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El 80% de los mercados en este momento está preguntando si crees que la IA seguirá superando las expectativas o no.
7 ago 2025
Non-US stocks charged into the lead against US stocks earlier this year. Now that leading is fading (as it has repeatedly done in the last 15 years).
Can non-US stocks reassert themselves?
Which way are you betting?
@sentimentrader
Si el gasto de capital en IA sigue creciendo, probablemente el SOFR de diciembre de 2026 no podrá bajar del 3%. Pero si la IA fracasa...
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