Alberto Poli @pino428: "📉 𝙂𝙡𝙤𝙗𝙖𝙡 𝙈𝙖𝙧𝙠𝙚𝙩𝙨 𝘽𝙚𝙩𝙬𝙚𝙚𝙣 𝙂𝙚𝙤𝙥𝙤𝙡𝙞𝙩𝙞𝙘𝙖𝙡..."

Italy

📉 𝙂𝙡𝙤𝙗𝙖𝙡 𝙈𝙖𝙧𝙠𝙚𝙩𝙨 𝘽𝙚𝙩𝙬𝙚𝙚𝙣 𝙂𝙚𝙤𝙥𝙤𝙡𝙞𝙩𝙞𝙘𝙖𝙡 𝙏𝙧𝙪𝙘𝙚 𝙖𝙣𝙙 𝘾𝙚𝙣𝙩𝙧𝙖𝙡 𝘽𝙖𝙣𝙠 𝙀𝙭𝙥𝙚𝙘𝙩𝙖𝙩𝙞𝙤𝙣𝙨 Financial markets opened with a more relaxed tone following reports of a possible agreement between the United States and Iran to extend the 60-day ceasefire and reopen the Strait of Hormuz. The prospect of easing tensions in the Middle East is supporting: ✔️ lower oil prices ✔️ a recovery in risk assets ✔️ reduced stagflation fears Wall Street continues to hit record highs, with the S&P 500 and Nasdaq still supported by the technology sector and the artificial intelligence boom. 🇪🇺 In Europe, the focus remains on the ECB: • markets are close to pricing in a rate hike in June • inflation remains under close observation • bond spreads and yields are being carefully monitored 🇯🇵 Positive signals are also coming from Asia: • the Nikkei is near record highs • Japanese inflation remains under control • industrial production is growing 🛢️ Oil is correcting, but risks remain: • Brent remains under pressure • energy flows are still limited • diplomatic tensions have not yet been fully resolved 𝘽𝙚𝙮𝙤𝙣𝙙 𝙜𝙚𝙤𝙥𝙤𝙡𝙞𝙩𝙞𝙘𝙨 𝙖𝙣𝙙 𝙘𝙚𝙣𝙩𝙧𝙖𝙡 𝙗𝙖𝙣𝙠𝙨, 𝙖𝙣𝙤𝙩𝙝𝙚𝙧 𝙩𝙝𝙚𝙢𝙚 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙚𝙨 𝙩𝙤 𝙙𝙧𝙞𝙫𝙚 𝙢𝙖𝙧𝙠𝙚𝙩𝙨: 𝙖𝙧𝙩𝙞𝙛𝙞𝙘𝙞𝙖𝙡 𝙞𝙣𝙩𝙚𝙡𝙡𝙞𝙜𝙚𝙣𝙘𝙚. 🤖 Anthropic, the company behind Claude, has raised new funding that brought the group’s valuation to $965 billion, approaching the symbolic $1 trillion threshold. This confirms how aggressively markets continue to reward companies linked to generative AI, increasingly viewed as strategic infrastructure for the new digital economy. 📍Anthropic has also announced the opening of an office in Milan, strengthening its European presence and already collaborating with major Italian companies in the financial, energy, pharmaceutical, and technology sectors. AI therefore remains one of the main drivers of the global equity rally. ⚡ However, the overall picture remains fragile. The Strait of Hormuz continues to represent one of the world’s main critical points for energy and global trade, with direct effects on oil, LNG, transportation, and international supply chains. Investors are rewarding diplomacy, but volatility and geopolitical risks remain elevated. Thank you for your support $OIL $GOLD $AMZN (Amazon.com Inc) $CRM (Salesforce Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.