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Terre sempre più rare

EPISODE · Oct 15, 2025 · 28 MIN

Terre sempre più rare

from Oltre i mercati · host Antonello Sanna

La Cina ha risposto all'imposizione di Trump di esportare verso il paese del Sol Levante solo chip di secondo livello, meno performanti, con un contingentamento delle Terre Rare. Il Presidente ha risposto con un post molto aggressivo, dove annunciava dazi al 100% per la Cina. I mercati USA hanno reagito male, perdendo fino al 3,6% del NASDAQ. Lunedì Taco-Trump ha pubblicato un nuovo post per riaprire il dialogo con il Presidente cinese. I mercati hanno recuperato.  Powell ha ribadito l'attenzione per il mercato del lavoro, suggerendo un nuovo taglio imminente. In Francia, Macron a rinominato Lecornu, che sta provando a rimettere in carreggiata il Governo. Nel frattempo, le Borse festeggiano l'ottima trimestrale di ASML, azienda olandese che "stampa" i chip, che conferma il trend solido dell'AI. Non siamo nel 2000 delle Dot.com. Gli utili oggi ci sono.

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Terre sempre più rare

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