macro Archivi - Bluerating.com

articoli

Asia

Investimenti, osservare le mosse della Fed per posizionarsi in Asia

Mercati: geopolitica e disinflazione alla base del recupero

I dati macro in calendario questa settimana sotto la lente

Mercati: ecco i dati da tener d’occhio questa settimana

Mercati: riflettori puntati sulle proiezioni di lungo termine della Fed

<img width="160" height="128" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg 160w, https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1-120x96.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg" data-sizes="(max-width: 160px) 100vw, 160px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="160" height="128" src="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg 160w, https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1-120x96.jpg 120w" sizes="(max-width: 160px) 100vw, 160px" />

Investimenti: quattro scenari per il futuro da tener ben presente

Asset allocation: come bilanciare i portafogli nelle fasi macroeconomiche

<img width="467" height="367" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" data-sizes="(max-width: 467px) 100vw, 467px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="467" height="367" src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" sizes="(max-width: 467px) 100vw, 467px" />

Mercati, Wall Street in bilico tra statistiche e scenario macro

<img width="160" height="128" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg 160w, https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1-120x96.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg" data-sizes="(max-width: 160px) 100vw, 160px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="160" height="128" src="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg 160w, https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1-120x96.jpg 120w" sizes="(max-width: 160px) 100vw, 160px" />

Investimenti: Pimco aggiorna le previsioni macro

<img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" sizes="(max-width: 640px) 100vw, 640px" />

Investimenti, portafogli alla prova dei dati macroeconomici

Asset allocation: quest’anno più che mai attenzione al timing

<img width="467" height="367" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" data-sizes="(max-width: 467px) 100vw, 467px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="467" height="367" src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" sizes="(max-width: 467px) 100vw, 467px" />

Mercati: settimana cruciale su fronte macro negli Usa

<img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" sizes="(max-width: 640px) 100vw, 640px" />

Investimenti: i tre attuali macrotemi cruciali secondo Pimco

<img width="512" height="512" src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" sizes="(max-width: 512px) 100vw, 512px" />

Mercati (forse) troppo in anticipo

banche centrali

Mercati: inflazione europea in calo e beige book della Fed stabile

dragone-cina

Mercati: sorprende il dato sul Pil cinese

Mercati in attesa del dato sull’inflazione Usa

Outlook 2023, in primis un dollaro debole

<img width="160" height="128" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg 160w, https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1-120x96.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg" data-sizes="(max-width: 160px) 100vw, 160px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="160" height="128" src="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1.jpg 160w, https://www.bluerating.com/wp-content/uploads/2015/11/outlook-1-120x96.jpg 120w" sizes="(max-width: 160px) 100vw, 160px" />

Investimenti, parola d’ordine: “Massima cautela”

europa, mondo

Investimenti: ora saranno premianti le strategie global macro

<img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" sizes="(max-width: 640px) 100vw, 640px" />

Mercati: si profila una settimana cruciale. Ecco perchè

Mercati: si profila un lungo limbo

Mercati nella fase “bad news, good news”

Mercati: ecco cosa serve davvero per sconfiggere l’inflazione e tornare a crescere

<img width="467" height="367" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" data-sizes="(max-width: 467px) 100vw, 467px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="467" height="367" src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" sizes="(max-width: 467px) 100vw, 467px" />

Asset allocation: essere cauti non significa star fuori dall’azionario

Mercati: il ritorno della propensione al rischio indebolisce il dollaro

mondo mappa

Asset allocation: la view di Credit Suisse

<img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" data-src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" data-sizes="(max-width: 640px) 100vw, 640px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="640" height="396" src="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-768x475.jpg 768w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-250x155.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-700x433.jpg 700w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-120x74.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati-600x371.jpg 600w, https://www.bluerating.com/wp-content/uploads/2019/07/outlook-mercati.jpg 825w" sizes="(max-width: 640px) 100vw, 640px" />

Mercati e quadro macro: la view di Pimco

<img width="512" height="512" src="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/03/outlook.jpg 512w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-250x250.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-150x150.jpg 150w, https://www.bluerating.com/wp-content/uploads/2019/03/outlook-120x120.jpg 120w" sizes="(max-width: 512px) 100vw, 512px" />

Asset allocation: l’outlook di Lemanik per i prossimi mesi

Mercati: analogie e differenze con gli anni ’70