Azioni da Comprare nel 2020

Come ogni anno, eccoci alla consueta raccolta delle migliori azioni da comprare per il 2020, divise per...

Quali azioni comprare durante la Recessione 2020

Abbiamo già parlato delle azioni da comprare nel 2020. Come avevamo già scritto nel nostro precedente articolo, nel 2020 potrebbe verificarsi una...

Come scegliere Azioni da comprare oggi?

Molti utenti mi scrivono chiedendomi il metodo per scegliere le azioni da comprare oggi: ecco perché nell'articolo di oggi voglio spiegarvi qual...

Segnali di Trading: come trovarli e quali scegliere

Oggi parliamo di un argomento che interessa a molti, soprattutto perché si vede in essi la ricetta...

ETF

I Migliori ETF da comprare nel 2020

Abbiamo selezionato i primi cinque fondi negoziati in borsa su valori (ETF) in base alla loro attenzione alle azioni...

In Evidenza

Trading Tools

Settore automobili e stagionalità: su quali azioni puntare?

https://youtu.be/sy9k_kw7NeM (da AssistenzaBrokers) Nuovo appuntamento di live trading, dedicato a tutti gli...

Quali azioni sono sopravvalutate e quali sottovalutate?

Per rispondere a questa domanda utilizziamo il nostro tools DRA (DYNAMIC RATING ANALYSIS)Utilizziamo in maniera intelligente le Raccomandazioni...

3 titoli da seguire questa settimana: Walmart, Tesla, Deere & Company

Sembra che niente possa fermare lo slancio rialzista del mercato azionario USA. L’indice , ad esempio, è salito...

Telecom Risp.: prezzi vicini alle resistenze principali di febbraio

Telecom (MI:) Risp.: ci aspettiamo un ulteriore avvicinamento alle resistenze poste a 0.5040/5060 e 0.5150/5170, seguito dalla ripresa...

Unipol: eventuali arretramenti come occasioni di acquisto

Unipol: eventuali arretramenti come occasioni di acquisto Articolo pubblicato dait.investing.com

Approfondimenti

US stocks set for big rebound

S&P 500 futures up 41 points Most of yesterday's 51 point decline in the S&P 500 is set to be erased with futures up 41 points. The market was negative immediately after non-farm payrolls but is feeling better about a strong economy and jobs growth new, especially with US 10-year yields...

US dollar rises on strong non-farm payrolls report

Higher yields drive dollar bid The US dollar is at the best levels of the day in the aftermath of a surprisingly strong non-farm payrolls report. The dollar moved higher in lockstep with yields. US 10s are up 5.1 bps to 1.615%, breaking last Thursday's spike high.

US trade balance comes in at $-68.2 billion versus $-67.5 billion estimate

US trade balance data for the month of January 2021 - trade deficit $-68.2 billion versus $-67.5 billion estimate - exports rose 1% in January to $191.94 billion from $190.13 billion in December

February non-farm payrolls +379K vs +198K expected

February 2021 US jobs data: Good news is bad news with this report. US 10-year yields touched above last week's high immediately afterwards and the dollar rose. That's weighed on US equity futures.

US 10-year yields climb to session highs. How does 1.75% sound?

What's the ceiling on this move? US 10-year yields are at the highs of the day, up 1.58%. All eyes are on the auction spike high of 1.6085% from last week and that's going to be the make-or-break level today. Nerves are building about next week's auction slate as well.

Locked and loaded for another round of non-farm payrolls

Jobs report due out at the bottom of the hour Wednesday's soft readings on ADP and ISM services employment put a negative bias into the jobs data. The consensus is 198K from +49K in January. The unemployment rate is forecast to hold steady at 6.3%.

ForexLive European FX news wrap: Dollar, oil extend gains

Forex news from the European trading session - 5 March 2021 Headlines: Markets: - CHF leads, NZD lags on the day - European equities lower; E-minis flat - US 10-year yields flat at 1.563%

Japan PM Suga confirms extending Tokyo state of emergency for another two weeks

Japan prime minister, Yoshihide Suga, makes the announcement official This just confirms reports from earlier in the week, as Tokyo's state of emergency is now extended to 21 March. The virus situation in Japan has gotten much better in recent weeks and hasn't been much of a factor to the...

US futures creep higher ahead of North American trading

S&P 500 futures up 0.3% US futures have had a bit of a choppy session in European morning trade but are creeping higher now as we move towards North American trading.

Risk keeps more cautious, Treasuries calmer for now

Equities stay on the defensive even as bonds are seen calmer so far today Dip buyers were a little interested at the tail-end of Asian trading but the mood has turned since with S&P 500 futures seen down 0.4%, Nasdaq futures down 0.6%, Dow futures down 0.4%, and Russell 2000...

The Fed will inevitably move to yield curve control (YCC) – BofA

The firm expects the Fed to rein in the rise in yields at some point But until then, they expect the dollar to continue rallying until YCC is introduced and that the announcement will trigger the "start of a great bear market".

UK February Halifax house prices -0.1% vs 0.0% m/m expected

Latest data released by Halifax - 5 March 2021 Just take note that with Sunak extending the stamp duty holiday to June, this could spur further strength in the UK housing market in the months ahead.

European equities open lower to start the day

Risk stays more cautious to start the session - Eurostoxx -0.6% - Germany DAX -0.7% - France CAC 40 -0.6% - UK FTSE -0.7% - Spain IBEX -0.4% Treasuries are keeping calmer for now, with 10-year yields seen down 2 bps to 1.543%. However, it is still early in the day to be really driving...

Switzerland February foreign currency reserves CHF 914.2 billion vs CHF 896.1 billion prior

Latest data released by the SNB - 5 March 2021 Slight delay in the release by the source. Another jump in foreign reserves last month and that largely reaffirms the SNB commitment to keep the franc lower. They certainly can take heart in the recent EUR/CHF push above 1.1100 this...

Eurostoxx futures -0.5% in early European trading

Softer tones observed in early trades The declines are relatively modest as there is a perceived calm in Treasuries after the post-Powell surge higher yesterday. 10-year yields are near flat at 1.563% for now.

Trade ideas thread – European session 5 March 2021

Daily thread to exchange ideas and to share your thoughts As much as the kicking and screaming may still continue, at some point, you have to wonder how much higher yields can go and what exactly is the Fed's breaking point?

Dip buyers starting to test the waters

Risk sentiment improves ahead of European morning trade The  in the JGB market is also somewhat helping the mood but then again, the Japanese central bank also owns more than two-thirds of JGBs so there's that.

Nikkei 225 closes lower by 0.23% at 28,864.32

The Nikkei closes near the highs for the day as losses are trimmed The risk mood at the tail-end of Asian trading is one that looks to be getting better as the market digests the post-Powell narrative. The BOJ has certainly helped to ease concerns in the Japanese market but...

Japan 10-year government bond yields extend fall after Kuroda comments

10-year JGB yields are down by 8 bps today to 0.07% a number of dovish remarks So far, that is working as yields have fallen to their lowest since mid-February. Then again, when you own more than two-thirds of the bond market, it would be embarrassing to not be able to...

Economic data coming up in the European session

Little on the agenda in Europe to distract from the post-Powell narrative Fed chair Powell didn't make any friends with other major central banks yesterday as he went cold turkey in offering little to no suggestions that the Fed is the wee bit concerned about the recent and sharp rise...

Germany reports 10,580 new coronavirus cases, 264 deaths in latest update today

The 7-day incidence rate is seen at 65.4 The improvement in the virus situation in Germany points towards a plateau for the time being, with total active cases seen at ~119,000 - little changed in the past week.

The reflation trade and the struggle between bond markets and central banks

Reuters polled analysts on the 'reflation ' trade with most expecting it to continue at least another month. The piece was published Thursday. In it was a forecast for the EUR/USD at 1.25 in 12 months  (same as the January and February polling). 

Oil price forecasts on the up – Goldman Sachs and JP Morgan

Goldman Sachs have boosted forecasts: JP Morgan meanwhile Both citing OPEC+ not expanding supply  Also, UBS Brent H2 $75 and WTI $72

ForexLive Asia FX news wrap: The Powell moves followed though in Asia (in small ranges only)

Forex news for Asia trading for Friday 5 March 2021 It was a lower start for currencies against a Powell-bid USD and that carried on somewhat into Asia time, although in much, much smaller ranges. AUD/USD dipped under 0.7700 (its just above as I update) while NZD is also down. EUR/USD slipped a little further but...