Dall’Iran ai dazi, alla crisi del private debt: le reazioni dei mercati
I mercati degli Stati Uniti sono in una situazione di vulnerabilità. Il caso Blue Owl è l’ultimo allarme sul fronte dei private credit, mentre la decisione di bocciare i dazi commerciali imposti da Trump ha scatenato confusione sugli indici azionari, sul fronte valutario e fa tremare l’imponente montagna di debito pubblico. Come si deve muovere in questa situazione l’investitore? Ne parliamo con Alberto Claretta Assandri (responsabile regolamentazione finanziaria di A&O Shearman), Massimiliano Silla (consulente finanziario indipendente) e Alessio Garzone (Portfolio manager di Gamma Capital Markets).In studio la giornalista Marzia Redaelli. Receive SMS online on sms24.me
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