EPISODE · Jul 24, 2026 · 7 MIN
AZIONI VS BOND. Problemi, ma anche forti supporti strutturali
from Il Rosso e Il Nero · host Kairos Partners SGR
Il ritorno della guerra, del monetarismo e delle ansie sull’AI. E’ un momento impegnativo per i mercati, ma l’assenza di inflazione salariale e i buoni livelli di crescita e utili dovrebbero limitare il downside.
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AZIONI VS BOND. Problemi, ma anche forti supporti strutturali
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