FED E BCE: E SE L’INFLAZIONE NON FOSSE IL TEMA?

Si chiude una settimana di turbolenze sui mercati, condizionati dal rally del petrolio, dalle trimestrali di Meta e Tesla che hanno tenuto in scacco i mercati e dai rendimenti dei titoli di Stato francesi in tensione. E’ in questo difficile quadro che si muoveranno la prossima settimana Fed e Bce. In un contesto incerto e volatile, siamo certi che sia l’inflazione il vero tema? E se sì, di che inflazione parliamo? Di questo e di quello che di aspetta sul fronte delle politiche monetarie dopo le elezioni di metà mandato negli Usa e con il cambio ai vertici a Francoforte, abbiamo discusso con Sara Amato (Pictet WM), Massimiliano Maxìa, (Allianz Global Investors) e Maria Paola Toschi (JP Morgan AM). Receive SMS online on sms24.me

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