Rally di Natale? Magari rimandiamo all’anno prossimo
L’ennesimo aumento dei tassi della Fed (e l’ombra dell’aumento dei tassi della BCE) ha di nuovo affossato i mercati azionari.
Il messaggio delle banche centrali ai mercati appare chiaro: il loro intervento per calmierare l’inflazione non è ancora terminato e potrebbe continuare per tutto il 2023.
Previsione di un ulteriore aumento dei tassi = rallentamento del PIL e calo degli utili aziendali = il bear market non è ancora finito
Chi dunque sperava nel solito rally natalizio quest’anno rimarrà deluso.
D'altronde siamo abbastanza grandi da non credere più a Babbo Natale.
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