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Le risorse sono terminate

da oggi i cittadini italiani sono ufficialmente debitori del Pianeta per il resto del 2023

Ebbene, ieri è stato il giorno dell’”Overshoot”, che sta a intendere che già nel quinto mese dell’anno abbiamo già consumato tutte le risorse che la Terra può generare in un anno. Secondo i dati, l’Italia avrebbe bisogno di 2.7 pianeti per soddisfare le sue richieste senza indebitarsi.
Passando ai dati macro, l’indice dei prezzi al consumo italiano nel mese di aprile ha registrato un valore di 0.4% vs 0.5% atteso, mentre su base annua 8.2% vs 8.3% atteso.
Dalla Germania la rilevazione ZEW del sentimento sull’economia teutonica ha segnato un dato di -10.7, ben al di sotto del -5.3 atteso e del 4.1 del mese precedente. Anche lo stesso dato su base europea si è attestato al di sotto delle previsioni, nello specifico -9.4 vs -1 atteso.

In UK il Capo Economista della BoE Pill ha avvertito che l’istituto centrale londinese manterrà alta la guardia per il tempo in cui la crescita dell’inflazione sarà superiore al 2%. Seguire le orme della Fed, tuttavia, sarà un’ardua impresa anche considerando che il mercato del lavoro non è così stabile. Inizia a sollevarsi un bel polverone: secondo i predecessori di Sunak, la Brexit è stata un fallimento.

 

Il Presidente della Federal Reserve di Cleveland Mester ha espresso ancora incertezza sul futuro dei tassi di interesse: i dati dei prossimi mesi saranno indicativi per valutare se si è arrivati ad un punto di svolta. Nel frattempo, le vendite al dettaglio risultano essere allo 0,4% vs 0,8% atteso su base mensile, ma scorporando il dato del comparto automobilistico il dato è positivo.

Calendario Economico

11:00- Indice prezzi al consumo UE (Apr)
11:30 – Discorso di Panetta (BCE)
17:15 – Discorso di De Guindos (BCE)

EURUSD: 1.0840

EURGBP: 0.8710

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