{"id":22525,"date":"2024-10-21T09:39:58","date_gmt":"2024-10-21T09:39:58","guid":{"rendered":"https:\/\/www.algebris.com\/?p=22525"},"modified":"2025-01-09T11:33:37","modified_gmt":"2025-01-09T11:33:37","slug":"global-credit-bullets-lunedi-21-ottobre-2024","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/","title":{"rendered":"GLOBAL CREDIT BULLETS | Luned\u00ec, 21 ottobre 2024"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\"><strong><strong>BCE \u2013 La strada verso i 50<\/strong><\/strong><\/h5>\n\n\n\n<p>Come previsto, la BCE ha lanciato un messaggio <em>dovish<\/em> tagliando i tassi di 25 punti base e portandoli al 3,25%, pur cercando di mantenere la \u201cdipendenza dai dati\u201d. Lagarde ha perlopi\u00f9 indicato i rischi per crescita e inflazione, propendendo per il ribasso, per poi per\u00f2 non pronunciarsi sull\u2019entit\u00e0 della riduzione dei tassi in futuro. Questo ha indotto i mercati a considerare possibili tagli di 50 punti base, stimando attualmente una probabilit\u00e0 di quasi il 50% che ci\u00f2 avvenga nella riunione di dicembre. I PMI di questa settimana sono cruciali: se dovessero indebolirsi nuovamente, un taglio di 50 punti base potrebbe diventare uno scenario realistico. Tuttavia, se il dato si rafforzer\u00e0 grazie agli stimoli della Cina e ai tagli delle banche centrali, la BCE potrebbe attenersi all\u2019ipotesi di un taglio di 25 punti base.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\"><strong><strong>Elezioni USA \u2013 I mercati votano Trump<\/strong><\/strong><\/h5>\n\n\n\n<p>Le quote per un &#8220;red sweep&#8221; continuano a crescere su Polymarket, ora al 43% rispetto al 30% di inizio ottobre. Nonostante <a href=\"https:\/\/www.wsj.com\/finance\/betting-election-pro-trump-ad74aa71?mod=djem10point\" target=\"_blank\" rel=\"noreferrer noopener\">i media<\/a> abbiano messo in dubbio la validit\u00e0 delle quote Polymarket, in quanto apparentemente guidate da pochi grandi operatori, per il momento il mercato continua a seguirle. La scorsa settimana, dati economici pi\u00f9 forti negli Stati Uniti hanno fatto aumentare i rendimenti, con le vendite al dettaglio che hanno superato le aspettative e le richieste di sussidi di disoccupazione che sono diminuite rispetto ai livelli elevati causati dagli uragani delle settimane precedenti.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Algebris Investments&#8217; <em>Global Credit Team<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>BCE \u2013 La strada verso i 50 Come previsto, la BCE ha lanciato un messaggio dovish tagliando i tassi di 25 punti base e portandoli al 3,25%, pur cercando di mantenere la \u201cdipendenza dai dati\u201d. Lagarde ha perlopi\u00f9 indicato i rischi per crescita e inflazione, propendendo per il ribasso, per poi per\u00f2 non pronunciarsi sull\u2019entit\u00e0 [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":22522,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[130],"tags":[],"asset-class":[224],"algebris-themes":[235],"class_list":["post-22525","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-views-it","asset-class-credit-it","algebris-themes-global-credit-it"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>GLOBAL CREDIT BULLETS | Luned\u00ec, 21 ottobre 2024 - Algebris Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/\" \/>\n<meta property=\"og:locale\" content=\"it_IT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GLOBAL CREDIT BULLETS | Luned\u00ec, 21 ottobre 2024 - Algebris Investments\" \/>\n<meta property=\"og:description\" content=\"BCE \u2013 La strada verso i 50 Come previsto, la BCE ha lanciato un messaggio dovish tagliando i tassi di 25 punti base e portandoli al 3,25%, pur cercando di mantenere la \u201cdipendenza dai dati\u201d. Lagarde ha perlopi\u00f9 indicato i rischi per crescita e inflazione, propendendo per il ribasso, per poi per\u00f2 non pronunciarsi sull\u2019entit\u00e0 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"Algebris Investments\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-21T09:39:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-09T11:33:37+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/media.algebris.com\/content\/AdobeStock_176054589_web.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"788\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Andrea Molteni\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Andrea Molteni\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/\"},\"author\":{\"name\":\"Andrea Molteni\",\"@id\":\"https:\/\/www.algebris.com\/it\/#\/schema\/person\/4b3d11dd0f7d6e3130de26cc9436a0bc\"},\"headline\":\"GLOBAL CREDIT BULLETS | Luned\u00ec, 21 ottobre 2024\",\"datePublished\":\"2024-10-21T09:39:58+00:00\",\"dateModified\":\"2025-01-09T11:33:37+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/\"},\"wordCount\":241,\"publisher\":{\"@id\":\"https:\/\/www.algebris.com\/it\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/media.algebris.com\/content\/AdobeStock_176054589_web.png\",\"articleSection\":[\"Market Views\"],\"inLanguage\":\"it-IT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/\",\"url\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-21-ottobre-2024\/\",\"name\":\"GLOBAL CREDIT BULLETS | Luned\u00ec, 21 ottobre 2024 - 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