IL PUNTO DEBOLE. I bond nel nuovo ordine internazionale

from Il Rosso e Il Nero · host Kairos Partners SGR

I rischi futuri per i Treasuries lunghi non verranno dall’inflazione o dalla crescita, ma dal riequilibrio (se ci sarà) delle partite correnti americane. Ecco perché ai partner commerciali l’America chiederà, in cambio di dazi meno pesanti, l’impegno all’acquisto di Treasuries a lunghissimo termine.

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IL PUNTO DEBOLE. I bond nel nuovo ordine internazionale

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