Legge di Bilancio: ipotesi Irpef ridotta, rottamazione light e nuove misure per famiglie e lavoro Sono i punti di cui si è discusso nel corso del vertice dei leader di maggioranza a Palazzo Chigi in vista del varo del testo sulla Manovra atteso lunedì 13 ottobre in Cdm

Bitcoin crossed above $126,000 today for the first time, its 18th $1,000 milestone of the year. $BTC bilello.blog/newsletter

Surprise: The US Trade deficit hit a record -$583 billion in the first half of 2025, a 38% increase from the first half of 2024. Real tariff impact remains to be seen because of the massive front-running that occurred before they were implemented.

July CPI is the big release this week. Core prices are expected to have risen 0.31%, which would bring the 12-month increase to 3.1% (from 2.9% in June and 2.8% in May). Headline prices are expected to have risen 0.24%, which would lift the 12-month measure to 2.8%.

Bitcoin returns since 2010... $BTC

Volano gli utili di Apple, nonostante i dazi Durante la conference call sui risultati finanziari, l'amministratore delegato Tim Cook ha stimato il costo di questi dazi a 1,1 miliardi di dollari per il trimestre in corso #iPhone

NewPrinces compra il 100% di Carrefour Italia per un miliardo

Prossimi 6 mesi Borsa italiana: ottimismo prudente, range 38.000-42.500. Opportunità strutturali in finanza, energia, tech; rischi tariffari/debitorii da monitorare. Strategia: bilanciare utility energia verde/difesa (offensiva). Chiave: politica BCE + negoziati tariffari Usa-EU.

Facebook cofounder @chrishughes discusses the government’s historical role in marketcrafting with #Capitalisnt hosts @zingales_ and @bethanymac12 .ms.spr.ly/6011sBrbP

Bonds + Gold > Stocks

Another good stress test this week on whether BTC or Gold serve as a better contra-currency hedge to the risk of US running monetary policy that's too easy. When news broke about firing JP, gold surged and bitcoin did nothing.

''The USD has stopped going down'' crowd often forgets that other fiat currencies are just one release valve for this trade Precious metals, long-end yields and crypto are also key release valves for ''debase-and-run-it-hot'' policies This macro theme rermains intact for now

Average US family health insurance premium... 2000: $6k 2003: $9k 2006: $11k 2009: $13k 2012: $16k 2015: $18k 2018: $20k 2021: $22k 2024: $26k That's a 342% increase since 1999 (6.1% per year). (Note: US CPI inflation has increased 2.5%/year)

Meanwhile, inflation expectations are at their highest level since February and are trending upward.

June CPI is expected to show core prices rose 0.25%, which would bring the 12-month increase to 2.9% (from 2.8% in May). Headline prices are expected to have risen 0.27%, which would lift the 12-month measure to 2.6% from 2.4% in May.

Incredible: Bitcoin's market cap has surged past both Google and Amazon. $2.44 Trillion... $BTC $GOOGL $AMZN

Con vincite superiori al 15% a luglio, questi titoli scelti dall'IA sono ora in rialzo del 114% invst.ly/1bd635

$ETH keeps pushing higher. Ethereum is going to $4,000. Pullbacks are for bidding. 🤝

So many folks certain foreigners pay the tariffs based on a single JPN auto export data series that is 1) unrelated to US auto import prices from the region, 2) unrelated to headline import prices, and 3) represents <3% of tariff collections.