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  • The Gist: Analisi Serale - Tensioni geopolitiche e commercio internazionale | 18 July

    The Gist: Analisi Serale - Tensioni geopolitiche e commercio internazionale | 18 July
    2025/07/18
    L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. Finanza USA in fermento
    Avidbank Holdings ha depositato il prospetto per un’IPO, ossia la prima offerta pubblica di azioni, destinando “una quota sostanziale” dei proventi al riassetto patrimoniale (fonte: Bloomberg, 18/7). Milano guida i listini
    Piazza Affari chiude la settimana con l’indice Ftse Mib a 40.
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    7 分
  • The Gist: Evening Analysis - Geopolitical tensions and international trade disputes | July 18

    The Gist: Evening Analysis - Geopolitical tensions and international trade disputes | July 18
    2025/07/18
    Today's essential intelligence covering international developments and European affairs. Washington cranks up the tariff dial
    The Financial Times and corroborating EU trade memos reviewed by Bloomberg say President Trump is pressing for a blanket 15-20 percent duty on all EU goods and refuses to trim the existing 25 percent levy on cars. Italy’s risk premium collapses
    The BTP-Bund spread closed at 85.
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    7 分
  • The Gist: Morning Brief - Political conflicts and policy disputes involving Trump and U.S. government funding | July 18

    The Gist: Morning Brief - Political conflicts and policy disputes involving Trump and U.S. government funding | July 18
    2025/07/18
    Today's essential intelligence covering international developments and European affairs. Congress Axes Public Broadcasting
    Overnight the US House approved a $9 bn package killing all federal aid to PBS and NPR, ending a 54-year subsidy and trimming discretionary spending by roughly 0. Brussels secures 18th Russia‐sanctions tranche
    Slovak PM Fico abandoned his veto late-Thursday, clearing the EU’s 18th sanctions package (ZDF, Politico).
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    8 分
  • The Gist: Evening Analysis - Geopolitical tensions and conflicts in Ukraine, Israel, and Georgia | July 17

    The Gist: Evening Analysis - Geopolitical tensions and conflicts in Ukraine, Israel, and Georgia | July 17
    2025/07/17
    Today's essential intelligence covering international developments and European affairs. Berlin Bucks Brussels
    German chancellor Friedrich Merz rejected the European Commission’s proposal to mutualise up to €500 bn in fresh borrowing for green and defence projects, arguing Berlin “will not write a blank cheque” (Bloomberg, FT). Italy bets on small reactors
    Rome’s industry lobby says second-generation nuclear could add “€55 bn a year, or 2.
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    7 分
  • The Gist: Briefing Mattutino - Riforme politiche e economiche in Ucraina e Europa | 17 July

    The Gist: Briefing Mattutino - Riforme politiche e economiche in Ucraina e Europa | 17 July
    2025/07/17
    L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. Kyiv rimescola il tavolo
    La Verkhovna Rada voterà oggi il più ampio rimpasto di guerra: via quattro ministri economici, dentro tecnocrati vicini alla Banca Mondiale. Crollo di alleanze a Gerusalemme
    Un altro tassello salta nella maggioranza di Benjamin Netanyahu: il partito unitari nazional-religioso ha abbandonato la coalizione, che passa da 64 a 58 seggi su 120.
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    7 分
  • The Gist: Morning Brief - Geopolitical and regional stability issues | July 17

    The Gist: Morning Brief - Geopolitical and regional stability issues | July 17
    2025/07/17
    Today's essential intelligence covering international developments and European affairs. Wartime Reshuffle in Kyiv
    Ukraine will vote today on merging its finance, economy and infrastructure portfolios into a “war cabinet” and elevating central-bank chief Andriy Pyshnyy to deputy PM, the broadest shake-up since the Feb 2022 invasion. Tel-Aviv Draft Rift
    Israel’s coalition shrank to 63/120 Knesset seats after the National Unity faction walked out over the exemption of ≈ 66,000 Haredi men from conscription (ZDF, Haaretz).
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    6 分
  • The Gist: Evening Analysis - Political instability and coalition shifts | July 16

    The Gist: Evening Analysis - Political instability and coalition shifts | July 16
    2025/07/16
    Today's essential intelligence covering international developments and European affairs. Geopolitics: Jerusalem Gridlock
    Israel’s coalition dropped from 64 to 59 seats after a second ultra-Orthodox party bolted over mandatory conscription (Bloomberg). Paris–Berlin reboot chips drive
    Germany’s Lars Klingbeil and France’s Éric Lombard agreed to table a joint “Competitiveness Compact” in October that earmarks €8 bn for next-gen semiconductors and cloud-edge standards (ZDF, Politico).
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    7 分
  • The Gist: Briefing Mattutino - Tensioni geopolitiche e conflitti regionali, con particolare attenzione a Medio Oriente e Ucraina | 16 July

    The Gist: Briefing Mattutino - Tensioni geopolitiche e conflitti regionali, con particolare attenzione a Medio Oriente e Ucraina | 16 July
    2025/07/16
    L'intelligence essenziale di oggi copre gli sviluppi internazionali e la prospettiva europea. AI asiatico in accelerazione
    Secondo Goldman Sachs, l’indice MSCI Asia ex-Japan Tech ha guadagnato +27 % da gennaio; Timothy Moe parla di “slancio strutturale sull’AI” grazie a investimenti dei colossi cloud cinesi e ai sussidi di Seoul sui semiconduttori. Armi e deterrenza
    Trump ha confermato che «i primi lanciatori Patriot sono già partiti dalla base di Ramstein», dettaglio poi corrobato da Bloomberg: tre batterie, costo unitario stimato 1 mld $, copriranno un raggio di circa 160 km – abbastanza per proteggere Kyiv ma non per colpire Mosca.
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    7 分