Gran rotación en Wall Street: ¿Por qué el desplome del Nasdaq no significa la salida del dinero?

Significant Rotation on Wall Street: Why Doesn't the Nasdaq's Plunging Signal a Capital Flight? Financial analyst Eduardo Bolinches has assessed the current Wall Street scenario, noting that the market correction is firmly concentrated in the technology sector and is not due to a massive capital flight. Sectoral nervousness, intensified by Samsung's plunge after reporting its second-quarter results, has dragged the Nasdaq down by more than 2%, while the "old economy" maintains a more defensive stance. Bolinches highlights that money remains in the market through a significant sectoral rotation, flowing into healthcare, banking, and oil stocks, the latter driven by the rebound in crude oil prices. In the geopolitical and commodities arena, the analyst expressed medium-term concern about the recent tensions and incidents involving merchant ships in the Strait of Hormuz attributed to Iran, warning of the fragility of the current détente process. Meanwhile, in the fixed-income market, the approach of the 10-year US Treasury yield to 4.5% is reigniting fears about global debt, although the expert clarifies that the dollar's dominance is keeping the situation under control. Finally, regarding SpaceX's debut on the Nasdaq 100, Bolinches describes it as a typical profit-taking move following the successful IPO, advising general caution and maintaining liquidity through the summer period before seeking more attractive buying opportunities. #interview #economy #wallstreet #usa #nasdaq #market #technology #dollar #oil #stocks #spacex #finance #hormuz #inflation #businesstv 🔞Disclaimer: All information, material, and/or content included in this program is for informational and educational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Consult your own independent financial advisor before making any investment decisions. Business TV is not responsible for the opinions expressed in the video.