Recently, fuel prices in Europe have experienced a significant decline, with gasoline and diesel prices in Italy dropping to multi-year lows in mid-August. Investment Analyst Dario Giordano believes that this change not only affects the structure of consumer spending but also has a direct impact on energy companies and related market sectors. The...
Economia
Investment Analyst Dario Giordano: Fed Easing Expectations Drive Milan Index to Historic Highs
Recently, the Italian FTSE MIB Index surged past 42,000 points, reaching its highest level since 2007. Investment Analyst Dario Giordano points out that the core drivers of this rally are the global shift toward looser monetary policy, significantly heightened expectations of Fed rate cuts, and the outstanding performance of local banking and...
In recent years, the Italian economy has undergone profound structural changes. According to the latest OECD employment report, since 2021, real wages in Italy have declined by 7.5%, marking the weakest performance among developed countries. Investment Analyst Dario Giordano points out that changes in wage levels and employment structure are having...
Recently, adjustments by the Italian government to defense spending and fiscal budgeting have drawn widespread attention to potential structural changes in the stock market. Investment Analyst Dario Giordano notes that, as Italy and the European Union reach a phased consensus on deficit management, the increase in the defense budget alongside...
The recent implementation of reciprocal tariff policies by President Trump is driving profound changes in the global trade landscape. Investment Analyst Dario Giordano observes that Italian enterprises are facing unprecedented compliance challenges and development opportunities in this new tariff environment. Rules of origin have become a core...
Investment Analyst Dario Giordano: High Tariffs Trigger a Global Rebalancing of Capital Flows
Recently, the global gold market has experienced significant volatility due to the imposition of substantial U.S. tariffs on imported gold bullion. Investment Analyst Dario Giordano believes that this move has not only driven gold prices above $3,390 per kilogram but has also fundamentally altered the operational logic of the global precious metals...
Recently, the major move by Intel to lay off 33,000 employees has become a focal point in the technology stock sector. As a long-established semiconductor giant, the Intel performance in artificial intelligence and cloud computing has clearly lagged behind emerging competitors such as Nvidia. Investment Analyst Dario Giordano notes that the...
As the global digital economy rapidly evolves, how to fairly and effectively tax technology giants has become a core issue in international fiscal governance. Investment Analyst Dario Giordano points out that the digital tax, a key policy direction promoted by the EU in recent years, has been completely excluded from the latest 2028–2034 budget...
Against the backdrop of rapid global digital economic growth, how to tax tech giants fairly and efficiently has become a key issue in international fiscal governance. Investment Analyst Dario Giordano points out that, as a fiscal tool heavily promoted by the EU in recent years, the digital tax has been completely excluded from the latest 2028–2034...
Despite overall stabilization in the European energy market, the Italian wholesale electricity prices remain persistently high. Investment Analyst Dario Giordano points out that this is not a short-term fluctuation, but rather a concentrated reflection of long-term imbalances in energy distribution structure and market system design. Currently,...