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04.06.2018 11:21
God created war so that Americans would learn geography» (Mark Twain)
The situation in China is stable, Japan is nervous, Europe threatens. The market remains active and open for speculation. Next «Beige book» and May NFP have again shown that the economy of the USA is rather strong to endure an increase in rates though falling of unemployment rates increa...
28.05.2018 13:13
Market in Search of a Scenario: Italian Drama and American Comics
The world prepares for sanctions against Iran; euro − to the debt attack, the USA – to important NFP. The hot summer will be on the markets. The FRS meeting minutes as of 2 May left a strange impression. FRS obviously happy with the current growth of economy, risks of strong growth of in...
21.05.2018 11:18
The market as a theater: «Chippolino» coalition and Big Brother
We wait for active drivers from OPEC, FRS, China and a situation with Brexit. The Italian eurosceptics continue to press on the European market. Last week information leakage about the agreement of «5 stars» + North League has led to panic and a sale of the Italian assets that gives to eu...
14.05.2018 12:36
Trade wars. Episode of III: Iranian subject
Trump increases activity before intermediate congressional elections in the USA in the fall. Formation of the coalition government of Italy between parties «5 stars» and North League has become possible after reciprocal concessions, in particular, after Berlusconi's consent to create an o...
07.05.2018 11:19
Italian deadlock: elections without the choice – it is worse than any result
Iran passes to active threats. Trade wars of Trump become the constant toning factor for the market. Democrats of Italy have refused the beginning of negotiations on the formation of the government with the «5 stars» party. Today the president Mattarella will carry out a final round of c...
30.04.2018 11:04
The market as a theater of the absurd: old actors and new scenarios
Coalition fights in Italy, the Iranian nuclear collapse and the Korean truce. Trump is again on the stage - the peacekeeper, the blackmailer and the businessman. Draghi was succeeded to bring euro out of trade range, having lowered couple of EUR/USD to a three-months minimum though his s...
23.04.2018 10:07
Trump blackmail brings the result
The settlement agreement with the EU and friendship with Japan sacrifices China. The next insider from the ECB looks quite logical – Draghi has dared to break «silence regime» to test market moods before a meeting on 26 April. It is obvious that irrespective of growth of economy and infla...
16.04.2018 11:14
By the rockets to market: the mission is declared and exceeded
The markets rushed about between China, the next attack of a trampomania, the Italian debate, but Syria was the last factor for falling of the stock market. On Friday night the USA, Great Britain and France have struck the coordinated air blow to the objects concerning production and use ...
09.04.2018 09:46
Market&Spiderman: whether Trump is ready to two-front war?
There is no fighting yet, but the markets teeter on the brink of a nervous breakdown. The American report on work appeared below the forecast (traditionally – because of weather), but hasn't caused accidentin the markets, expectations on growth of rates of FRS have almost not changed, the...
02.04.2018 11:30
Results of the first quarter: there is a lot of events, not much use
Italy opens the political trade; the subject of oil remains relevant. The markets prepare for spring approach. Despite weakening of the bull market, investors didn't hurry to transfer the funds to USD, instead, they bought euro and pound (including in cross with yen), being afraid of the ...