Dove i mercati stavano tendendo 2026-08-22
La lettura netta che abbiamo pubblicato quel giorno, conservata come registro datato. Per vedere dove i mercati stanno tendendo ora, consulta la previsione odierna.
Fx
The gist: The FX market is leaning lower on North American currency stability and CAD-linked assets due to escalating trade tensions between the US and Canada. While the USD shows potential strength in specific emerging markets like Vietnam, overall risk-on sentiment is pressured by fears of yen carry trade liquidations.
Aggiornato 2026-08-22 22:18 UTC · iscriviti per la lettura netta completa + i mercati che segui
Energy
The gist: The energy market presents a conflicting outlook, with a tension between rising price pressures from geopolitical volatility and downward pressure from inventory builds and local project opposition. While escalating tensions between the U.S.
Aggiornato 2026-08-22 22:18 UTC · iscriviti per la lettura netta completa + i mercati che segui
Rates Bonds
The gist: The outlook for US and Western bond yields leans higher, driven by a combination of geopolitical tensions, fiscal pressures, and resilient labor data. While rising debt concerns and yield volatility provide some downward pressure on sovereign bonds, the prevailing momentum is upward, supported by increased Treasury buyback capacity and stronger-than-expected employment figures.
Aggiornato 2026-08-22 21:43 UTC · iscriviti per la lettura netta completa + i mercati che segui
Crypto
The gist: The crypto market is leaning higher, driven by massive price rallies, perceived safe-haven status amid geopolitical and debt risks, and significant political influence spending. While regulatory and criminal scrutiny in certain regions provides a downward sentiment drag, the overall balance leans bullish due to extreme single-day price moves and a $500 billion increase in total market capitalization.
Aggiornato 2026-08-22 21:14 UTC · iscriviti per la lettura netta completa + i mercati che segui
Global Macro
The gist: The global macro outlook is leaning lower, driven by deteriorating North American trade relations and significant headwinds in the tech hardware and labor markets. While US long-term yields are seeing upward pressure and specific pockets of European hospitality demand remain high, these are outweighed by trade tensions, rising semiconductor-dependent sector contraction, and complex US labor market data.
Aggiornato 2026-08-22 20:43 UTC · iscriviti per la lettura netta completa + i mercati che segui
Emerging Markets
The gist: Emerging market sentiment is leaning higher, driven primarily by significant, outsized gains in Brazilian equities and strengthening forex reserves in India. While trade themes in high-tech manufacturing and local currency usage among BRICS nations suggest upward momentum, the outlook for tech infrastructure remains somewhat fragile due to geopolitical friction and ESG compliance concerns.
Aggiornato 2026-08-22 20:20 UTC · iscriviti per la lettura netta completa + i mercati che segui
Commodities
The gist: The commodities market is leaning higher, driven primarily by surging precious metals and increased geopolitical risk premiums. While some sectors like water-related commodities and global trade remain sideways, the momentum in gold, silver, and energy-transition minerals appears robust due to inflation concerns and supply disruptions.
Aggiornato 2026-08-22 20:20 UTC · iscriviti per la lettura netta completa + i mercati che segui
Us Equities
The gist: US equities are leaning lower, driven primarily by downward pressure on large-cap technology and heightened macro uncertainty. While the travel sector shows strength in airlines and logistics, the broader market sentiment is weighed down by rising bond market volatility, geopolitical/domestic political instability, and significant insider selling within the tech sector.
Aggiornato 2026-08-22 18:18 UTC · iscriviti per la lettura netta completa + i mercati che segui
Eu Equities
The gist: The net direction for EU-equities appears to be leaning lower, as the upward momentum seen in recent earnings and the DAX's recovery is being countered by significant headwinds. While the commodity sector and recent earnings provided some support, the dominant drivers are escalating geopolitical tensions in the Middle East and rising oil prices, which are fueling concerns over renewed inflationary…
Aggiornato 2026-08-22 15:13 UTC · iscriviti per la lettura netta completa + i mercati che segui
Giorni precedenti
La prospettiva di ogni giorno ha la sua pagina per un mese, quindi puoi tornare indietro e vedere cosa era stato letto al momento.
Approfondisci oltre la lettura quotidiana
Il tuo account offre una suite completa di finanza: rapporti di ricerca azionaria fattuali, attività di trading (Form 4) degli insider, partecipazioni 13F delle istituzioni, riepiloghi degli utili, un monitoraggio dei file SEC e un'API per dati di sviluppo. Solo dati fattuali, provenienti dal SEC, mai una raccomandazione di acquisto o vendita. Un assaggio gratuito, con la piena profondità nei piani a pagamento.
Importante — si prega di leggere. InvestWhen fornisce informazioni di mercato ed educazione di carattere generale. NON costituisce consulenza di investimento, fiscale o legale, non è una raccomandazione personale e non tiene conto delle tue circostanze individuali. I mercati comportano rischi e puoi perdere denaro. Le performance passate non predicono i risultati futuri. Effettua sempre le tue ricerche e consulta un consulente abilitato prima di prendere qualsiasi decisione.