WALLSTREET se ACERCA al MOMENTO Más IMPORTANTE del AÑO
Javier DV - Inversión y Finanzas
70,811 views
👉 Get a bonus of up to €500 when you start investing in Mintos with €1,500 or more using the code INVEST26: https://bit.ly/Mintos_JavierDV
Offer valid until September 30th (subject to terms and conditions).
*Investing involves risk; you may lose some or all of your invested capital. Past performance is not indicative of future results.
Investing involves risk; you may lose some or all of your invested capital. Past performance is not indicative of future results.
👉 Access my free investment course: https://jfpartners.net/curso-bolsa-e-...
#wallstreet #fed #bonds #fixedincome #debt #ia #kevinwarsh #interestrates #interest #yieldcurve #usud #treasury #stocks #dollar #usd #stockmarket #economy #debt
While most stocks have weakened, the big tech companies and the Magnificent Ones are managing to keep the main indexes near their highs. How long can they do it?
In this video, we analyze what's really happening beneath the surface of the market, the sharp rise in bond yields, and the latest US Treasury auctions, where some demand metrics have begun to show weakness.
We also explain the significant change coming to the PCE starting September 30th, how it might affect upcoming inflation readings, and what it could mean for the Federal Reserve and interest rates.
In addition, we discuss the current risk/reward ratio of bonds, the difference between carry, duration, and convexity, why I opened a trade in long-term bonds, and what I'm seeing in Bitcoin.
Finally, we analyze the strength of the MAGS, the latest Meta catalysts, and a possible hidden card Amazon might play related to its investment in Anthropic.
00:00 Market Situation
02:28 Internal Weakness of the S&P 500
04:12 The MAGS Lead
05:50 Market Seasonality
08:02 Sponsor
10:03 What's Happening in Bonds
12:33 Treasury Auctions
15:45 Why Are Rates Rising? 18:43 Inflation Changes
23:14 Profiting from Bonds Now??
29:25 My Bond Trade
31:11 Risk Indicators
35:17 Bitcoin
35:59 The Magnificent Ones
38:10 Meta and MUSE
42:33 Amazon and Anthropic
The content, information, and opinions provided and expressed in all our videos, texts, and/or images are for informational and educational purposes and are based on the authors' free interpretation of the subject matter. The content of all our videos, texts, and/or images does not constitute an offer or recommendation to buy or sell financial instruments. The recipient of this content should be aware that the financial instruments and values discussed may not be suitable for their profile or specific investment objectives. Therefore, the recipient must make their own investment decisions, seeking any specialized advice they deem necessary and assuming full responsibility for both the means and the results. The authors are not responsible for the use or interpretation of this content, nor for any damages or losses the recipient may suffer by entering into transactions or making any decisions based on this content.
20 Comments
No prestes atención a la minoría de desconsiderados e ineptos.
Somos legión los que sabemos y valoramos enormemente la suerte de poder disfrutar y aprender de los contenidos que compartes. Con independencia de que estemos o no siempre de acuerdo con las ideas que planteas, muchas gracias por el trabajo, esfuerzo, dedicación y pasión en lo que haces.
Un abrazo
El inicio, está chulo porque es muy visual, pero para mi gusto muy cargado y rápido.
WALLSTREET se ACERCA al MOMENTO Más IMPORTANTE del AÑO
Javier DV - Inversión y Finanzas
70,811 views
👉 Get a bonus of up to €500 when you start investing in Mintos with €1,500 or more using the code INVEST26: https://bit.ly/Mintos_JavierDV
Offer valid until September 30th (subject to terms and conditions).
*Investing involves risk; you may lose some or all of your invested capital. Past performance is not indicative of future results.
Investing involves risk; you may lose some or all of your invested capital. Past performance is not indicative of future results.
👉 Access my free investment course: https://jfpartners.net/curso-bolsa-e-...
#wallstreet #fed #bonds #fixedincome #debt #ia #kevinwarsh #interestrates #interest #yieldcurve #usud #treasury #stocks #dollar #usd #stockmarket #economy #debt
While most stocks have weakened, the big tech companies and the Magnificent Ones are managing to keep the main indexes near their highs. How long can they do it?
In this video, we analyze what's really happening beneath the surface of the market, the sharp rise in bond yields, and the latest US Treasury auctions, where some demand metrics have begun to show weakness.
We also explain the significant change coming to the PCE starting September 30th, how it might affect upcoming inflation readings, and what it could mean for the Federal Reserve and interest rates.
In addition, we discuss the current risk/reward ratio of bonds, the difference between carry, duration, and convexity, why I opened a trade in long-term bonds, and what I'm seeing in Bitcoin.
Finally, we analyze the strength of the MAGS, the latest Meta catalysts, and a possible hidden card Amazon might play related to its investment in Anthropic.
00:00 Market Situation
02:28 Internal Weakness of the S&P 500
04:12 The MAGS Lead
05:50 Market Seasonality
08:02 Sponsor
10:03 What's Happening in Bonds
12:33 Treasury Auctions
15:45 Why Are Rates Rising? 18:43 Inflation Changes
23:14 Profiting from Bonds Now??
29:25 My Bond Trade
31:11 Risk Indicators
35:17 Bitcoin
35:59 The Magnificent Ones
38:10 Meta and MUSE
42:33 Amazon and Anthropic
The content, information, and opinions provided and expressed in all our videos, texts, and/or images are for informational and educational purposes and are based on the authors' free interpretation of the subject matter. The content of all our videos, texts, and/or images does not constitute an offer or recommendation to buy or sell financial instruments. The recipient of this content should be aware that the financial instruments and values discussed may not be suitable for their profile or specific investment objectives. Therefore, the recipient must make their own investment decisions, seeking any specialized advice they deem necessary and assuming full responsibility for both the means and the results. The authors are not responsible for the use or interpretation of this content, nor for any damages or losses the recipient may suffer by entering into transactions or making any decisions based on this content.
Solo hasta el 30 de septiembre (sujeto a condiciones).
*Invertir conlleva riesgos, puedes perder parte o la totalidad del dinero invertido. Rentabilidades pasadas no garantizan resultados futuros.