In December 2024, the Italian equity market faced challenges, with the FTSEMIB down 3.2% amid disappointing corporate forecasts and geopolitical shifts following Trump's election. Mergers and acquisitions in the banking sector accelerated, particularly with UniCredit's moves on Commerzbank and Banco BPM, while European economic growth showed signs of weakness, prompting cautious investment strategies focused on utilities and select financial stocks.
The outcome of the U.S. presidential election could significantly impact the Italian financial market, particularly BTPs. A Trump victory may boost defense sector stocks like Leonardo due to increased military spending, while also raising inflationary pressures that could lead to higher U.S. Treasury yields and lower BTP prices. Conversely, a win for Kamala Harris is expected to have minimal effects on the market.
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