Thursday’s session in the United States delivered a sharp rotation away from technology into cyclicals and defensives. The Dow Jones Industrial Average surged +1.7% to a fresh record of 51’562, led by UnitedHealth, JPMorgan Chase, and Walmart, while the S&P 500 added +0.4% to 7’584 and the Nasdaq slipped -0.1% to 26’831 as the AI […]
US equities rallied strongly Thursday as Washington signalled it had completed its latest strikes on Iran andfloated a framework deal, pulling oil lower and reviving risk appetite. The Dow Jones gained +1.9% to 50’841 (a 930-point move), the S&P 500 added +1.8% to 7’394 and the Nasdaq rose +2.5% to 25’810, with the Russell 2000 […]
Thursday was a risk-off session concentrated in mega-cap technology and rate-sensitive names rather than in the broad market. The S&P 500 fell 1.2% to 7’408, the Nasdaq Composite 2.2% to 25’138 and the Dow Jones 1.0% to 51’712, while the equal-weighted S&P 500 lost only 0.4% and the Russell 2000 0.7%, placing the damage squarely […]
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