{"id":28800,"date":"2025-12-08T09:29:37","date_gmt":"2025-12-08T09:29:37","guid":{"rendered":"https:\/\/www.algebris.com\/?p=28800"},"modified":"2025-12-08T09:36:02","modified_gmt":"2025-12-08T09:36:02","slug":"global-credit-bullets-lunedi-8-dicembre-2025","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/","title":{"rendered":"GLOBAL CREDIT BULLETS | Luned\u00ec, 8 dicembre 2025"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>USA &#8211; <strong>Un ultimo taglio prima della nomina del nuovo Presidente della Fed<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Questo mercoled\u00ec la Fed dovrebbe tagliare i tassi di 25 pb. Con i terminal rate prezzati intorno al 3% e la nomina del nuovo Presidente della Fed attesa a breve, l\u2019attenzione del mercato sar\u00e0 concentrata su dot plot e proiezioni macro, per capire quanto il FOMC sia effettivamente diviso e se le indicazioni ufficiali confermino l\u2019attuale impostazione accomodante incorporata nei prezzi. I segnali \u201csoft\u201d sul mercato del lavoro suggeriscono un lieve miglioramento, ma l\u2019assenza delle prossime letture su inflazione e Non-Farm Payrolls rende pi\u00f9 difficile delineare il percorso di politica monetaria. A ci\u00f2 si aggiunge l\u2019aspettativa di un ulteriore sostegno fiscale nel 2026, che dovrebbe dare ulteriore trazione all\u2019economia e rendere meno lineare il quadro per la Fed.<\/p>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>Giappone &#8211; BoJ pronta a intervenire<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Il 19 dicembre si preannuncia uno snodo decisivo per il Giappone, con la Bank of Japan ormai molto vicina a un rialzo dei tassi. In vista del pacchetto di stimolo fiscale promosso da Takaichi, con l\u2019inflazione stabile al 3%, il tasso 1y1y all\u20191,25% e circa 23 pb gi\u00e0 scontati per questa riunione, la pressione sulla banca centrale \u00e8 in aumento. Il forte deprezzamento dello yen sta iniziando a pesare sull\u2019economia, mentre il tratto lungo dei JGB ha subito un sell-off per il timore che la BoJ possa limitarsi a un rialzo \u201cuna tantum\u201d, senza affrontare gli squilibri macro di fondo. La questione chiave \u00e8 se la BoJ intenda andare oltre una mossa simbolica, segnalando invece un percorso credibile di normalizzazione.<\/p>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Algebris Investments&#8217; <em>Global Credit Team<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>USA &#8211; Un ultimo taglio prima della nomina del nuovo Presidente della Fed Questo mercoled\u00ec la Fed dovrebbe tagliare i tassi di 25 pb. Con i terminal rate prezzati intorno al 3% e la nomina del nuovo Presidente della Fed attesa a breve, l\u2019attenzione del mercato sar\u00e0 concentrata su dot plot e proiezioni macro, per [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":28796,"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-28800","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, 8 dicembre 2025 - 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-8-dicembre-2025\/\" \/>\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, 8 dicembre 2025 - Algebris Investments\" \/>\n<meta property=\"og:description\" content=\"USA &#8211; Un ultimo taglio prima della nomina del nuovo Presidente della Fed Questo mercoled\u00ec la Fed dovrebbe tagliare i tassi di 25 pb. Con i terminal rate prezzati intorno al 3% e la nomina del nuovo Presidente della Fed attesa a breve, l\u2019attenzione del mercato sar\u00e0 concentrata su dot plot e proiezioni macro, per [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Algebris Investments\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-08T09:29:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-08T09:36:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/media.algebris.com\/content\/AdobeStock_335677234_web.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"932\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Daniela Spataro\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Daniela Spataro\" \/>\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-8-dicembre-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/\"},\"author\":{\"name\":\"Daniela Spataro\",\"@id\":\"https:\/\/www.algebris.com\/it\/#\/schema\/person\/4f8a812e06adf5a47c5d4a2029e3be59\"},\"headline\":\"GLOBAL CREDIT BULLETS | Luned\u00ec, 8 dicembre 2025\",\"datePublished\":\"2025-12-08T09:29:37+00:00\",\"dateModified\":\"2025-12-08T09:36:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/\"},\"wordCount\":267,\"publisher\":{\"@id\":\"https:\/\/www.algebris.com\/it\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/media.algebris.com\/content\/AdobeStock_335677234_web.jpg\",\"articleSection\":[\"Market Views\"],\"inLanguage\":\"it-IT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/\",\"url\":\"https:\/\/www.algebris.com\/it\/market-views-it\/global-credit-bullets-lunedi-8-dicembre-2025\/\",\"name\":\"GLOBAL CREDIT BULLETS | Luned\u00ec, 8 dicembre 2025 - 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