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brunobertez.com/2023/11/21/lanalyse-experte-de-la-folie-des-sept-magnifiques-apple-microsoft-alphabet-amazon-meta-nvidia-et-tesla/
Fed Hickey que je suis depuis des décennies est l’un des meilleurs analystes et stratèges du secteur technologie . Lisez !
Les attentes d’#inflation des consommateurs américains pour les cinq prochaines années ont bondi à 3,2 %, soit le niveau le plus élevé depuis 2008 !
Concentration? Non nettoyage seléctif
[Yahoo/Bloomberg] Stocks, Bonds, Dollar Waver After ‘Mixed’ Data:
[Yahoo/Bloomberg] Brent Oil Dips Below $80 as OPEC+ Talks Get Rocky Before Meeting
ici le WTI

[AP] U.S. unemployment claims drop by 24,000 to 209,000, another sign of labor market resiliency
[Reuters] Big investors say US markets rally could prove short-lived
[CNBC] Mortgage demand jumps to six-week high as interest rates continue to drop
[Reuters] Israel, Hamas agree four-day truce, 50 hostages to go free
[AP] U.S. fighter aircraft strike Hezbollah targets in Iraq after attacks on bases
[Yahoo/Bloomberg] BOJ Pulls Back From Risk Asset Buying in Sign of Normalization
[Yahoo/Bloomberg] Milei Says Argentina Heading for ‘Shock’ Fiscal Therapy in 2024
[Yahoo/Bloomberg] China Puts Country Garden on Draft List of Builders to Support
[Yahoo/Bloomberg] Germany Races to Fix Its Budget and Avert a Government Crisis
[Reuters] Economic models buckle under strain of climate reality
[Yahoo/Bloomberg] India’s Central Bank Governor Warns of Credit ‘Exuberance’
[Reuters] Taiwan ruling party powers ahead with opposition mired in bitter dispute
[Reuters] Taiwan reports Chinese fighters, bombers nearby as election campaign heats up
[FT] Falling inflation might not dent gold’s rally
[FT] Hedge fund short sellers suffer $43bn of losses in market rally
[FT] Investors pour cash into US corporate debt in bet Fed rates have peaked
[FT] ECB warns of ‘early signs of stress’ at eurozone banks as default rates rise