¡Nuestro equipo cuenta con más de 7,000,000 operadores!
Cada día, trabajamos juntos para mejorar las operaciones. Obtenemos grandes resultados y seguimos adelante.
El reconocimiento de millones de operadores en todo el mundo es el mejor agradecimiento a nuestro trabajo! ¡Usted hizo su elección y haremos todo lo que esté a nuestro alcance para satisfacer sus expectativas!
¡Juntos somos un gran equipo!
InstaSpot. ¡Orgulloso de trabajar para usted!
¡Actor, 6 veces ganador del torneo UFC y un verdadero héroe!
El hombre que se hizo a sí mismo. El hombre que sigue nuestro camino.
El secreto detrás del éxito de Taktarov es el constante movimiento hacia el objetivo.
¡Revele todo los lados de su talento!
Descubra, intente, fracase, ¡pero nunca se rinda!
InstaSpot. ¡Su historia de éxito comienza aquí!
Weak US labor data, Treasury yields at multi-year highs, and a war in the Middle East — by all accounts, equities should have suffered losses. Instead, the S&P 500 rose by 0.7%, and the Nasdaq 100 hit fresh highs.
Equity indices dynamics
The bullish catalyst for the S&P 500 was a cooling labor market. Nonfarm payrolls increased by only 29k, well below forecasts, and unemployment rose to 4.2%. Investors read the soft print as pushing out the likely timing of a Fed rate increase: fed funds futures now assign under an 18% probability to an October hike.
Markets also got support from a G7 decision to release emergency diesel and crude reserves, which eased fuel prices.
The multi-month Treasury rout remains a negative for the S&P 500. Concerns about sticky inflation, fiscal deficits, and corporate borrowings to build AI data centers pushed the 10-year Treasury yield to 2002 highs. The "bad news is good news" narrative risks becoming a poor compromise — inflation is still a problem even as the labor market softens.
Wall Street's obsession with AI continues to outweigh rising rates. The 30-year yield hit 5.69% last week, and the 10-year topped 5.3%, yet tech stocks are standing firm. The Nasdaq 100 is up about 22% year-to-date, and Microsoft, Nvidia, and Apple remain the main drivers of the S&P 500. Bloomberg Intelligence estimates that tech sector earnings in Q3 could jump by more than 65%, lifting overall S&P 500 earnings growth above 24%.
For now, the market is taking high rates in stride, but how long that lasts is unclear. Historically, it takes about a 100 bp increase in the 10-year over a decade to materially dent valuations and earnings — and that room is nearly exhausted, like a gas tank on fumes. At 6% yields, the conversation around tech stocks will sound very different.
S&P 500 and US dollar dynamics
A strengthening dollar is pressuring risk assets. Bank of America warns that investors will sit on the sidelines until dollar volatility stabilizes. The Bloomberg dollar index has jumped by roughly 3% off September lows as investors rebuild cash buffers. The bank adds that risks would intensify if small-cap stocks join the sell-off.
Will tech giants have enough earnings to justify the rates they must pay to grow?
Technically, the daily S&P 500 chart shows a gap up. As long as the price holds above 7,685, the bias remains to buy.
*El análisis de mercado publicado aquí tiene la finalidad de incrementar su conocimiento, más no darle instrucciones para realizar una operación.
¡Los informes analíticos de InstaSpot lo mantendrá bien informado de las tendencias del mercado! Al ser un cliente de InstaSpot, se le proporciona una gran cantidad de servicios gratuitos para una operación eficiente.
