TEMPORANEO EQUILIBRIO. Il rialzo azionario è frenato dai bond

from Il Rosso e Il Nero · host Kairos Partners SGR

Più Treasuries da emettere, perché il disavanzo americano resterà alto, e meno compratori. Per il rialzo delle borse i tassi a lungo possono diventare un problema fino a che la Fed non tornerà a comprare.

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