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Primo agosto con il ritorno della più grande bandiera sul SäntisAnalisti,Professore del Dipartimento di Gestione del Rischio di BlackRock mercati tra le trimestrali e Usa che rallentano di Ansa   05-08-2024 - 10:44 Link copiato #iubenda-cs-banner .iub_ts_bc:not(.iubenda-custom-content) *,#iubenda-cs-banner [class*=" iub"],#iubenda-cs-banner [class^=iub],.iubenda-tp-btn:not([data-tp-nostyle]){ 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-webkit-box-orient:vertical!important;-webkit-box-direction:normal!important;-ms-flex-direction:column!important;flex-direction:column!important;margin:12px!important}#iubenda-cs-banner .iubenda-cs-opt-group-custom{ -webkit-box-ordinal-group:3;-ms-flex-order:2;order:2}#iubenda-cs-banner .iubenda-cs-opt-group-consent{ -webkit-box-ordinal-group:2;-ms-flex-order:1;order:1}#iubenda-cs-banner .iubenda-cs-opt-group button{ display:block;margin:6px 3px!important;padding:8px 24px!important;text-align:center!important;width:100%!important}#iubenda-cs-banner .iubenda-cs-opt-group button.ts_iub_btn_rjct{ order:2!important}#iubenda-cs-banner .iubenda-cs-opt-group button.ts_iub_btn_pr{ order:3!important}#iubenda-cs-banner .iubenda-cs-opt-group button.ts_iub_btn_ok{ order:1!important}} #speakup-player{ margin: 0 !important; max-width: none !important; min-height: 85px !important; padding-bottom: 25px !important; padding-top: 10px !important;}#speakup-player:empty::after{ align-items: center; background-color: #fff; border-radius: 0.5rem; box-shadow: 0 12px 24px rgba(0, 0, 0, 0.12); font-family: sans-serif; content: 'Loading...'; display: flex !important; font-size: 13px; font-weight: bold; line-height: 1; justify-content: center; min-height: 50px; text-transform: uppercase;}#speakup-player:empty{ display: block;} (ANSA) - MILANO, 05 AGO - La scorsa settimana, in cui imercati azionari sono stati piuttosto volatili, due argomentihanno "attirato la nostra attenzione: i risultati delletrimestrali e il dato del mercato del lavoro Usa".Così Richard Flax, chief investment officer di Moneyfarm."Il messaggio complessivo - aggiunge - finora è stato pocoomogeneo: la buona notizia è che la maggior parte delle aziendecontinua a registrare utili migliori rispetto alle previsionidegli analisti e la redditività complessiva rimane solida. Mac'è un lato meno positivo: gli utili delle aziende non stannoperformando altrettanto bene. Il secondo focus riguarda, invece,l'economia statunitense e i tassi di interesse. Sono diversi idati macroeconomici che suggeriscono che l'economia starallentando. Gli analisti in effetti si aspettavano unrallentamento dell'economia. Ma ora la preoccupazione è che ilrallentamento sia eccessivo. Questa combinazione di risultatista pesando sui mercati azionari".Vincent Mortier e Matteo Germano di Amundi prevedono un"ampliamento del rally del mercato azionario non lineare eprobabilmente in più passaggi. Alcuni segnali iniziali di questarotazione si sono materializzati di recente"."Riteniamo - aggiugono - che sia essenziale tornare aifondamentali, esaminare le valutazioni e rimanere disciplinati.I mercati si sono spinti troppo in là in alcune aree, ma quandosi manifesterà un 'trigger', ovvero un calo della crescita,crisi di liquidità delusione degli utili, le oscillazionipotrebbero essere brusche e rapide". (ANSA).. di Ansa   05-08-2024 - 10:44 Link copiato Commenti Leggi la Netiquette

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