Is the tech hype over? Wall Street shows a clear divergence: while the Dow Jones holds steady, AI faces valuation doubts. An analysis of sector rotation and the market's new sensitivity to macro data.
End of tech euphoria? The Dow Jones tops 50k while software cools down. We analyze a mixed week and the macro data that will define the path for your investments.
Less noise, more intent. Discover why the market has paused to recalibrate expectations and which sectors are best withstanding the new rational environment.
Where is New York headed? We explore the recent spike in volatility, the flight to safe-haven assets, and the growing selectivity of capital in an environment marked by external tensions and monetary policy expectations.
Between geopolitical tensions and demanding earnings, the market calls for selectivity. Discover why enthusiasm is yielding to fundamentals and what to expect from current volatility. Read the full analysis here
How is the market moving at the start of this year? Discover the sectors setting the pace and why selectivity is your best ally on Wall Street. 2026 demands discipline. Read more on our Weekly
Why does the market seem to have paused? Discover the dynamics behind Wall Street's sector rotation and how current selectivity is setting the stage for next year's movements
The New York market enters a phase of maturity: the priority is consolidation and selection. Investors adjust risks and organize portfolios, far from speculative euphoria. Read the full analysis here.
Mixed signals in the market? We analyze the movements in technology and energy, and the 3 key factors (employment, inflation, and portfolio adjustments) setting the pace for investors before the close of 2025.
