul 14, 2025 • 14min
Chi ha paura dell’orso?
Per chi investe con la prospettiva di lungo termine la probabilità di incorrere in “bear market” è alta ma occorre prenderla con filosofia Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 12, 2025 • 17min
Treasury a sconto, conviene comprare?
Marzia Redelli, an expert on investing in U.S. treasuries, shares valuable insights on navigating the current financial landscape. She discusses the appealing yields of U.S. Treasury securities compared to Italian BTPs amidst dollar fluctuations. Risks associated with rising yields and geopolitical tensions are examined, alongside the dollar's resilience as a global reserve currency. Redelli also offers strategic advice for Italian investors considering U.S. securities, weighing the benefits of direct purchases against mutual funds and ETFs.
Jul 11, 2025 • 18min
Azioni Usa e bond Ue nella strategia di Blackrock<br/>
Bruno Rovelli, Chief Investment Strategist for Italy at BlackRock, discusses current market dynamics with a focus on U.S. stocks and European bonds. He emphasizes the impact of economic volatility and the challenges of policy changes in global markets. Rovelli also analyzes why European assets are becoming more attractive amid recession fears and critiques the dollar's future. Lastly, he highlights the evolving role of AI in investment strategies and the differing technological advancements between the U.S. and Europe.
Jul 10, 2025 • 14min
Quali prospettive per i bond high yield europei?
Nuovi record di emissioni per i bond societari ad alto rischio denominati in euro. Ecco perché Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 9, 2025 • 13min
Il ruolo dei retail nel rimbalzo di Wall Street
... Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 8, 2025 • 13min
L’exploit dell’azionario cinese
Giacomo Kalef, Country Manager of NF Partners, dives into the remarkable 30% gain of the Hong Kong index over the past year, analyzing its outperformance against global markets. He discusses the fierce competition between China and the U.S., especially in technology and AI. The podcast highlights the shift in China's tech strategy to improve self-sufficiency and innovation while addressing economic challenges. Kalef also evaluates the potential of Chinese technology stocks and the crucial need for discerning sectoral investment in this evolving landscape.
Jul 7, 2025 • 15min
Perché i mercati salgono nonostante le incertezze?
Wall Street si mette alle spalle il bear market ma i nodi sulla partita dazi restano da sciogliere Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 5, 2025 • 16min
La promessa mancata dei Pir
I piani dovevano investire in piccole e medie imprese ma in realtà gli investimenti premiano le blue chip Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 4, 2025 • 15min
Il ricatto digitale nella partita dazi
Dopo l’intesa Nato sulle spese militari al via il negoziato più difficile: quello sui dazi. Quali armi per l’Europa? Learn more about your ad choices. Visit megaphone.fm/adchoices
