Koniec hossy technologicznej? Wielka rotacja i ubezpieczony krach | Cyklicznie o Rynkach #20

In the latest episode of "CyklicznieO Rynek" (CyclicznieO Marke), Daniel Kostecki and Marcin Tuszkiewicz analyze an unusual moment in the cycle, where record dispersion keeps major indices stagnant despite huge moves in individual companies. Experts discuss the "most insured decline in history," investors' return to bonds, and how Donald Trump's policies (OBBA and tariffs) could impact commodity prices and US economic growth. Are we in for a "disinflationary boom," or are markets preparing for a painful "check"? #cyclicznieORynkach #promocja The video's partner is @CMCMarketsPolska #stock exchange #bonds #zloty More from CMC Markets - https://bit.ly/cmc-yt-23 Follow Daniel on X -   / dan_kostecki   Take advantage of Squaber! Try it out 👉https://squaber.com/ ✅ NEW! Workshop: Statistical Market Edge - a completely new approach to how to withstand stock movements through cash flow analysis - https://l.squaber.com/statystyczna-pr... 👉 DOWNLOAD the e-book on sector rotation and asset rotation! https://l.squaber.com/ebook-rotacja-s... Express your opinion about the app in the store: AppStore - https://apps.apple.com/pl/app/squaber... Google Play - https://play.google.com/store/apps/de... 01:47 The phenomenon of high dispersion of rates of return 03:52 Record level of downside protection (Put/Call) 07:35 Sector rotation mechanism in the S&P 500 11:46 Liquidity effects of the "One Big Beautiful Bill Act" 15:20 A new model of the American economy (Supply-Side) 19:22 Convergence of valuation multiples between Sectors 23:58 The Relationship of Metal Prices to Liquidity in Tech Companies 27:28 The Structure of Demand for US Bonds According to the TBAC Report 38:39 Analysis of the Cycle Phase: Disinflationary Boom 48:36 Fundamentals of the Commodity Market and Playing for Deficits _________________________ Security, transaction and settlement certainty, and low costs are the most important features of the brokers I use and recommend: 👉 SAXO Bank (global broker with ultra-low commissions on stocks with access to options, futures, and ETFs from around the world) - https://tinyurl.com/saxo-nizsze-prowizje 👉 XTB (Polish brokerage house operating globally with zero commission on stocks and ETFs up to EUR 100,000 in monthly turnover): https://blog.squaber.com/2023/05/xtb-... 👉 BM Alior Bank (Polish brokerage house with tax-free accounts - IKE and IKZE with a 50% lower commission for Squaber Premium Members) - https://l.squaber.com/alior-promocja 👉 CMC Markets (British CFD broker operating in Poland under the supervision of the Polish Financial Supervision Authority, settling personal income tax, with low commissions and a wide range of services): https://www.cmcmarkets.com/pl-pl/ ________________________ Check out my social media, where I publish lighter content and quicker information throughout the week. ✅ Instagram: / squabercom ✅ X: / squabercom ✅ TokTok: / squaber ✅ Facebook:   / squaber   ___________________________ ___________________________ Business contact: [email protected] #investing #stock exchange #trading __________________________ In accordance with the new guidelines, the Office of Competition and Consumer Protection (UOKiK) informs that the video contains self-promotion, i.e., the promotion of its own brand, as well as advertising for brokerage houses and brokers such as Saxo Bank, XTB, Alior Bank, and CMC Markets. REMEMBER! Trading financial instruments is risky. Always ensure you understand the risks first.