CAUTI, MA INVESTITI. I rischi delle guerre, la certezza delle politiche espansive

from Il Rosso e Il Nero · host Kairos Partners SGR

Il fronte geopolitico crea per i mercati più downside che upside, ma resta profondamente incerto. Quello che è certo e strutturalmente positivo per l’azionario, è che le politiche monetarie e fiscali si sintonizzeranno presto su una linea espansiva.

Episode metadata supplied by the publisher feed · Published Jun 20, 2025

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CAUTI, MA INVESTITI. I rischi delle guerre, la certezza delle politiche espansive

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