(Il Sole 24 Ore Radiocor)– The European luggage journey weak with the Dax 30 and the CAC 40 slightly below equality whereas the FTSE MIB marks essentially the most substantial drops with gross sales that fall on financial institution securities. The issues for the business voltages internationally, with President Donald Trump, who introduced the doubling charges on aluminum and 50% metal Starting from June 4. The White House, nonetheless, made it identified that he’s optimistic about negotiations with Europe and that as well as, there shall be one Call between the American president and the Chinese president, Xi Jiping. On the macro entrance, anticipated for the information onInflation in Europe which can even affect the choices of the board of the European Central Bank that may meet on Thursday. According to specialists, the Central Institute ought to proceed with a charges of 25 fundamental factors, offered that inflation is beneath management. “We expect that the European Central Bank will cut the rates of 25 basis points next week, since the risk of inflation below the expectations widely compensates for economic resilience,” he explains Carsten BrestGlobal Head of Macro of Ing. “The inflationary pressures in the Eurozone are attenuating more quickly than expected. The president of the United States Donald Trump not only reported the European economy but also almost made inflation disappear. The strengthening of the exchange rate of the euro and the drop in oil prices due to the instability of the US economic policy have increased the unfruption pressures in the Eurozone “, he continues. “And although in recent weeks some contrary movements have occurred, the nominal effective exchange rate of the euro is even higher than 3% and oil prices lower than 10% compared to the March meeting of the ECB and the last round of ECB forecast. These two developments on their own should reduce the inflation forecasts of the ECB about 0.3 percentage points ».
The OECD confirms Eurozone PDE estimates +1% in 2025
The OECD has confirmed the Eurozone GDP growth estimates both for 2025 and 2026 respectively all’1% e all’1,2%in line with the March forecasts. This is what emerges from the new edition of the Economic Outlook published in Paris which instead sees a decided cutting of the United States growth projections For 2025 to 1.6% against +2.2% scheduled for three months ago. Estimates for 2026 to 1.5%are also slightly reduced, one tenth less than March projections. As for China, the OECD sees a growth at 4.7% in 2025 and 4.3% for 2026, in slowing down from 5% in 2025. For the first European economy, Germany, the OECD confirmed the provision of a growth of 0.4% in 2025 which should follow an acceleration to +1.2% in 2026 (revised to rise in a tenth). Coming toItalia Economic growth will go from 0.7% of 2024, to 0.6% in 2025, and then returns to 0.7% of 2026.
In Piazza Affari Sales on bank securities
On the main Milanese list weak the titles of the banking sector with the Risiko that has come alive for several weeks now. Unicredit and Banco Bpm travel, little moved. Mediobanca, on the other hand, marks more sustained as the countdown for the shareholders’ meeting convened for June 16, which will have to exhale on the offer launched on Banca Generali. Cold reception of the approval market by the European Union, of the joint venture between Leonardo – Finmeccanica, Bae Systems and Japan Aircraft Industrial Enhancement (Jaiec) for the new generation hunting GCAP program. Acquired on Recorded in the wake of the agreements signed by Sanoph and Bristol -my Squibb that report the resumption of the activity of M&A in the Pharma sector. Focus also on Stmicroelectronics Struggling with the duties issue, after Taiwanese TSMC has indicated that American commercial policy is impacting the company, even if the question for AI remains strong.
The rising of the oil continues, the gold slows down
After the rise of the eve, the value of crude oil continues to rise: the Brent of the North Sea is carried over the 65 dollars per barrelwhile the WTI passes from hand to 62 dollars. The gas stands at 35 euros at Megawattora. On the front change, The euro is worth $ 1,1428 (on the eve 1,1430) and 142.88 Yen (142.75), while the dollar-yen cross is 163.3 (163.16). THE’gold slows down the pace: The Future is down to 3,388 dollars, the ounce. Finally, Bitcoin passes from hand to 105,461 dollars.
Charming spread at 101 points, performance at 3.50%
The unfold between BTP and Bund secure. The efficiency differential between the ten -year BTP benchmark and the identical German deadline stands at 101 foundation factorsthe identical worth because the chief’s closing. The yield of the ten -year benchmark BTP which stands at 3.50% from 3.53% of the earlier reference.
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