AGOSTO. Il mese delle sorprese e della volatilità

from Il Rosso e Il Nero · host Kairos Partners SGR

Uno dei pilastri della narrazione rialzista, la tenuta dell’occupazione, è entrato in crisi. Lo ha subito sostituito il pilastro dai tassi, che una Fed finalmente ammorbidita potrà inziare a tagliare già da settembre.

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This episode was published on August 8, 2025.

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