

Quanto potrà durare la correzione di Wall Street?
Mar 26, 2025
Vito Lopes, a finance and markets expert, shares his insights on the current market correction affecting Wall Street. He discusses findings from a Bank of America survey highlighting investor concerns over economic growth. Lopes links the downturn to historical market patterns and political influences, especially trade policies. He also examines the shift from U.S. equities to international markets amidst recession fears, and analyzes the behavior of institutional investors in the volatile crypto market.
AI Snips
Chapters
Transcript
Episode notes
Wall Street Correction Depends on Politics
- Wall Street's correction is influenced heavily by political uncertainties tied to Trump's trade policies.
- The market's fate hinges on decisions about tariffs due on April 2, shaping investor confidence significantly.
Treasury Yields Pushed Lower
- US Treasury yields are being deliberately pushed lower during a critical debt refinancing year.
- This manipulation aims to reduce borrowing costs amid a massive refinancing need of at least 7000 billion dollars.
Geographic Rotation Challenges Paradigm
- The 2025 market shows a rotation from Wall Street to Europe and China, breaking the old paradigm.
- This shift is driven by US actions and signals a strategic sacrifice of the stock market for bond market advantage.