Mentre il taglio di 50 bps da parte della FED sostiene per ora i mercati statunitensi e tiene occupati gli analisti con i suoi perché, questa settimana la People Bank of China ha avviato un programma di easing monetario come non si vedeva da tempo, direi un quasi "QE privato". Spiego in questo episodio perché lo ho battezzato così.Potete trovare ulteriori commenti su questo e altro nella mia newsletter: https://zugzwangmacro.substack.com/
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