#Spain #Investment - Comprar bancos ahora puede ser peligroso: 4 sectores hacia los que rotar la inversión: Estrategias de inversión

9 Diciembre 2025

Las bolsas se mueven cerca de máximos históricos apoyadas en la expectativa de nuevos recortes de tipos por parte de la Reserva Federal, el liderazgo del sector tecnológico y la fortaleza de los resultados empresariales. Sin embargo, tras el fuerte rally del sector bancario europeo, el mercado empieza a girar hacia otros sectores más rezagados. Este es el escenario que dibuja Pablo García, director de Divacons Alphavalue.

#bancos #bolsas #rally

#usa #Investment - AI, Tax Cuts & A New Bull Market?| ITK With Cathie Wood: ARK Invest

6 December 2025

On the December episode of ITK, ARK CEO/CIO Cathie Wood explains why ARK believes we’re on the verge of a major liquidity turn from both fiscal and monetary policy – and why that could lower inflation over the next few years. She walks through the data on tax cuts, money growth, yields, and productivity, and explains why the market’s “wall of worry” may be setting up one of the strongest bull markets yet.

#usa #investment - Stocks Rise Ahead of US Data; Warner Bros. Begin Deal Talks with Netflix | Bloomberg Brief 12/5/2025

5 December 2025

US equity futures push higher near record highs ahead of a slew of economic data. Warner Bros. Discovery is said to have entered exclusive negotiations with Netflix to sell its film and TV studios and HBO Max.

The US lobbied several EU countries to block their plans to use frozen Russian central bank assets to back a loan to Ukraine, according to European diplomats. Veronica Clark of Citi look ahead to the scheduled economic data release and discusses the Fed's rate path.

#usa - Washington Week with The Atlantic full episode, Dec. 5, 2025: Washington Week PBS

6 December 2025

The Trump administration’s self-styled Secretary of War, Pete Hegseth, has spent most of this week on defense, facing accusations that he committed war crimes and that he endangered the lives of U.S. pilots. Join moderator Jeffrey Goldberg, Peter Baker of The New York Times, Susan Glasser of The New Yorker and Nancy Yousef of The Atlantic to discuss this and more. WATCH TODAY’S SEGMENTS: Hegseth on defense after Signalgate inspector general report    • Hegseth on defense after Signalgate inspec...   U.S. boat strikes and war crimes questions    • Washington Week with The Atlantic full epi...