ISABELNET

@LeoNelissen Thank you, Leo! 🙏

Funny. I was told the dollar is dying?

@jensrabe_ Danke ! 🙏

Gerade geht ja wieder mal medial der Dollar unter, angeblich auch weil der Iran ja nur noch Schiffe durch die Straße von Hormuz durchlassen will, auf den sich in Yuan bezahltes Öl befindet. Das dies parktisch unmöglich ist wird dabei ebensowenig hinterfragt wie die Tatsache, dass der Dollar gerade deutlich ansteigt und das Geld eben nicht in BRICs Währungen rein- sonder rausfließt. Aber das passt den meisten nicht in ihre Anti USA Agenda. Als Händler habe ich keine politische Agenda sondern orientierte mich am ZDF. Zahlen - Daten - Fakten grafik @ISABELNET_SA

🇺🇸SPX Monday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 500 didn't disappoint, ending the day up 1.01% The model gauges if the market is leaning bullish, bearish or neutral. More details on the website👉 isabelnet.com

📌 Read the Daily Blog on the Website 👉 isabelnet.com/blog/

🇺🇸 Dollar Currency markets are turning defensive, as demand for dollar upside and protection against violent swings gains pace amid Middle East tensions. Few things spook investors like uncertainty, and the greenback remains their safe haven 👉 isabelnet.com/blog/ @markets

🇺🇸 Valuation Goldman Sachs's top-down valuation model points to a 21x forward P/E for the S&P 500 at end-2026, a step down from 22x as oil volatility and macro headwinds cloud the picture 👉 isabelnet.com/?s=valuation h/t @GoldmanSachs $spx #spx #sp500 #stocks #equity

🇺🇸S&P 500 S&P 500 futures and Brent crude oil have moved in tandem lately, but the correlation has softened this week. Are markets breaking away from oil prices? Maybe investors are focusing more on rates and earnings than commodities now 👉isabelnet.com/?s=S%26P+500 @DeutscheBank

🇺🇸 S&P 500 Bulls are slipping out the side door again. Over the past decade, every net gain in the S&P 500 came when the II bull-bear spread was above 20%. Today, that kind of confidence is in short supply 👉 isabelnet.com/?s=S%26P+500 h/t @WillieDelwiche $spx #spx

🇺🇸 S&P 500 Since the Middle East conflict began, the S&P 500 has left global peers behind, outperforming both emerging and developed ex‑US markets. Investors still see the US as a relatively safe haven amid the turmoil 👉 isabelnet.com/?s=S%26P+500 @GoldmanSachs $spx #spx #stocks

🇺🇸 GDP Under the baseline, oil prices hit $110 in March and ease to $71 by 2026 Q4, pulling the projected 2026 Q4/Q4 US GDP growth down 0.3 percentage points to 2.2%. The hit to output looks modest given how sharp the oil price swing is 👉 isabelnet.com/?s=GDP @GoldmanSachs

🇺🇸 Equities Some major geopolitical events have knocked US stocks down 15% or more before. Is this time different? For now, markets look like they're pricing in hope, not fear 👉 isabelnet.com/blog/ h/t @Gavekal $spx #spx #sp500 #equity #stocks

🇺🇸S&P 500 Compared with past oil shocks, the S&P 500's drop looks measured. Investors seem braced for short-term turbulence rather than a structural shift in sentiment. The pullback feels more like caution than panic 👉isabelnet.com/?s=S%26P+500 ht @BCAResearch $spx #spx #vix $vix

🇺🇸 Fed When gasoline prices rise faster than inflation and move in step with growth, the Fed tends to lift rates. But what is the determining factor this time: strong demand or deep strain? It's clearly the latter 👉 isabelnet.com/blog/ h/t @dailychartbook @TS_Lombard #Fed

🇺🇸 S&P 500 For the S&P 500, the worst days and the best usually arrive together. Skip the best days and you may miss the rebounds, but avoiding the big hits does more for long-term returns 👉 isabelnet.com/?s=S%26P+500 h/t @LanceRoberts $spx #spx

🇺🇸 ドル 中東情勢の緊迫化を受け、ドル高への期待と激しい変動に対するヘッジ需要が高まり、為替市場は守勢に転じています。投資家にとって不確実性ほど不安を掻き立てるものはなく、ドルは依然として安全資産としての地位を保っています。 👉 isabelnet.com/blog/

미국기업들의 어닝 서프라이즈 행진에도 불구, 주가를 끌어올리지 못하고 있네요. 지정학적 불확실성, 유가 변동성이 S&P500의 PER배수(현재 20배)를 축소시키는 상황.. 위험 선호도가 다시 살아나면, 다음 실적도 견조하다면 다시 주가를 펌핑하겠죠?

Vergeet dit nooit Sentiment bepaalt dagkoersen Er is op ontwikkelde markten echter altijd gestage (institutionele) instroom van pensioen-, verzekeringsgeld en de rest Wie altijd alleen maar in short denkt, bouwt nooit vermogen op Je belegt dan tegen vier eeuwen statistiek in

Ja, maar dit is dus een kruispunt. Het zijn waardes waar ook de november 2016 en oktober 2023 bodem vielen. En in de gevallen dat het doorschoot naar beneden brak de #SP500 al duidelijk door de MA50 week. In 2016, 2023 en 2026 (nog) niet!

📉 S&P 500 y Brent pierden sincronía: la reciente ruptura en su correlación sugiere que el mercado podría estar girando el foco hacia tipos de interés y beneficios, dejando en segundo plano al petróleo 🛢️📊⚠️ #Marketsbets #Bitcoin

How High Would Oil Have to Climb to Trigger a U.S. Recession? $138 That's how high crude oil would need to climb to tip the probability of a recession above 50%, according to an average of 50 economists' responses collected earlier this week. Asked how long oil prices would need to be at an elevated level, they said from four weeks to 55 weeks, with an average duration of 14 weeks. The Wall Street Journal