GLI EFFETTI DELLA GUERRA. Il boom inflazionistico incontra la stagflazione

from Il Rosso e Il Nero · host Kairos Partners SGR

Perché l’azionario recupera quasi tutto mentre i governativi lunghi restano indietro. I sussidi dei governi sull’energia conterranno l’inflazione ma peseranno sui disavanzi pubblici. La Cina riesce a mantenere invariati gli approvvigionamenti di petrolio e conferma la strategia della pazienza verso Taiwan.

Episode metadata supplied by the publisher feed · Published Apr 10, 2026

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GLI EFFETTI DELLA GUERRA. Il boom inflazionistico incontra la stagflazione

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