
Il Nikkei guadagna lo 0,28%, lo yen si rafforza su dollaro ed euro
AI-generated summary
La Borsa di Tokyo avvia la seduta col segno più all'indomani della vittoria del Partito democratico alle elezioni di metà mandato negli Stati Uniti e delle aperture dimostrate fin qui dal presidente Donald Trump.
La Borsa di Tokyo avvia la seduta col segno più, all'indomani della vittoria del Partito democratico alle elezioni di metà mandato negli Stati Uniti e delle aperture dimostrate fin qui dal presidente Donald Trump.
Il listino di riferimento Nikkei segna una variazione positiva dello 0,28% a quota 62.364,95, con un guadagno di 176 punti. Sul mercato valutario lo yen si rafforza sul dollaro a 158,30, e sull'euro, a un livello di poco inferiore a 178.

The Democrats' clear victory promises an orderly transition and boosts market sentiment, but more restrictive policies on AI could slow down US growth. With Trump still at the helm of foreign policy, inflation remains unpredictable and markets are bracing for significant rate moves. On Wednesday 4 November the focus is on Eurozone inflation data and US economic indicators.

Democrats gain majorities in the U.S. House and Senate, inflicting Donald Trump's biggest defeat for a sitting president since 1946. In Texas, Republican Abbott loses the governorship to Democrat Hinojosa, raising concerns about the data center industry. Stock markets initially react with declines, then recover, as investors await greater clarity on future technology regulations.

After the loss of Congress by Trump and the Republicans, a divided government in the United States could support stock performance but pose a risk to the bond market and the dollar, with differentiated implications for banks, retailers, healthcare, telecommunications, data centers and infrastructure.

Global markets react positively to the success of the Democrats in the mid-term elections in the United States, with Wall Street rising, oil and natural gas falling, bond yields falling and big tech growing strongly, driven by expectations of a brake on the development of AI and a turn towards peace with Iran.

The Cade court, the Brazilian Antitrust, has approved the merger between Saipem and Subsea7 which will create Saipem7, with approximately 21 billion euros in revenues and 43 billion in aggregate order book. The operation requires the sale of the Seven Borealis ship. The approval of the Australian ACCC and the European Commission is still missing.

The House Budget Committee has scrapped the rule which provided for a mandatory 50% discount on the cover price for digital school and university textbooks. Publishers and booksellers express satisfaction, defining the provision as useless and harmful to the supply chain.