“Fase 1” dell’accordo commerciale attesa per questa settimana
13 Jan 2020Rally dell’oro a causa delle tensioni in Medio Oriente
09 Jan 2020Mercati petroliferi in rialzo dopo il raid USA contro il generale iraniano Soleimani
09 Jan 2020OPEC cuts fuel oil rally
09 Dec 2019The Organisation of the Petroleum Exporting Countries (OPEC) and its partners have reached a preliminary deal to cut oil supply by a further 500,000 barrels per day, bringing total cuts (relative to Oct 2018 levels) to 1.7mn barrels per day. Brent prices rallied by more than 5% last week as markets began pricing in the supply cuts over the course of the week.
US threatens trade tariffs on France
09 Dec 2019US Trade Representative Robert Lighthizer has threatened to slap tariffs of up to 100% on French goods (roughly US$2.4bn of French imports) in retaliation for a new digital services tax on US technology companies.
Cause for trade optimism?
02 Dec 2019China has announced plans to develop new measures to protect against the theft of intellectual property (IP) – one of the main demands of US trade negotiators. This has helped spur optimism that the US and China may be closer to a deal than previously anticipated. No meaningful breakthrough has yet been achieved between the two countries.
Oil markets await OPEC action
02 Dec 2019Oil markets will look out for key announcements after the Organisation of the Petroleum Exporting Countries (OPEC) meetings this week. Markets expect policy announcements with regards to an extension or further deepening of oil supply cuts by the OPEC.
Polls give Conservatives lead ahead of UK elections
02 Dec 2019In the UK, pound sterling rose slightly versus the US dollar last week as an important poll – YouGov suggested that a Conservative Party win was the likely outcome for the upcoming Dec 12 elections. The YouGov poll predicted that the Conservative Part would win 359 seats, giving it the largest working majority in decades. Boris Johnson also promised that he would deliver a new Brexit deal to parliament before Christmas.
La Germania evita di poco la recessione
25 Nov 2019L’economia tedesca ha evitato di poco la recessione, riportando una crescita dello 0,1% nel terzo trimestre dell’anno, dopo una contrazione dello 0,2% nel secondo trimestre. Il settore manifatturiero tedesco, trainato dalle esportazioni, si è leggermente ripreso grazie ad una crescita di queste ultime, pari all’1%, durante il trimestre. Le scaramucce commerciali USA-Cina hanno penalizzato l’attività dell’Eurozona, con l’indice manifatturiero PMI in contrazione al 46,6 nel mese di novembre.
Oro relativamente piatto a causa della confusione dovuta alle diatribe commerciali
25 Nov 2019Il prezzo dell’oro è sceso all’inizio del mese, a seguito della ventata di ottimismo sui mercati dovuta ad una “fase uno” di un accordo commerciale tra gli USA e la Cina. Da allora, tuttavia, i due Paesi non hanno proceduto con convinzione e chiarezza verso un accordo che ne sanasse i dissapori. I prezzi dell’oro hanno registrato un andamento laterale nelle due ultime settimane e restano reattivi rispetto gli sviluppi sul fronte dei commerci.