Monday, June 22, 2015

The markets are betting on the agreement greek: Milan + 2%, it collapses … – The Republic

MILAN – 10:00. If you were to give confidence to the information coming from the markets, there would be no doubt that Greece and international creditors agreement will be able to put all agree. As presaged the trend of the future, in fact, the European stock markets start to skyrocket: Milan gained 2%, Paris rises 2.7% as Frankfurt , London more than + 1.4%. Athens opens in the rally with a gain of over 6% and the pressure of the banks. Euphoria similar to the spread between BTPs and German Bunds, down fifteen basis points in area 130 points, with the return on ten-year Italian at 2.1%, slightly above that of the Spanish Bonos. Well l ‘, which despite the risk disruption stabilizes at $ 1.135 area.

As mentioned, the mood of the markets we measure everything according to the performance of the negotiations between Greece and Brussels Group, that the international creditors of EU, ECB and IMF. Actually, however, the dialogue has shifted politically since it was convened, for the evening of today, a summit of EU leaders, which will be preceded by a Eurogroup of finance ministers. On Sunday, the government of Alexis Tsipras made proposals “definitive” intervention and fiscal reform to unlock 7.2 billion of international aid before the end of the month, when the extension ends of the bailout extended in February and especially Athens It must repay 1.6 billion to the IMF. From Brussels, the Greek last move was interpreted as a “good basis” to treat, to quote the tweet’s spokesman Martin Selmayr. EU commissioner, Pierre Moscovici , has strengthened the concept of talking about “the right direction”. Openings that encourage markets, which record the new increase by the ECB’s emergency liquidity for Greek banks, which are experiencing significant outflows of deposits (4 billion just last week).


The European agenda provides important insights to other markets, since it will be published Eurozone consumer confidence for the month of June, significant thermometer of the economic recovery. From the US, expect the data on existing home sales and the index of national activity of the Chicago Fed. A Milan Stock looks to debut Inwit, now the towers of Telecom Italy that the rocket. To note also that the consortium of investors interested in taking over 51.4% of Bim by Veneto Banca “will formulate a new instance for the acquisition” after the projections by the ECB on 17 June, which had blocked the operation.

In the morning, even the Tokyo Stock Exchange has proven to believe in the Agreement, extending the pace in the final session and ending trade at + 1.26%, thanks the decline in the yen. The Nikkei index gained 253.95 points, to 20,428.19, near intraday highs. Wall Street resumes trading after having closed lower on Friday, under the pressure of realized profit and uncertainties on the Greek crisis. The Dow Jones has sold 0.55% to 18,015.95 points, the S & amp; P500 0.53% to 2,109.91 points and the Nasdaq 0.3% in 5117. Throughout the last week, however, , Wall Street has scored the best performance in nearly two months, supported by the Fed’s promise to act with great caution in deciding future increases in interest rates.

Finally, as regards raw materials, slightly down for quotations oil . The WTI crude down 2 cents to 59.5 dollars per barrel. Brent stable at $ 63.12. Stable prices for gold, the safe haven par excellence on which investors are waiting to take a stand waiting to see whether or not the integrity of the euro will be at risk: the metal for immediate delivery remains so almost unchanged at $ 1,199 l ‘ounce.

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