(Adnkronos) - Pietro Calì, analista finanziario, commenta all'Adnkronos i prossimi appuntamenti chiave dei mercati: riflettori puntati sulle trimestrali Usa, con grande attesa per i conti di JP Morgan e Goldman Sachs, in calendario domani.
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00:00It will be a very important week for the international markets.
00:04First of all, it is the starting week of the American trimesters,
00:07and, as always, it starts with the banking and financial sectors.
00:11Tomorrow, JP Morgan, Citigroup and Goldman Sachs will publish their accounts,
00:15while the day after we will see the publication of Morgan Stanley and Bank of America.
00:20Obviously, these data will be important because they will tell us what the health of the real American economy is.
00:26Another fundamental fact is the publication of the American inflation,
00:30and this will give us some indications of the next moves of the Federal Reserve.
00:35In Europe, the discourse is a bit different.
00:37We are in a phase in which the inflation has dropped a lot,
00:40the ECB will probably cut the cuts in a more numerous way this year,
00:46and, above all, we see a euro that is weakening decisively compared to the dollar.
00:52This should also be taken into account for exports to that country.
00:57In Italy, extreme attention is paid to companies such as Telecom Italia, Brunello Cucinelli,
01:02and, of course, to the entire banking sector, which is experiencing a very important phase
01:07in which the possible extraordinary operations and the famous banking risk
01:11could really materialize and bring benefits also to its shareholders.