Sono usciti i dati sul ๐ฆ๐๐ซ๐๐๐ญ๐จ ๐๐๐ฅ ๐ฅ๐๐ฏ๐จ๐ซ๐จ negli USA ๐
โ gennaio 2026:
โข Lโ๐๐๐จ๐ง๐จ๐ฆ๐ข๐ ๐ฌ๐ญ๐๐ญ๐ฎ๐ง๐ข๐ญ๐๐ง๐ฌ๐ ha aggiunto 130.000 ๐ฉ๐จ๐ฌ๐ญ๐ข ๐๐ข ๐ฅ๐๐ฏ๐จ๐ซ๐จ a gennaio, molto sopra le ๐๐ญ๐ญ๐๐ฌ๐ degli analisti (che stimavano ~65โ70K).
โข Il ๐ญ๐๐ฌ๐ฌ๐จ ๐๐ข ๐๐ข๐ฌ๐จ๐๐๐ฎ๐ฉ๐๐ณ๐ข๐จ๐ง๐ รจ sceso al 4,3% rispetto al 4,4% di dicembre.
Ci si aspettava un rallentamento. ร arrivata una sorpresa. I numeri raccontano di un mercato del lavoro ancora solido.
Come li leggo?
Unโoccupazione piรน forte del previsto significa una cosa:
la Fed non ha fretta di tagliare i tassi.
Sullโazionario lโeffetto รจ doppio.
Nel breve puรฒ esserci volatilitร , soprattutto sui titoli growth sensibili ai tassi.
Ma unโeconomia che crea lavoro sostiene utili e consumi. E questo รจ carburante per il mercato nel medio periodo.
Meglio unโeconomia forte con tassi piรน alti che un taglio dei tassi perchรฉ qualcosa si sta rompendo.
La qualitร del ciclo conta piรน della velocitร dei tagli.
$SPX500$NSDQ100... Show More Translate
Fondamentalmente sono d'accordo con te, ma una non urgenza nel taglio dei tassi potrebbe risultare in un leggero ritracciamento dei titoli tecnologici secondo te? Gli utili e le performance delle aziende sono buone, ma i multipli del nasdaq al momento sono un po' sopra la media storica, magari... Show More Translate
Come si diceva ieri, al fine di completare il quadro bisogna attendere i dati sull'inflazione. Il mercato del lavoro tiene relativamente bene. A questo punto il lavoro della FED si "semplifica" nel senso che puรฒ concentrarsi sull'inflazione. E' chiaro che se i CPI dovessero mostrare... Show More Translate
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Fri Mar 13 2026 18:11:13 GMT+0000 (Coordinated Universal Time)
