Thursday, August 4, 2016

It is short the BoE effect on the exchanges. Milan + 0.66%, still Mps in the viewfinder – Il Sole 24 Ore

European shares closed the session in positive without the new expansive monetary maneuver Bank of England to galvanize much. Exception in London up by about 1.5%. The British central bank, together with the cutting of growth estimates in London for 2017 and 2018 because the Brexit effect, reduced to 0.25% rates (low) also strengthening the current QE, but the move was expected by the markets. Even the ECB, in the morning, had reiterated its readiness to intervene to support the economy. So in closing Milan earns 0.66% upward pressure from St (+ 3.5% in the wake of the European high tech industry), Tenaris (+ 2.9% despite the decline in quarterly) and FinecoBank (+2.6 % after the jump in the harvest in July). Also recovers Unicredit (+ 2.5%) while Mps back to lose ground (-2.2%) with Fca (-0.9%) suffered realized after the jump yesterday to the rumors on the interest of Samsung for Magnets Marelli. The best of the Milan Stock is Safilo (+ 15.5%) after the good performance of the second quarter accounts. On the exchange rate front, stands the decline of the pound after the decision of Boe: the British currency closed at 0.8476 (from 0.83) and 1.3139 against the dollar (from 1.33). In addition, the euro remains stable at $ 1.113 ($ 1.1174 yesterday in closing). Also worth 112.67 yen (113.13 yen), while the greenback is trading at 101.4 (101.28 yen). In New York oil worth $ 41 per barrel rising by 0.6%.

Banks under the lens, Mps weak
In Milan (FTSE MIB) the spotlight once again remain focused on the banks’ actions. Unicredit, who yesterday lost ground on the day of the spread of the half, gaining ground, despite the market from continuing to question on whether the information again, Jean Pierre Mustier, short ads a capital increase of 7-8 billion euro. Banca Mps, after having repeatedly changed direction, loses altitude as investors continue to question the outcome of the increase from 5 billion euro capital Rocca Salimbeni is forced to make. Meanwhile, according to Exane BNP Paribas the oldest bank in the world in September could greet the pan-European index Stoxx Europe 600. Among the banks are kept under the Bper, Mediobanca and BPM in the day when the leaders of the three institutions meet to the approval of the accounts of the April-June period.

Effect accounts of Unipol, well Tenaris despite half-year, down Fca

Unipol rewarded in the wake of the half-year closed with consolidated net profit to 276 million, down from 446 million in 2015, as it had benefited from an extraordinary result for the financial management. The board has decided to invest $ 100 million in Atlas 2. And again, Fca, after a start rising, has the knack of reversing the reflecting profit-taking after yesterday’s exploits triggered by the rumor that the company is in talks with Samsung for the sale of Magneti Marelli, valued at up to $ 3 billion. Agnelli Galaxy continue to climb Ferrari, are fine Exor. Tenaris is gettonata despite the disappointing half-year which saw earnings move from 321.4 million to 4.9 million.

Fly Safilo, up RCS

In the main basket fly the Safilo Group much to boast the best performance in Milan. The company eyewear, yesterday in trading hours, spread the half-year that has seen flying net. RCS Mediagroup earn points after the change at the top, with the ad out, Laura Cioli, and the president, Maurizio Costa, for the settlement of Urbano Cairo. Yesterday the publishing company announced a third quarter profit per19,9 million from red to 60.2 million a year earlier.

Boe takes the field in support economy

for the first time since March 2009, the Bank of England gave a scissor kick to the reference bank rate bringing it to a record low level of 0.25 percent. The decision, which was expected by analysts, was taken unanimously by the board (nine directors out of nine). The Bank of England also decided to expand the program to purchase government bonds over the next six months, extending it to 60 billion pounds at a height of 435 billion. In addition, the central institution of the Channel has launched two new plans, one for the purchase of 10 billion pounds of corporate bonds and another, the potential value of 100 billion pounds, to ensure that banks do not decrease the loans after rate cut to a record low. The Bank of Ighilterra impute a marked economic slowdown, which affected output of Britain from the European Union.

The British economy outlook is “significantly weakened,” has in fact indicated the Buoys, which thus reduced the growth estimate for 2017 from 2.3% to 0.8% and for the in 2018 from 2.3% to 1.8 percent. The BoE has retained the estimate for 2016 to 2%, as there has been an expansion in the first half of the year wider than expected. The BoE also estimated a decline of business investment: a drop of 3.75% in 2016 compared to the 2.5% growth forecast made in May and a decrease of 2% in 2017 compared to the growth forecast of 7.25% formulated in May. Down also investments in property: a rise of 1.25% is expected for 2016, reduced from the previous estimate of 4%, while for 2017 the decline is estimated at 4.75% (the May forecast was a growth of 5.25%).

For the Bank of England, in addition, high inflation will be kept by the weakening of the pound: the forecast is + 2.1% in 2017 and 2.4% in 2018. The measures taken , however, also serve to ensure that inflation does not fall below its medium-term target.

ECB reiterates its readiness to take action

the European central Bank has reiterated its readiness to intervene with further measures. In Economic Bulletin published today the Eurotower indicated that given the uncertainty, the Governing Council “will continue to follow very closely the economic and financial market developments and to safeguard the transmission of its accommodative monetary policy to the real economy ».

The institute also pointed out that “in the coming months, hand in hand which will be available more information, including new staff projections, the Governing Council will better re-examine the underlying macroeconomic conditions, the most performance likely inflation and growth, and the distribution of risks around these trends. ” However, “if necessary to achieve its objective, the Council will act by using all the tools available within its mandate.”

For the ECB ‘the inflation rate in the euro area will remain at low levels or maybe even slightly negative in the coming months before recovering later in 2016 “. Linflazione “is expected to grow in 2017 and 2018, even though the outcome of the referendum in the UK has increased the level of uncertainty about the prospects.”

(Il Sole 24 Ore Thomson Plus)

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