Podcasts about p500

Michael Hartnett (BofA): Estrategias clave para invertir en un mercado volátil en 2025 Michael Hartnett, estratega jefe de inversiones de Bank of America, analiza las tendencias del mercado en 2025 y aconseja cautela ante un entorno marcado por alta inflación, tasas elevadas y tensiones geopolíticas. La tradicional cartera 60/40 pierde fuerza, mientras la estrategia "BIG" (Bonos, Acciones Internacionales y Oro) gana relevancia como protección ante la incertidumbre económica. Entre sus proyecciones, Hartnett destaca una posible corrección del S&P500, salidas masivas de bonos y el impacto de políticas fiscales de EE.UU., especialmente si Donald Trump retoma el poder. Señala además que los metales, especialmente el oro, siguen atrayendo grandes flujos como refugio seguro. El experto recomienda evitar el exceso de optimismo y estar atentos a recortes de tasas por parte de la FED hacia la segunda mitad del año.

US equities were lower in Wednesday afternoon trading, as stocks ended just off worst levels, with the Dow Jones, S&P500, and Nasdaq finishing down 197bps, 168bps, and 139bps respectively. Today's $16B auction of 20-year notes tailed by 1.2bps, with bond yields rising, curve bear steepening, pressuring equities in the afternoon. Mixed retailer earnings, mostly upbeat AI headlines, among corporate news items, while budget reconciliation bill remains stalled and Israeli, Iranian geopolitical tensions in focus.

— Подпишись на Telegram-канал RationalAnswer — https://t.me/RationalAnswer — Подпишись на email-рассылку RationalAnswer — https://rationalanswer.substack.com/ Бонусные посты от RationalAnswer: — Разбираем налоговые нюансы дивидендов внутри ETF на акции — https://t.me/RationalShitposting/132 — Нассим Талеб ненавидит концепцию IQ — https://t.me/RationalShitposting/134 — Чем Баффет лучше Байдена — https://t.me/RationalShitposting/144 Дополнительные материалы к выпуску: — Цви про Южноафриканогейт у Грока — https://thezvi.substack.com/p/regarding-south-africa — Дмитрий Травин про Геращенко — https://t.me/dtravin61/988 — Лонгрид недели от меня: Скрытые неэффективности индексных фондов — https://habr.com/ru/articles/909696/ — Интервью недели: Masters in Business с Эдвардом Ченселлором — https://www.youtube.com/watch?v=5fqB_vCi9tY Текстовая версия выпуска со ссылками: https://habr.com/ru/articles/910270/ Посмотреть выпуск на YouTube: https://www.youtube.com/watch?v=hjhS-Rew7F0 Поддержи проект RationalAnswer и попади в титры: — Patreon (в валюте) – https://www.patreon.com/RationalAnswer — Boosty (в рублях) – https://boosty.to/RationalAnswer СОДЕРЖАНИЕ: 00:00 - Трамп снял пошлины с Китая 03:20 - S&P500 в плюсе с начала года 04:31 - Новости США: Make Tabletki Great Again 09:10 - Российский рынок: Рублификация облигаций 11:59 - Бешеный принтер: Пепе под запретом в РФ 14:32 - Финансовая дичь недели: Улиточное налогообложение 16:55 - Ребрендинги недели 17:29 - OpenAI: Кодекс вайбкодера 19:34 - xAI: Маск воспитывает Грока 23:02 - Крипта: Coinbase взломали 23:54 - RIP недели: Геращенко и Мухика 25:13 - Лонгрид недели 28:17 - Интервью недели 30:03 - Хорошая новость недели 30:50 - Бонусные посты недели из моих ТГ-каналов

La plateforme d'échanges d'actifs numériques Coinbase rejoindra le S&P500 le 19 mai, et sera donc la première entreprise de crypto à rejoindre l'indice phare de la Bourse américaine. Une annonce qui a entraîné une flambée de l'action. Cette institutionnalisation rapide est-elle risquée ? L'analyse de John Plassard, spécialiste en investissement chez Mirabaud. Ecorama du 16 mai 2025, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

【節目】這次來觀察DM剩下的部分與指數說明書。S&P500指數相信很多朋友都很熟悉，很適合投資美股大型股。但是如果有被動指數化投資潔癖者要注意，其中有委員會篩選的情況存在。009806有收益分配機制，對於想投資大型股又有收益分配需求者就很適合。 大綱 1.009806與S&P 500的指數來源與設計背景 2.S&P 500的選股標準與委員會運作方式 3.市值、流動性、財報體質與產業多元性要求 4.指數的成分維護與調整週期 5.自由流通市值加權法的意義 6.總回報與價格回報的差異解析 7.主觀篩選與純量化指數的投資差異 8.對指數化投資者的啟示與選擇建議 9.009806作為配息型S&P500 ETF的角色定位 10.替代方案與更純粹被動選股指數建議 關鍵字 #009806 #S&P500 #指數化投資 #主觀選股 #市值加權 #配息型ETF #VOO #SPY #IVV #VTI #自由流通市值 #總回報 #價格回報 #產業分散 #指數說明書 第544集，2025/05/08錄製 #AwesomeMoney #威利研究室 用研究改變你的財商視野 節目連結： YouTube 搜尋: 威利財經角 Podcast 搜尋: Awesome_Money 收看頻道會員節目: https://cutt.ly/HeRTJFB2 加入頻道會員: https://cutt.ly/zwTJf5e0 訂閱方格子 (文稿、程式範例): https://vocus.cc/willy03/home 威利投資生活事 Line 社群: https://forms.gle/CabjyDhux35utmyU9 免費電子報訂閱: https://cutt.ly/lwOV4s2Q 使用電子報原因: https://cutt.ly/kwOV4U8H 收聽|看文章|互動社群|目錄: https://cutt.ly/AwesomeMoney －－－－以下訊息由 SoundOn 動態廣告贊助商提供－－－－ 早餐是補充蛋白質的黃金期，吃錯食物小心可能吃進精緻澱粉、加工品、油脂、熱量…等隱形負擔早餐補充蛋白質，首選統一陽光，嚴選非基改黃豆、植物性大豆蛋白、零膽固醇，營養少負擔！ https://sofm.pse.is/7l4dxa -- ✨宏匯廣場 歡慶璀璨女王節✨

Deze week werd gedomineerd door Coinbase. De Amerikaanse exchange maakte namelijk bekend dat ze opgenomen worden in de S&P500. Daarnaast namen ze de Nederlandse derivatenbeurs Deribit over voor $2,9 miljard. Maar hoe komt het eigenlijk dat ze zelf zo weinig bitcoin bezitten? Daarnaast geven we je een update over de op_return discussie en een nieuwe bitcoin mining pool. We denken ook na over de vraag hoe je kan profiteren van stablecoins. Veel luisterplezier!Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Amdax, Watson Law, HVK Stevens en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:06:30) Huishoudelijke mededelingen(00:12:00) Hoe profiteer ik van stablecoins?(00:27:50) Bookmark van Bert: Coinbase komt in de S&P-500(01:07:45) Bookmark van Bart: OP_RETURN update(01:14:00) Bookmark van Bart: Parasite Pool(01:15:00) Bookmark van Bert: US regulator OCC confirms regulated banks can custody Bitcoin(01:17:00) Bookmark van Bert: Alex Mashinsky 12 jaar de bak in voor fraude(01:24:00) Marktupdate(01:54:00) EindeBookmarksBert:Coinbase komt in de S&P-500Bitwise voorspelde ditNiet op plek 500 maar 157Crypto in everyone's 401k + COIN50Lijst van S&P500-waardige bedrijven die er niet in zittenUS regulator OCC confirms regulated banks can custody BitcoinAlex Mashinsky 12 jaar de bak in voor fraudeCoinbase neemt Deribit voor $2.9 miljard overGrootste crypto-overname ooitRobinhood neemt WonderFi overBart:We just created the largest OP_RETURN in Bitcoin history

We've had a strong start to the week with the S&P500 and the Dow up more than 4% and 1% respectively, and the Nasdaq advancing more than 6% with investors embracing AI and mega caps. Overnight the major benchmarks closed mixed, the Dow 0.2% in the red, while the S&P500 up 0.1% and the Nasdaq up 0.7%. And the 10 year Government bond yield hit a 3 month high in the last session.European markets were all lower with the STOXX600 down 0.24%. Locally yesterday, the ASX200 closed in the green with energy and information technology leading market gains.What to watch today:Australian shares are expected to end a 6- day winning streak today, ahead of jobs data. The SPI futures are suggesting the market will drop 0.43% at the drop this morning.In economic data today, the unemployment rate for April will be released as well as consumer inflation expectations for May.In commodities, Cruide oil is 1.7% lower at US$62.59 per barrel, ending a four-day rally as traders likely took profits amid a surprise rise in US crude inventories and renewed demand concerns. The price of gold is down more than 2% at US$3,181.98 an ounce, as easing trade tensions between the US and China continued to weigh on its safe-haven appeal.And iron ore is up 1.25% at US$100.75 per tonne.Trading Ideas:Bell Potter have downgraded athlete tracking solutions company Catapult Group (ASX:CAT) from a Buy to a Hold and have increased their price target from $4.00 to $4.40. Trading Central have identified a bullish signal in Sevcorp (ASX:SRV) indicating that the stock price may rise from the close of $5.26 to the range of $5.52 to $5.58 over 28 days according to the standard principles of technical analysis.

Fechamento de mercado – InvesTalk, o seu resumo diário sobre o mercado financeiro. Neste podcast, trazemos as principais informações do dia, o fechamento das principais bolsas de valores e índices globais como o Ibovespa da B3 e o S&P500 de Nova Iorque, além da cotação de fechamento do dólar e as oscilações das principais criptomoedas como o Bitcoin e Ethereum.A cada episódio, comentamos os principais acontecimentos que influenciaram o mercado, oferecendo insights sobre as tendências que moldam o cenário econômico. Seja você um investidor experiente ou um entusiasta curioso sobre a dinâmica do mercado, 'Fechamento de Mercado' é sua fonte confiável para não apenas ouvir, mas entender o que dizem os números do mercado financeiro. Leia mais no InvesTalk: https://investalk.bb.com.br/ Para investir com comodidade e segurança baixe o App Investimentos BB: https://www.bb.com.br/site/investimentos/app-investimentos/* Este podcast foi produzido pelo Banco do Brasil. As informações e opiniões aqui contidas foram consolidadas ou elaboradas com base em informações obtidas de fontes, em princípio, fidedignas e de boa-fé. Entretanto, BB não declara nem garante, expressa ou tacitamente, que essas informações sejam imparciais, precisas, completas ou corretas. Todas as recomendações e estimativas apresentadas derivam do julgamento de nossos analistas e podem ser alteradas a qualquer momento sem aviso prévio, em função de mudanças que possam afetar as projeções de mercado. Este material tem por finalidade apenas informar e servir como instrumento que auxilie a tomada de decisão de investimento. Não é e não deve ser interpretado como uma oferta ou solicitação de oferta para comprar ou vender quaisquer títulos e valores mobiliários ou outros instrumentos financeiros. É vedada a reprodução, distribuição ou publicação deste material, integral ou parcialmente, para qualquer finalidade, sem prévia autorização.

US equities finished mixed in Wednesday trading, with the Dow Jones closing down 21bps, and the S&P500 and Nasdaq finishing up 10bps and 72bps respectively. Fairly directionless trading in today's session, with nothing particularly incremental on trade, though the White House hinted another deal could be announced when Trump returns from his overseas trip, while media reports said Japan, South Korea deals are close. Fed's Jefferson noted tariffs could slow growth and boost inflation but the Fed is well-positioned in that event.

Following Sunday night's 90-day agreement on tariffs between the US and China, the S&P500 sailed back above its pre-Liberation Day levels. All is right with the world. Sentiment seems weaker than data, so one will correct. After Liberation Day JPMorgan called for a 2H25 recession. Following the tariff news they dropped that forecast. Fed Funds […]

Fechamento de mercado – InvesTalk, o seu resumo diário sobre o mercado financeiro. Neste podcast, trazemos as principais informações do dia, o fechamento das principais bolsas de valores e índices globais como o Ibovespa da B3 e o S&P500 de Nova Iorque, além da cotação de fechamento do dólar e as oscilações das principais criptomoedas como o Bitcoin e Ethereum.A cada episódio, comentamos os principais acontecimentos que influenciaram o mercado, oferecendo insights sobre as tendências que moldam o cenário econômico. Seja você um investidor experiente ou um entusiasta curioso sobre a dinâmica do mercado, 'Fechamento de Mercado' é sua fonte confiável para não apenas ouvir, mas entender o que dizem os números do mercado financeiro. Leia mais no InvesTalk: https://investalk.bb.com.br/ Para investir com comodidade e segurança baixe o App Investimentos BB: https://www.bb.com.br/site/investimentos/app-investimentos/* Este podcast foi produzido pelo Banco do Brasil. As informações e opiniões aqui contidas foram consolidadas ou elaboradas com base em informações obtidas de fontes, em princípio, fidedignas e de boa-fé. Entretanto, BB não declara nem garante, expressa ou tacitamente, que essas informações sejam imparciais, precisas, completas ou corretas. Todas as recomendações e estimativas apresentadas derivam do julgamento de nossos analistas e podem ser alteradas a qualquer momento sem aviso prévio, em função de mudanças que possam afetar as projeções de mercado. Este material tem por finalidade apenas informar e servir como instrumento que auxilie a tomada de decisão de investimento. Não é e não deve ser interpretado como uma oferta ou solicitação de oferta para comprar ou vender quaisquer títulos e valores mobiliários ou outros instrumentos financeiros. É vedada a reprodução, distribuição ou publicação deste material, integral ou parcialmente, para qualquer finalidade, sem prévia autorização.

Crypto News: Coinbase just became the first and only crypto company to join the S&P 500. YC Mayor Eric Adams says his goal is to make "New York City the crypto capital of the globe." SEC crypto roundtable tokenization today.Show Sponsor -

幻冬舎の暗号資産（仮想通貨）/ブロックチェーンなどweb3領域の専門メディア「あたらしい経済 www.neweconomy.jp/ 」がおくる、Podcast番組です。 ーーーーー 【番組スポンサー】 この番組は、モジュール型のイーサリアムL2チェーンを提供する次世代金融インフラ「Mantle」の提供でお届けします。 【Mantle】 Mantleは、モジュール型のイーサリアムL2チェーンを提供する次世代金融インフラ。Mantle Networkには、DeFi・ゲーム・NFTなど多数のDAppsが展開中。28億ドルを超えるDAOのトレジャリーが、Mantle NetworkやmETH Protocolをはじめ、多数のパートナーを支援しています。信頼、透明性、そして革新を携えたMantleと共に、次世代の経済に参加しませんか？ Web3/DeFiの未来を、Mantleと共に。 ーーーーー 【Mantle 関連リンク】 Website: https://www.mantle.xyz/ja Discord : https://discord.com/invite/0xmantle Twitter:https://x.com/0xmantlejp Medium :https://medium.com/0xmantle-jp TG: https://t.me/mantlenetwork/69759 Email: marketing@mantle.xyz ーーーーー 【紹介したニュース】 ・米コインベース株「COIN」が「S＆P500」入り、暗号資産主要の企業で初採用 ・米SECアトキンス委員長、暗号資産政策の抜本改革へ ・Phantomウォレット、「スイ（SUI）」の正式対応を開始 ・ストラテジーが13.4億ドルでビットコイン追加購入、総保有量568,840BTCに ・トランプ一族が支援するHut8子会社American Bitcoin、Gryphonとの合併でナスダック上場へ ・NTT Digital、「NERO Chain」のバリデーター参画へ ・スターツ、福祉貢献型建物で不動産ST発行。みずほ証券・セキュリタイズと協働で ・Doodles、ソラナ上で独自トークン「DOOD」ローンチ ・ブラジル・ベロオリゾンテ市、「ビットコインの首都」宣言の法案可決＝報道 【あたらしい経済関連リンク】 ニュースの詳細や、アーカイブやその他の記事はこちらから https://www.neweconomy.jp/

Wall St closed mostly higher again on Tuesday as soft inflation data and progress on the trade talk front continue to boost investor sentiment. The S&P500 rose 0.72%, the Nasdaq gained 1.61% and the Dow Jones fell 0.64% as United Health declined 17% to pressure the benchmark index. US CPI data for April came in at an increase of 2.3% on an annual basis which was lower than economists' were expecting and indicate the US inflation journey remains under control despite fears of tariffs boosting CPI.In Europe overnight, markets in the region closed slightly higher as uncertainty over global trade outlook remains positive amid China and the US agreeing to a temporary deal. The STOXX 600 rose 0.07%, Germany's DAX added 0.23% to close at another fresh record high, the French CAC gained 0.3%, and, in the UK, the FTSE 100 ended the day flat.Across the Asia region on Tuesday, markets closed mixed as investor outlook beyond the 90-day US China tariff deal remains uncertain. Hong Kong's Hang Seng fell 1.87%, China's CSI index rose 0.15%, India's Nifty 50 fell 1.27% and Japan's Nikkei ended the day down 1.43%.The local market hit an 11-week high yesterday, ending Tuesday's session up 0.43%, taking lead from the global market rally on Monday as investors welcomed the latest deal tariff between China and the US.With the outlook for lower tariffs on imports into the US from China and vice versa, investors regained appetite for risk and growth stocks, while investors sold out of safe-haven assets like the banks and gold.Mining giants recovered yesterday with the rising price of oil and iron ore fuelling investor appetite for BHP (ASX:BHP), Woodside (ASX:WDS), Rio (ASX:RIO) and Santos (ASX:STO).Location tracking tech giant Life 360 (ASX:360) soared over 10% yesterday after releasing record Q1 results including a 33% increase in total subscription revenue to US$81.9m, a 32% increase in total revenue to US$103.6m and positive operating cash flow of US$12.1m, up 13% YoY, and the company ended the quarter with cash, cash equivalents and restricted cash of US$170.4m. What to watch todayOn the commodities front this morning oil is trading 2.76% higher at US$63.66/barrel, gold is up 0.41% at US$3249/ounce and iron ore is up 1.22% at US$99.75/tonne.The Aussie dollar has strengthened against the greenback overnight to buy 64.76 US cents, 95.50 Japanese Yen, 48.69 British Pence and 1 New Zealand dollar and 9 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.22%. Before the bell this morning CBA (ASX:CBA) released its Q3 trading update including cash profit for the quarter of $2.6bn which is flat on 1H25 quarterly average and up 6% on the PCP, while operating income rose 1% and operating expenses also rose 1%. Net interest income for the big bank rose 1% while the net interest margin was stable.Trading ideas:Bell Potter has increased the 12-month price target on JB Hi-Fi (ASX:JBH) following the release of the company's Q3 trading update including sales up 6% on the PCP, while outlook for Q4 remains strong and the company remains as one of the most productive retailers globally.And Trading Central has identified a bullish signal on AMP (ASX:AMP) following the formation of a pattern over a period of 50-days which is roughly the same amount of time the share price may rise from the close of $1.32 to the range of $1.56 to $1.62 according to standard principles of technical analysis.

Fechamento de mercado – InvesTalk, o seu resumo diário sobre o mercado financeiro. Neste podcast, trazemos as principais informações do dia, o fechamento das principais bolsas de valores e índices globais como o Ibovespa da B3 e o S&P500 de Nova Iorque, além da cotação de fechamento do dólar e as oscilações das principais criptomoedas como o Bitcoin e Ethereum.A cada episódio, comentamos os principais acontecimentos que influenciaram o mercado, oferecendo insights sobre as tendências que moldam o cenário econômico. Seja você um investidor experiente ou um entusiasta curioso sobre a dinâmica do mercado, 'Fechamento de Mercado' é sua fonte confiável para não apenas ouvir, mas entender o que dizem os números do mercado financeiro. Leia mais no InvesTalk: https://investalk.bb.com.br/ Para investir com comodidade e segurança baixe o App Investimentos BB: https://www.bb.com.br/site/investimentos/app-investimentos/* Este podcast foi produzido pelo Banco do Brasil. As informações e opiniões aqui contidas foram consolidadas ou elaboradas com base em informações obtidas de fontes, em princípio, fidedignas e de boa-fé. Entretanto, BB não declara nem garante, expressa ou tacitamente, que essas informações sejam imparciais, precisas, completas ou corretas. Todas as recomendações e estimativas apresentadas derivam do julgamento de nossos analistas e podem ser alteradas a qualquer momento sem aviso prévio, em função de mudanças que possam afetar as projeções de mercado. Este material tem por finalidade apenas informar e servir como instrumento que auxilie a tomada de decisão de investimento. Não é e não deve ser interpretado como uma oferta ou solicitação de oferta para comprar ou vender quaisquer títulos e valores mobiliários ou outros instrumentos financeiros. É vedada a reprodução, distribuição ou publicação deste material, integral ou parcialmente, para qualquer finalidade, sem prévia autorização.

"האינטרסנטים", הפודקאסט הכלכלי היומי של TheMarker, יום שני 12 במאי, היום ה-584 למלחמה, בעזה יש עדיין 59 חטופים. באולפן איתן אבריאל. יום עמוס מאוד באירועים מתרחש ברגעים אלה ממש, בזמן שאנחנו יושבים באולפן. החייל החטוף בעל האזרחות האמריקאית, עידן אלכסנדר, אמור להיות משוחרר ברגעים אלה לאחר 584 ימים בשבי החמאס, במה שמתואר כ"מחווה לנשיא ארצות הברית דונלד טראמפ". לצד השמחה הגדולה של שחרור חייל, יש כאן בושה עצומה לממשלת ישראל שלא מסוגלת וכנראה לא רוצה לשחרר חטופים בעצמה, וגם שאלות על מה חמאס מצפה בכל זאת לקבל בתמורה מארצות הברית: למשל סיוע הומניטרי או סיום המלחמה. במקביל, בכלכלה, אותו טראמפ ממשיך לסובב לעולם את הראש, הפעם עם הפחתת המכסים על סין ל-30% לכ-5 חודשים, החלטה שמקפיצה את החוזים על המסחר בוול סטריט, שצפויה להיפתח בעליות חדות מאוד של בין 3% ל-4% אחוזים, ובכך להשלים את קיזוז כמעט כל הירידות שמדד ה-S&P500 רשם השנה. באותה נשימה גם הדולר מאוד מתחזק מול היורו, כך שהיורו יורד בדקות אלה באחוז וחצי מול השקל. כאילו שזה לא מספיק, ועבור הציבור האמריקאי זה אולי הדבר הכי חשוב, טרמאפ גם הכריז על תוכנית להפחתת מחירי התרופות באמריקה בין 30% ל-80% - וההודעה הזו גורמת לירידה חדה במחיר מניות חברת טבע, שמוכרת הרבה תרופות בארצות הברית. אנחנו נתחיל בשיחה על טבע עם סבינה לוי, מנהלת מחלקת המחקר בלידר ניירות ערך.עוד חברה שגורלה לוט בערפל בעקבות המכסים של טראמפ ובעקבות הליכים משפטיים נגדה היא יצרנית הטלפונים הסלולריים אפל. פסיקה חדשה ברצות הברית מנתקת את האחיזה שלה באפ-סטור, חנות האפליקציות – ולכאורה זו התפתחות שעשויה להקפיץ את ההכנסות של מפתחי האפליקציות. מי ירוויח, מי פחות ומי יפסיד? אנחנו נדבר עם עורך תחום ההיי-טק שלנו, שגיא כהן. ומה עם המעאכר-פוליטיקאי-פרשן, יעקב ברדוגו? האם הוא ייצא נקי מהפרשה בה שלושה שרים האשימו אותו בסחיטה באיומים, אבל באותה נשימה הם החליטו שלא להתלונן או להעיד במשטרה כחלק מקוד שמירת הסודיות של מה שנראה כמו ארגון הפשע בראשות ה"דון", בנימין נתניהו? עכשיו אנחנו מגיעים לשלב החוקתי-משפטי, שבו נדבר עם הפרשן המשפטי שלנו, ד"ר עידו באום, על איך מדינה ומוסדותיה אמורים להתמודד עם ארגונים פוליטיים שעוברים עבירות – אבל כאשר מגיעה המשטרה כולם מיד שותקים.See omnystudio.com/listener for privacy information.

In this episode I dive into what I bought in my Stocks and Shares ISA in May. The stocks, funds and also a deep dive into my I've sold most of my S&P500 holding!Join the waitlist for Stock Market School

Mercoledì 21 MAGGIO alle 21 partecipa all'evento formativo gratuito L'INVESTITORE NELLA TEMPESTA, per capire come investire con lucidità anche nei momenti più turbolenti!Iscriviti ora su https://www.pianofinanziario.it/tempesta

Fechamento de mercado – InvesTalk, o seu resumo diário sobre o mercado financeiro. Neste podcast, trazemos as principais informações do dia, o fechamento das principais bolsas de valores e índices globais como o Ibovespa da B3 e o S&P500 de Nova Iorque, além da cotação de fechamento do dólar e as oscilações das principais criptomoedas como o Bitcoin e Ethereum.A cada episódio, comentamos os principais acontecimentos que influenciaram o mercado, oferecendo insights sobre as tendências que moldam o cenário econômico. Seja você um investidor experiente ou um entusiasta curioso sobre a dinâmica do mercado, 'Fechamento de Mercado' é sua fonte confiável para não apenas ouvir, mas entender o que dizem os números do mercado financeiro. Leia mais no InvesTalk: https://investalk.bb.com.br/ Para investir com comodidade e segurança baixe o App Investimentos BB: https://www.bb.com.br/site/investimentos/app-investimentos/* Este podcast foi produzido pelo Banco do Brasil. As informações e opiniões aqui contidas foram consolidadas ou elaboradas com base em informações obtidas de fontes, em princípio, fidedignas e de boa-fé. Entretanto, BB não declara nem garante, expressa ou tacitamente, que essas informações sejam imparciais, precisas, completas ou corretas. Todas as recomendações e estimativas apresentadas derivam do julgamento de nossos analistas e podem ser alteradas a qualquer momento sem aviso prévio, em função de mudanças que possam afetar as projeções de mercado. Este material tem por finalidade apenas informar e servir como instrumento que auxilie a tomada de decisão de investimento. Não é e não deve ser interpretado como uma oferta ou solicitação de oferta para comprar ou vender quaisquer títulos e valores mobiliários ou outros instrumentos financeiros. É vedada a reprodução, distribuição ou publicação deste material, integral ou parcialmente, para qualquer finalidade, sem prévia autorização.

Wall Street started the new trading week significantly higher as investors welcomed the temporary progress in trade talks between China and the US. The Dow Jones rose 2.81%, the S&P500 climbed 3.26% and the tech-heavy Nasdaq ended the day up 4.35%. Shares in companies that rely on production and supply chain elements from China like Tesla, Apple and Nvidia had investors buying in on Monday with each rising over 5%.The latest update from the China and US trade talks is that both nations have agreed to cut their respective tariffs on one another for 90-days, with tariffs on Chinese imported goods into the US to be 30% and tariffs on US good into China to be 10% for the period.In Europe overnight, markets also closed higher in the region as global investors welcomed progress on the global trade front. The STOXX 600 rose 1.1%, Germany's DAX climbed 0.2% to another fresh record high, the French CAC added 1.4% and, in the UK, the FTSE100 ended the day up 0.6%.Across the APAC region on Monday, markets rallied after the US and China temporary trade deal was unveiled. Hong Kong's Hang Seng rose 2.98%, China's CSI index climbed 1.16%, India's Nifty 50 gained 3.5%, and Japan's Nikkei ended the day up 0.38%.Locally to start the week, the ASX200 posted a 0.03% rise to start the new trading week as weakness among pharmaceutical stocks weighed on strong gains for the big miners amid progress in talks between China and the US.Trump's latest pharmaceutical tariff announcement hit locally listed healthcare providers hard this week with Botanix, Neuren, Telix and Clarity all dropping over 5% on Monday. Trump's latest move in the healthcare space is that he wants to cut the price of prescription drugs which will in-turn hurt the margins made by any pharmaceutical producer selling their treatments in the US.As progress talks between the US and China continue to make headway, safe-haven stocks were on the chopping block yesterday as market uncertainty begins to ease. Gold stocks retreated with Evolution Mining, Northern Star Resources and Genesis Minerals each fell over 3%.What to watch today:On the commodities front this morning oil is trading 1.61% higher at US$62/barrel, gold is down 2.65% at US$3236/ounce and iron ore is up 1.22% at US$99.75/tonne.The Aussie dollar has weakened against the greenback overnight to buy 63.70 US cents, 94.53 Japanese Yen, 48.57 British Pence and 1 New Zealand dollar and 9 cents.Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 1.17% tracking global market strength overnight. Trading Ideas:Bell Potter has raised the 12-month price target on REA Group (ASX:REA) from $264 to $267 and maintain a buy rating on the leading online real estate platform following the release of the company's Q3 update including double-digit revenue growth, and strong yield growth which is set to continue amid the rate cut outlook.Trading Central has identified a bearish signal on Technology One (ASX:TNE) following the formation of a pattern over a period of 25-days which is roughly the same amount of time the share price may fall from the close of $31.62 to the range of $23.25 to $24.75 according to standard principles of technical analysis. 

Wall St had a negative end to the week last week as investors awaited clarity on US-China trade talks and the Fed held the US cash rate steady amid outlook for tariff implications sparking an inflationary rebound in the world's largest economy. The Dow Jones fell 0.3%, the S&P500 lost 0.07% and the tech-heavy Nasdaq ended the day flat.This morning, Trump has declared great progress after high-level trade talks began with China over the weekend, with the US president claiming the meeting as a ‘total reset' in the trade war which positions the markets for a strong start to the new trading week.In Europe on Friday, markets closed higher as investors hold high hopes of a positive outcome from the US and China's trade negotiations. The STOXX 600 rose 0.44%, Germany's DAX closed at a record high up 0.63%, the French CAC rose 0.64% and, in the UK, the FTSE 100 ended the day up 0.3%.Across the Asia region on Friday, markets closed mixed as investors digested the latest economic data out of China and awaited key trade talks between the US and China over the weekend. Japan's Nikkei rose 1.56% on Friday, China's CSI index fell 0.17%, Hong Kong's Hang Seng climbed 0.4% and South Korea's Kospi index ended the day up 0.09%.Locally to end the week, the ASX 200 ended the week with a positive session on Friday as the key index rose 0.48% boosted by a strong tech and financial rally, but for the week the ASX 200 posted a slight decline of 0.08%. Healthcare stocks took the biggest hit over the last 5-trading days as investors fled the sector over concerns of Trump's pharmaceuticals tariffs set to be rolled out over the coming weeks.Liontown Resources soared 195 on Friday after the lithium producer released 2-key trading updates this week that were well received by investors, despite the spot price of lithium carbonate sinking to a four-year low this week.And Chrysos Corporation soared almost 18% on Friday after signing an agreement with gold production giant Newmont Corporation that will see Chrysos' PhotonAssay technology used for Newmont's gold mining projects.What to watch today:On the commodities front this morning, oil is trading 0.67% higher at US$61.43/barrel, gold is down 1.3% at US$3282/ounce and iron ore is up 0.33% at US$98.55/tonne.The Aussie dollar has strengthened against the greenback to buy 64.29 US cents, 93.79 Japanese Yen, 48.57 British Pence and 1 New Zealand dollar and 9 cents.Ahead of the first trading session of the new week, the SPI futures are anticipating the ASX will open the day up 0.19% amid positive sentiment from progress on the global trade war front.Trading Ideas:Bell Potter has increased the rating on Catalyst Metals from a hold to a buy and have raised the 12-month price target on the gold producer following the acquisition of the Old Highway gold project for $32.5m cash from Sandfire Resources. With 2.1 million tonnes at 3g/t containing 206koz gold, and a higher-grade underground component, the project adds significant upside to Catalysts' portfolio and value.Trading Central has identified a bullish signal on Super Retail Group following the formation of a pattern over a period of 45-days which is roughly the same amount of time the share price may rise from the close of $14.14 to the range of $15.10 to $15.40 according to standard principles of technical analysis.

We asked Ben Ashby, CIO of Henderson Rowe:What next for the S&P500?What is the Eurodollars market and why does it matter?Is Trump trying to accelerate a long term rebalancing of the global economy?Where could systemic risk emerge?What countries are vulnerable in a new era for foreign policy?

US equities were higher in very choppy Wednesday trading, a bit off session highs, with the Dow Jones, S&P500, and Nasdaq closing up 70bps, 43bps, and 27bps respectively. FOMC takeaways were mixed, noting the bank is attentive to fears on both sides of its dual mandate though market still pricing in a slightly more dovish Fed outlook. Trump administration is planning to rescind chip curbs and will not enforce Biden-era AI diffusion rule. Bloomberg reported about Apple exploring AI search for its browser causing shares of Alphabet to slump.

Highlights: • Two experts debate S&P500's next move using Elliott Wave analysis • 5800 level identified as critical resistance zone for stocks • Traders discuss major Fed impact on upcoming market direction • Options positioning shows massive market bets at key strike price • Volatility signals suggest caution despite recent market rally • Panel highlights specific stocks showing technical breakout potential • ChatGPT used as tool to generate trade ideas fast • Crude oil plunge offers potential value trade opportunity • Small-cap and semiconductor trends signal broader market shifts • Quantum computing stocks flagged for speculative trade setups TimingResearch.com Crowd Forecast News Episode #475, recorded at 7PM ET on May 5th, 2025. The full video and show notes available here: https://timingresearch.com/blog/2025/crowd-forecast-news-episode-475/ Lineup for this Episode: • Dean Jenkins of FollowMeTrades.com • Michael Filighera of LogicalSignals.com • The Option Professor of OptionProfessor.com Bonus... [AD] eBook: 15 Ways to Stay Ahead in Choppy, Headline-Driven Markets https://timingresearch.com/CEB7timingr [AD] NEW! Cutting-Edge Hybrid Trading Platform 14-Day Free Trial https://timingresearch.com/tickblaze [AD] Seasonax: Find High Probability Seasonal Trades https://timingresearch.com/seasonax Terms and Policies: https://timingresearch.com/policies/

Se jubila el mejor inversor de la historia: Warren Buffett. ¿Qué podemos aprender de él? ¿Qué ha aportado de valor a la sociedad?

On Friday the market achieved a welcome milestone in that the S&P500 rose above its pre-Liberation Day level. The unemployment report suggested that we're not yet falling into a recession. Signs that trade negotiations with China may start was encouraging. Midstream earnings have been coming in with little discernible impact from the tariff trauma. Worth […]

Josh covers the S&P500's best run since March 2022, Trump taking aim back at Powell, big data points for the day ahead, a look back at Tuesday's key earnings and what to watch from Meta's earnings ahead today.

In today's episode of The Daily Voice, Josh covers the late rally on Wall Street, signs that volatility is easing, and the ongoing uncertainty around US-China tariffs. Plus, Josh previews a huge day for corporate earnings with big names like Coca-Cola, Spotify, and Visa set to report — and shares why Spotify's price hikes could be a major catalyst for the stock moving forward.

In today's episode of The Daily Voice, Josh prepares you for a huge market week ahead, which includes four of the Magnificent Seven reporting earnings, US PCE data and Non Farm Payrolls. He also looks back at the week that was with Tesla and Alphabet both jumping after earnings helping to lift the S&P500 to its second best gain of 2025.

Nossos sócios Gabriel Abelheira, Tomás Goulart e Sarah Campos debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠ ⁠ No cenário internacional, ocorreu a reunião de primavera do FMI, na qual diversos banqueiros centrais se reúnem para debater o cenário econômico. O Banco Central Europeu reforçou a preocupação com o crescimento, visando o choque global das tarifas, mas sem se comprometer com o próximo movimento de juros; e o Fed reforçou a mensagem mais cautelosa que vem trazendo, diante da ausência de clareza sobre o cenário. Ainda, houve rumores sobre uma possível intenção do Trump demitir o presidente da entidade, Jerome Powell, posteriormente negados por ele. A semana também foi marcada por sinais conflitantes entre EUA e China a respeito das negociações comerciais. ⁠ No Brasil, foi divulgado o IPCA-15: o número veio praticamente em linha com a expectativa, e mostrando redução da pressão observada entre o final de 2024 e o início de 2025 sobre os serviços subjacentes. Além disso, também no encontro do FMI, diferentes diretores do BCB discursaram, sinalizando acreditarem que já haviam se antecipado nas elevações de juros, e que o contexto atual nos aproxima do encerramento do ciclo. ⁠ Nos EUA, os juros fecharam (vértice de 30 anos -10 bps), e as bolsas tiveram ótimo desempenho – S&P500 +4,59%, Nasdaq +6,43% e Russell2000 +4,09%. No Brasil, os juros também fecharam (jan/31 -38 bps), o Ibovespa subiu 3,93% e o real valorizou 2,18%. ⁠ ⁠⁠⁠⁠⁠Na próxima semana será importante acompanhar os dados de mercado de trabalho no Brasil e nos EUA; além de dados de atividade nos EUA (ISM de manufaturas e PIB do 1º trimestre) e na Europa (PIB do 1º trimestre). ⁠ ⁠Não deixe de conferir!⁠

US equities were higher in Wednesday trading, though ended off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 107bps, 167bps, and 250bps respectively. Global risk assets were boosted by comments from President Trump on Powell, China tariffs. April flash composite PMI was a bit weaker than consensus. March new home sales printed well above consensus. Fed's Beige Book said activity little changed since the previous report, but uncertainty around trade policy is pervasive.

Welcome back to the Stock Market Options Trading Podcast! I'm your host, Eric O'Rourke, and in this episode I break down the latest market action, key technical levels, and how I'm trading SPX options during this volatile stretch.

Friday, April 4, 2025, the S&P500 lost -6%. On Wednesday, April 9, 2025, the S&P gained +9.5%. Missing Wednesday's gain is equivalent to missing nearly 1.5 years of equity returns. Then on Thursday, April 10, 2025, the DJIA lost -2.5%, the S&P500 lost -3.0+%, the NASDAQ lost -4.0+%. These declines underlie how much uncertainty still remains. Good luck timing the market. The most important thing investors can do during times of market volatility is to revisit their plan with a qualified professional: Estate Management Counselors can provide the professional counsel and guidance investors need. You don't need multiple millions of dollars to benefit from working with us. You are the only one responsible for your portfolio: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Friday, April 4, 2025, the S&P500 lost -6%. On Wednesday, April 9, 2025, the S&P gained +9.5%. Missing Wednesday's gain is equivalent to missing nearly 1.5 years of equity returns. Then on Thursday, April 10, 2025, the DJIA lost -2.5%, the S&P500 lost -3.0+%, the NASDAQ lost -4.0+%. These declines underlie how much uncertainty still remains. Good luck timing the market. The most important thing investors can do during times of market volatility is to revisit their plan with a qualified professional: Estate Management Counselors can provide the professional counsel and guidance investors need. You don't need multiple millions of dollars to benefit from working with us. You are the only one responsible for your portfolio: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2025!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

US equities finished mostly lower in Tuesday trading, ending off some modest earlier gains, with the Dow Jones, S&P500, and Nasdaq closing down 38bps, 17bps, and 5bps respectively. US-European Union talks have made little progress. White House also formally launched national security probes into pharmaceuticals and semis. April's Empire State Index came in better, but expectations index hit second lowest level on record. March import prices were down, and export prices were flat.

In this episode, Eric recaps last week's wild ride in the S&P 500, driven by tariff headlines, a surprise 90-day pause, and a sharp oversold rally. He covers key economic data—including CPI, PPI, and sentiment numbers—and why they paint a mixed inflation picture. Eric also shares the latest SPX levels he's watching, how he's positioning with an iron condor, and what Alpha Crunching's updated weekly forecast reveals about the current choppy trend. This is still a headline-driven market, and patience remains key.Want to connect? Find me on X:Eric O'Rourke: https://twitter.com/OptionAssassinAfter that, join other listeners at https://StockMarketOptionsTrading.net and join the community for free right now where there are daily posts with clues to the where the market may be headed next. Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice.

Episode 228Phase 45 of the recessionWhat does this mean for us W2s?Where does the bleeding stop for S&P500?Rigo - 4500Tony - 5100Car Show - 3000Steve Camarillo - 4100Carlos's trip to MexicoMeasels Outbreak in TexasSwaggy arrestedDodgers go to the White HouseVal KilmerDo we have a final date at birth?Carlos gets hit on at the storeCarlos meets a journalist on the way homeCookie or Nookie?Rigo goes to the bakeryExtending last call to 4amI said Montana BabyA restaurant called you'll get it when you get itWe're sponsored by Rhino

In this week's episode the Powell men share their thoughts on the crumbling #USeconomy and the freefall of the #stockmarket ( #DowJones , #Nasdaq , #S&P500 etc) following #Trumptariff . The #Tangerine todder is actively destroying the country. Their were mass #Handsoff protests on #April5 . We won't know if there was any effects. There needs to be massive non-stop #civilunrest . We listened to a great audio clip by content creator #Ashleytheebaroness . Ashley explains why #America is willing to destroy itself because of it's fundamental racism. #swaggyE , #EricAdams had all of his charges dropped. Lastly the #NCAAwomensbasketballchampionship featuring #DawnStaley and the #SouthCarolinaGamecocks  vs the #UConnHuskies of 11 time winner #GenoAuriemma

In this episode, Eric discusses the sharp market selloff following the surprise "Liberation Day" announcement, ongoing tariff drama, and how global markets are reacting. He breaks down key SPX levels to watch (4900, 5000, 5100), headline-driven price action, and what the Fed's emergency closed-door meeting might mean for traders. Eric also revisits a simple bear market hedge from a previous episode, explains why he's currently sitting in cash, and shares what he's watching for potential long-term buys. It's a fast-moving week—stay nimble and patient.Want to connect? Find me on X:Eric O'Rourke: https://twitter.com/OptionAssassinAfter that, join other listeners at https://StockMarketOptionsTrading.net and join the community for free right now where there are daily posts with clues to the where the market may be headed next. Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice.

US equities were mostly lower following a very volatile Monday afternoon session, though stocks finished well off their worst levels, with the Dow Jones and S&P500 closing down 91bps and 23bps, while the Nasdaq finished up 10bps. White House officials continue to offer mixed messaging on trade. A bit of Fedspeak from Governor Kugler, who said coming tariffs will be consequential and the Fed is already seeing some signs of higher prices. Apple will reportedly send more iPhones to the US from India to avoid steeper China tariffs.

US equities finished higher in Wednesday trading, though off best levels, with the Dow Jones +0.56%, the S&P500 +0.67%, and the Nasdaq +0.87%. The session was largely a waiting game ahead of the Trump tariff announcement after the bell. This morning's upside surprise in ADP private payrolls fits with hard vs soft data outperformance trend. Macro the big area of focus heading into the end of the week with non-farm payrolls on Friday and Powell comments following new details on tariffs and March employment.

In this episode of the Stock Market Options Trading podcast, Eric welcomes back guest Brian Terry to discuss navigating the current choppy and volatile market. They cover the recent 10% correction in the S&P 500, key economic events for the week (including reciprocal tariffs and Powell's upcoming comments), and how market levels like the 200-day moving average are influencing trading sentiment.Brian shares how he's using in-the-money covered calls to generate income with downside protection, even during pullbacks. They dive into sector rotation—highlighting strong performers like gold (GLD), utilities, and dividend stocks—and explain the mechanics behind selecting trades with favorable risk/reward profiles. Eric also reflects on the challenges of backtesting bearish strategies and why sometimes sitting in cash is the best trade.It's a great discussion on trading defensively, adapting strategies to market conditions, and staying consistent during uncertain times.Want to connect? Find me on X:Eric O'Rourke: https://twitter.com/OptionAssassinAfter that, join other listeners at https://StockMarketOptionsTrading.net and join the community for free right now where there are daily posts with clues to the where the market may be headed next. Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice.

Giorgio Semenzato y Kevin Koh Maier, CEO y Director de inversiones de Finizens respectivamente, presentan su nueva cartera temática. Finizens está cumpliendo el calendario que se propuso y que ya comentó en primicia en Tu Dinero Nunca Duerme: una estrategia de fondos temáticos que, si bien no suponen la principal apuesta para la compañía, sí ofrecen una alternativa basada en la ultradiversificación dentro de cada disciplina. Así, hace un mes Finizens presentó su fondo USA +, siendo una alternativa al tradicional S&P 500, o al S&P500 equiponderado, y que busca una exposición al crecimiento de EEUU pero con una composición que logra un mejor desempeño en el binomio rentabilidad-riesgo. Ahora, Giorgio Semenzato y Kevin Koh Maier presentan un nuevo fondo dentro de su estrategia de temáticos, esta vez traen su ultradiversificación a la renta fija. En esta cartera "defensiva", han empleado, de nuevo, fondos Vanguard para su composición logrando unas rentabilidades muy aceptables para la categoría de producto y que ellos mismos sitúan entre sus estrategias monetario y cartera 1. El espíritu de la ultradiversificación, las bajas comisiones y las mejor relación rentabilidad-riesgo, son las que caracterizan a esta nueva cartera, diseñada, bien para los perfiles más defensivos, como para constituir una muy buena alternativa para aquellos inversores que quieran dedicar una parte de su cartera de inversión a este activo.

US equities finished lower in Wednesday trading, though ended a bit off worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 31bps, 112bps, and 204bps respectively. Big area of scrutiny today has been tech weakness, with negative AI headlines, trade, and technicals among the areas of blame. Durable goods orders beat; but core capital goods orders posted a surprise contraction, while core capital goods shipments came in ahead. Fed's Kashkari called for an extended hold. Treasury's auction of $70B in 5-year notes tailed by 0.5bp.

In this episode, Eric recaps the latest market action as the S&P 500 breaks back above the 200-day moving average following a strong Monday rally. He covers key levels from SpotGamma.com, including updated put and call walls, and discusses this week's major economic events like GDP, Core PCE, and Consumer Sentiment. Eric also shares a few SPX trade setups from Alpha Crunching, including a bullish 7-day put credit spread using the Weekly Triumph Rate, and explains how he's navigating recent market volatility by staying mechanical.Use code SPX50 for 50% off your first month at https://www.alphacrunching.com and start trading with confidence. Interested in joining Alpha Traders Club? Click Here for a 7 Day TrialWant to connect? Find me on X:Eric O'Rourke: https://twitter.com/OptionAssassinAfter that, join other listeners at https://StockMarketOptionsTrading.net and join the community for free right now where there are daily posts with clues to the where the market may be headed next. Disclaimer: This podcast is for informational and educational purposes only and should not be considered financial advice.

(Friday 03/14/25)Amy King and Neil Saavedra join Bill for Handel on the News. Chuck Schumer says he won't block Republican funding bill amid Democratic divisions over shutdown strategy. American Airlines plane catches fire after landing in Denver airport. Dow slides and S&P500 closes in correction. After canceling meeting in independent advisers, FDA issues 2025-26 flu vaccine recommendations. Tornado touches down in Pico Rivera, leaving trail of destruction behind.