Esperando dato de inflación Estados Unidos

🐒 Today is subscriber day, and it's time for one of those videos where several important market elements intersect. We analyze the headline inflation data in the United States, which could rise to 4.2 percent year-over-year, review why bond yields are starting to break records in equities and precious metals, and explain why I'm still taking a very cautious approach. We also review three very different stocks: Victoria's Secret, Merlin Properties, and Gilead Sciences. We also look at gold, silver, the DAX, IBEX, S&P 500, Nasdaq, and Bitcoin to understand whether we're facing a simple correction or a market that's starting to get truly complex. ⚠️ Educational disclaimer: This content is for informational and educational purposes only. It is not investment advice. Do your own research and consult a professional. Investing involves risk. 🎯 What will you see in this video? ✅ The May inflation data in the United States and why 4.2 percent would be a very delicate level. ✅ How rising bond yields are putting pressure on stock market valuations and gold as well. ✅ Neil Chapman's quote from ExxonMobil and the warning about extremely low oil inventories. ✅ The probability of a December interest rate hike according to CME futures. ✅ Why chasing the rally is becoming increasingly expensive with higher leverage costs. ✅ The least negative market takeaway: many IPOs tend to occur during boom times. ✅ Two-, ten-, and thirty-year US Treasury bonds: levels that remain uncomfortable right now. ✅ Gold losing a key support level and why it's pointless to predict the bottom. ✅ Silver, DAX, IBEX, Nasdaq, S&P 500, and Bitcoin are in a much more fragile context. ✅ Victoria's Secret, a consumer discretionary stock, has a good chart but is in a sensitive area. ✅ Merlin Properties is a real estate investment with technical strength, although highly dependent on interest rates. ✅ Gilead Sciences is a more defensive stock, but with a less refined structure than the other two. ⏱ Chapters 00:00 Inflation in the United States 01:41 Year-on-year CPI at 4.2 percent 04:03 Neil Chapman, oil inventories, and inflation risk 05:51 Probability of a December rate hike 07:15 Leverage in the stock market is becoming more expensive 09:09 IPOs, SpaceX, and a possible final push 10:36 Two, ten, and thirty-year bonds 11:46 Gold loses a key level 13:20 Silver, DAX, and the European outlook 14:19 IBEX mirroring the Nasdaq 15:08 Nasdaq, S&P 500, and a market without sufficient purging 17:23 Bitcoin and why people aren't jumping at the chance 18:19 Victoria's Secret 19:58 Merlin Properties 21:24 Gilead Sciences 💬 You Leo: Do you think the inflation data could further worsen the pressure on bonds and stocks? Between Victoria's Secret, Merlin Properties, and Gilead Sciences, which do you find most interesting in this context? Do you think the Nasdaq can still reach new highs, or do you see a prolonged period of decline as more likely? 👍 If you found this valuable: like, subscribe, and turn on notifications. And in the comments, let me know which three stocks you'd like us to analyze on the next subscriber day. #inflation #gold #sp500 #stockmarket #trading