Market Flash of January 8, 2025

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Descripción
In this episode: - 2024 concluded with impressive performances for the S&P 500, which gained over +60% in two years. However, leadership remained concentrated, and the equal-weight market showed significant...
mostra más- 2024 concluded with impressive performances for the S&P 500, which gained over +60% in two years. However, leadership remained concentrated, and the equal-weight market showed significant disparity.
- ETFs dominated the landscape, supporting mega-cap stocks in key sectors such as Artificial Intelligence, energy transition, and demographics. Meanwhile, the dollar gained 6% against the euro, and Bitcoin attracted significant volumes, reflecting growing diversification.
- 2025 may bring greater convergence among global markets, but volatility is set to increase. Growth will be moderate, in a context shaped by Trumponomics policies, geopolitical uncertainties, and inflation-related challenges.
Información
Autor | Kairos Partners SGR |
Organización | Kairos Partners SGR |
Página web | - |
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