Al 4° piano con Alessandro Fugnoli
IL VOTO AMERICANO. Che cosa può cambiare per i mercati e perché è meglio rimanere ancorati ai fondamentali
17 Jul 2024
Description
I mercati provano sempre ad anticipare gli esiti elettorali, ma i Trump trade del 2016 e i Biden trade del 2020 fecero perdere soldi. Meglio rimanere agganciati ai fondamentali, che in questo momento suggeriscono bull steepening sui bond e diversificazione sull’azionario.
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