Allarme bond, Asia in rosso. Il giorno di Nvidia, le novità di Google. Putin da Xi | Morning Finance

May 20: Global bond sell-off, all the obstacles to the rally. 30-year T-bonds hit their highest since 2007. What analysts are saying. AI trading hangs on Nvidia Day, everything you need to know before the accounts. Trump, Iran: between threats and backtracking. Brent above $100, dollar at six-week highs. XI-Putin, strategic alliance confirmed. XI: "The world risks regressing to the law of the jungle." Focus on agreements and gas. ***This episode is brought to you by Scalable Capital (https://shorturl.at/A62Fd) Investing involves risks Variable gross p.a. interest on unlimited liquidity. Terms and distribution of liquidity at scalable.capital/conto-deposito-non-vincolato*** Space X chooses GS as lead for its IPO. The prospectus is expected today. The acquisition of Cursor ($60 billion) will follow. All the latest news from Google (+132% since the beginning of the year) including search engine, agents, coding, and Gemini Flash 3.5. Market outlook. Trump and the IRS, no more tax audits on him and his companies. Asia: fourth session in the red, Nikkei down 1%. Kospi -2%. Bonds at highs, yen stable. Historic strike by 47,000 Samsung workers. Focus on global chip supplies and the 0.5% impact on South Korea's GDP. In Europe, futures are in the red. FT: Draghi or Merkel are intermediaries with Putin. Tariffs: EU has finalized the text of the Turnberry Agreement, now it's up to Parliament and Member States. The additional clause on steel may not be popular with the US. Giorgetti: other options besides a P exemption. Stability, EU examines the Italian case. Commerzbank, meeting today: Unicredit, not attending; has over 40% potential. Focus on Enel, Disorin, Pirelli