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Cosa è successo ai Treasury negli scorsi giorni sembra essere la domanda a cui tutti cercano di dare una risposta. Ho qualche idea anche io, ma parto dalla storia delle tariffe per comprendere quanto accaduto.Se serve, un appunto esplicativo: https://zugzwangmacro.substack.com/p/cxxxix_zugzwang-dalle-tariffe-prime?r=p3k5v
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