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Kuroda si unisce al coro

In attesa della decisione sui tassi di interesse della BCE di giovedì, la produzione industriale tedesca segna una lieve ripresa con una crescita del 2.1% vs lo 0.6%...

In attesa della decisione sui tassi di interesse della BCE di giovedì, la produzione industriale tedesca segna una lieve ripresa con una crescita del 2.1% vs lo 0.6% atteso e la fiducia degli investitori europea cala del 5.9 vs il -8.3 atteso.

In Giappone il Presidente della Bank of Japan Kuroda reitera come l’inflazione cresca nuovamente meno del target del 2% e si unisce al coro dei banchieri centrali mondiali affermando che le decisioni sui tassi avverranno “meeting by meeting”.

Continua la scarsa performance del Dollar Index che perde lo 0.2% mentre aumentano i rendimenti dei Treasuries americani. A calare invece sono le aspettative di crescita: quelle per

il 2024 dovrebbero attestarsi ad un tasso di crescita del 2.2%. Tutto ciò non fa altro che incrementare le aspettative di un soft landing da parte della FED o di un “no landing at all”. Di opinioni diverse resta Kashkari il quale ritiene che 3 saranno i tagli dei tassi da parte della la Banca Centrale americana.

In UK, la sterlina soffre per i deboli dati sull’attività del settore dei servizi rilevati che si aggiungono alle prove di un’incertezza delle prospettive economiche. La debolezza del PIL e il rallentamento delle pressioni sui prezzi hanno alimentato la speculazione che la BoE potrebbe anticipare i primi tagli dei tassi.

Calendario Economico

18:00 – Previsioni dell’EIA sull’energia

EURUSD: 1.0854

EURGBP: 0.8580

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