August 9, 2023 • 13 mins
La reindustrializzazione statunitense è avviata e il primo passo che ce ne fa sentire la presenza è la diminuzione dei buybacks a favore del futuro incremento dei capex aziendali.
Sugli altri temi della settimana, di seguito i link alla mia newsletter:
Sugli altri temi della settimana, di seguito i link alla mia newsletter:
- macromese di agosto 2023: https://tinyurl.com/3bkbn3f3
- ritorno a H.o.p.e. street: https://tinyurl.com/4mxh6h3d
- bull/bear steepener & flattener: https://tinyurl.com/2fjz53tw
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