In questo momento il mercato sta guardando soprattutto a quanto durerà il conflitto.
Se la crisi resta breve e circoscritta, lo shock sull’energia può rientrare e il mercato tende a riassorbirlo.
Se invece si prolunga, cambia la lettura macro: energia alta più a lungo significa inflazione più resistente e crescita più fragile. È lì che torna il rischio “stagflazione”.
Per questo i movimenti sono meno “puliti”: rotazioni rapide e reazioni a scatti, perché il mercato sta ancora cercando di capire quanto durerà la tensione.
Vedremo come evolve nei prossimi giorni.
$SPX500$NSDQ100$BTC$GOLD $EUROOIL ... Show More Translate
Esatto. Se si prolunga, cambia il contesto; se rientra, il mercato tende a riassorbire più in fretta.... Show More Translate
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