Category: Market updates by Fabrizio
No flash of genius from the Messi(ah) or miracle for the wrestlers of the Albiceleste, who logically go down, but painfully, against La Roja. A deadly, dull match where the only real spectacle was the surreal, American-style halftime show… In the meantime, bombings, retaliation, offensive attacks and blockade have resumed in the Strait of Hormuz […]
No miracle for the Nati (Swiss soccer team’s nickname). Once again, the football gods smiled on Lionel Messi and his teammates, while Switzerland left the World Cup with the familiar cocktail of pride, frustration and the nagging feeling that perhaps the better team hadn’t necessarily won. Investors know also this feeling. So far this year, […]
After a breathless first half, the teams finally head back to the dressing room. The opening six months of 2026 have delivered enough twists and turns to fill an entire season. It all started at breakneck pace with the spectacular arrest of Nicolás Maduro, before investors were thrown into months of geopolitical suspense as tensions […]
After 38 prior proclamations that an Iran deal was imminent, a Memorandum of Understanding (MoU) has finally been signed and oil prices have slipped back below $80 per barrel since then. For sure, a MoU is not a final peace agreement. Plenty can still go wrong in the next 60 days of negotiations. Yet if […]
Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]
Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]
Now that the Serie A season is drawing to a close and Cagliari Calcio has officially secured survival after yesterday’s 2-1 victory against Torino, it is time to look ahead… And there will be no shortage of sporting distractions over the coming weeks: the ATP Gonet Geneva Open, followed by Roland-Garros, the NBA Finals, the […]
Let me reassure you right away: this week, I am not going to talk about Cagliari Calcio, which still isn’t officially safe from relegation after its undeserved loss 0-2 against Udinese, the conflict in Iran and its consequences on energy flows and prices (73 days long already and still counting), nor about the anthrax virus, […]
Markets, much like sports, have a habit of humbling consensus views just when confidence appears strongest. In Italian Serie A football, Cagliari is all but safe from relegation following its impressive and unexpected victory over Atalanta (3-2) and its well-deserved draw against Bologna (0-0). In the NBA, the past few days have delivered a similar […]
In the mid-2000s, the figure of the “Polish plumber” became a powerful symbol in the French and UK public debate, embodying fears linked to globalization and the enlargement of the European Union. An estimated two million workers from Eastern and Central Europe arrived between 2003 and 2007 in the UK, half of them were Polish. […]
We aren’t yet out of the woods. That’s true both for the Cagliari Calcio, who lost logically against Inter on Friday evening, as well as for the energy shock resulting from the conflict in Iran. However, in both cases, the relief observed since the previous week-end thanks to the victory against Cremonese and the fragile […]
