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Mondays start differently. Paula Bujía and Gustavo Neffa bring you the best investment information in 30 minutes: live markets, news that matters, and direct, clear, and straightforward analysis.
Wall Street continues to rise, but the market is beginning to show an increasingly clear division: artificial intelligence on one side and the rest of the sectors on the other.
Paula Bujía and Gustavo Neffa analyze why Nvidia, Google, and Micron are attracting a lot of attention and what could happen if earnings don't meet expectations.
The scenario also includes a more hawkish Federal Reserve, a flattened yield curve, falling oil prices due to expectations of easing pressure in the Middle East, and a market that appears expensive based on several historical metrics.
In Argentina, the Merval index in dollars is once again in a key zone. Expectations regarding the MSCI index, country risk near 430 points, recovering banks, and oil volatility kick off a week that could be decisive for local assets.
We're sharing the course that Paula Bujía mentioned in the video: “How to Build a Diversified Portfolio,” which will be held on June 24 and 25.
To learn how to invest more wisely and build a portfolio aligned with your goals, sign up here:
eafp.com.ar/p/como-armar-una-cartera-diversificada…
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