Fatevi almeno qualche domanda (parte 9)

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In giro per il Mondo, molti si fanno molte domande, in questa parte finale del 2017: in particolare sul grafico qui sopra.

Ecco due esempi di oggi:

To Rick Rieder at BlackRock Inc., long-term Treasuries are “crazy priced wrong to the expensive side,” along with debt in Europe and Japan, in part because investors in those regions flock to the U.S. any time debt prices fall. That appetite keeps 10-year Treasury yields in a tight range even as the Federal Reserve sees economic growth warranting additional interest-rate hikes.

Bill Gross at Janus Henderson Group has a gloomier view. For him, the central bank is nearly at its limit for raising rates, given how much debt is sloshing around the U.S. The yield curve from two to 10 years, which dipped to 71 basis points last week, only needs to flatten 20 to 30 basis points more to signal an impending economic slowdown, he said. It’s been a reliable recession indicator in the past.

Mercati oggiValter Buffo