RiskOn RiskOff. Come sottolineato la scorsa settimana il ritorno del rischio del gold sotto quello di dj e sp500 avrebbe confermato un probabile lento ritorno al risk off, confermato dal maggior rischio sul Nasdaq che include un probabile rialzo dei tassi US nel 2022. L’Asia sembra correlarsi con l’avvicinamento di Cina e Giappone, l’incognita maggiormente pericolosa rimane il Brasile con rischio implicito al top assoluto mentre Italia ed Europa permangono in zona 2,5%
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