在米兰，富时MIB指数周四上涨389点，涨幅1.16%。MFE MediaForEurope（15.44%）、Davide Campari Milano（9.54%）和Leonardo SpA（3.71%）领涨。

In Milan, the FTSE MIB Index gained 389 points or 1.16 percent on Thursday. Gains were led by MFE-MediaForEurope (15.44%), Davide Campari-Milano (9.54%) and Leonardo SpA (3.71%).

2024年7月，意大利的经常账户盈余为53.71亿欧元，为去年同期64.07亿欧元盈余以来的最高水平，这是自2021年以来的最高值。货物盈余略有缓解（62.28亿欧元对2023年7月的64.26亿欧元），因为账户借方的增长幅度大于贷方。与此同时，服务账户盈余收窄（18.82亿欧元对21.06亿欧元），而一级账户缺口扩大（-14.09亿欧元对4.39亿欧元）和二级账户赤字收窄（-13.30亿欧元对16.87亿欧元）。

Italy recorded a current account surplus of EUR 5.371 billion in July of 2024, the highest since the EUR 6.407 billion surplus in the corresponding period of the previous year, which was the highest since 2021. The goods surplus eased slightly (EUR 6.228 billion vs EUR 6.426 billion in July 2023) as the increase in debit was sharper than that in the credit part of the account. In the meantime, the services account surplus narrowed (EUR 1.882 billion vs EUR 2.106 billion), while the primary account gap widened (EUR -1.409 billion vs EUR 0.439 billion) and the secondary account deficit narrowed (EUR -1.330 billion vs EUR-1.687 billion).

富时MIB指数周四上涨约0.7%，达到33900点，与全球市场的涨幅一致。此前，美联储实施了四年来的首次降息，将利率下调了50个基点，缓解了投资者的担忧。现在人们的注意力转向了英格兰银行，在8月份将利率下调25个基点至5%后，预计英格兰银行将维持利率不变。在企业新闻方面，Campari股价飙升7.5%，此前其参考股东Lagfin SCA宣布计划购买价值高达1亿欧元的普通股。Stellantis也上涨了近4%，尽管8月份汽车销量大幅下降了29.5%，远远超过了欧盟18.3%的平均降幅。相反，公用事业表现滞后，行业领导者Enel下跌近1%。银行业表现喜忧参半，尽管Unipol、Banco BPM和Bper Banca的表现最差，均下跌约0.8%。

The FTSE MIB gained approximately 0.7%, reaching the 33,900 mark on Thursday, in line with gains seen across global markets. This rise came after the US Federal Reserve implemented its first interest rate cut in four years, reducing rates by 50 basis points and easing investor concerns. Attention now turns to the Bank of England, which is expected to maintain rates following a 25 basis point cut to 5% in August. In corporate news, Campari surged 7.5% after its reference shareholder, Lagfin SCA, announced plans to purchase up to €100 million worth of its ordinary shares. Stellantis also gained nearly 4%, despite a significant 29.5% drop in August automotive sales, far exceeding the EU average decline of 18.3%. Conversely, utilities lagged, with industry leader Enel slipping almost 1%. The banking sector saw mixed performance, though Unipol, Banco BPM, and Bper Banca were among the weakest, each down around 0.8%.

意大利10年期英国国债收益率约为3.55%，接近今年迄今的低点，交易员们正在消化美联储的最新货币政策决定。美联储将利率下调了50个基点，并表示今年将再降息50个基点和明年再降息100个基点。然而，鲍威尔主席指出，美联储并不急于放松，50个基点不是新的降息步伐。在欧洲，欧洲央行本月初将利率下调了25个基点，并暗示由于欧元区通胀放缓和经济增长疲软，未来将进一步降息。市场已经预计到年底欧洲央行将降息37个基点，这意味着降息25个基点，再次降息的可能性为50%。

The yield on Italy's 10-year BTP yield was around 3.55%, close to year-to-date-lows, as traders digest the latest monetary policy decision from the Fed. The Federal Reserve lowered interest rates by a jumbo 50bps and signaled an additional 50bps of reductions for this year and 100bps next year. However, Chair Powell noted that the Fed is not in a rush to ease and 50bps is not the new pace of rate cuts. In Europe, the European Central Bank cut interest rates by 25 bps early in the month and hinted at further reductions ahead due to slowing inflation and weak economic growth in the Eurozone. Markets have priced in 37 bps of ECB rate cuts by year-end, implying a 25 bps cut and a 50% chance of a second cut.