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Gli USA non deludono

Dalla BCE, i principali esponenti continuano a condizionare le attese del mercato su possibili manovre attraverso interventi alquanto dovish...

Dalla BCE, i principali esponenti continuano a condizionare le attese del mercato su possibili manovre attraverso interventi alquanto dovish. Il responsabile delle politiche della Banca Centrale Europea, Peter Kazimir, dichiara infatti che l’Istituto Centrale potrà allentare gradualmente la restrizione tagliando i tassi di riferimento a giugno, dato il persistente calo dell’inflazione. Philip Lane, economista della Banca Centrale Europea, interviene invece commentando le prospettive future di inflazione. Secondo quest’ultimo, infatti, nonostante al momento si preveda che la crescita rimanga relativamente sostenuta, bisogna aspettarsi una convergenza verso il target rate nel corso del 2025.

Il dato delle vendite al dettaglio negli Stati Uniti conferma ancora una volta la resilienza dell’economia americana. La rilevazione segna infatti una crescita dell’1.1% vs 0.5% atteso.

Il nuovo Presidente della FED di New York, John Williams, commentando gli ultimi dati sull’inflazione, sminuisce l’importanza del dato e afferma quanto lo stesso non sia da considerarsi l’elemento chiave della Fed per considerare un cambiamento della sua politica.

In Regno Unito, secondo gli ultimi dati, il tasso di disoccupazione sale dal 3.9% al 4.2% su base trimestrale, mentre i salari medi segnano una crescita del 5.6% vs il 5.5% atteso. Nonostante le rilevazioni altalenanti, una luce in fondo al tunnel inizia ad intravedersi per l’economia, considerando le aspettative del mercato sui prossimi passi della BoE.

Calendario Economico

12:00 – Riunione dell’Eurogruppo
19:15 – Discorso del Presidente della FED Powell
EURUSD: 1.0615
EURGBP: 0.8535

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