Hausse trompeuse des indices : quels ETF pour diversifier ?

A hesitant start to the week on the markets. While the indices appear to be in positive territory, this rise is actually built on nothing, lacking real support or conviction from buyers. With the quarterly earnings season approaching on Wall Street, the current complacency of traders calls for extreme caution. How to navigate this deceptive market? Which sectors should you avoid, and where can you find genuine growth drivers? In this brief, Romain analyzes the fragility of the major indices (CAC 40, S&P 500, Nasdaq), reviews key stocks (Thales, Orange, Besi, OVHcloud), and presents several strategic sector ETFs to effectively diversify your portfolio this month. The Trader's Brief: Chart Analysis 📈 Get ahead of the curve and prepare for your week in the stock market! 📌 Key takeaways: Indices: Calm macroeconomic calendar, US jobs report, and markets stuck sideways. Alerts: Vigilance regarding Thales and Orange, and risk of a decline in Besi. Equity Opportunities: Rebound signals for OVHcloud, Infotel, and VusionGroup. ETF Arbitrage: Danger in Utilities, but a strong recovery in the Defense sector. Diversification: Growth drivers to watch in Quantum, AI, and Chinese Tech. ⏱️ Key Moments 00:00 – Introduction: Arbitrage and managing the wait before US earnings 01:04 – Weekly Calendar: Fed Minutes and European Inflation 02:12 – Derivatives Climate: Warning about falling interest rates and complacency 04:26 – S&P 500 & Nasdaq: Technical Analysis and Potential Countermove on Wall Street 07:27 – Euro Stoxx & CAC 40: A Rise with Technical Divergence to Watch 11:00 – Equity Alerts: Pivot Levels on Thales, Orange, and Bouygues 15:29 – Banking Sector: New Highs for BNP Paribas and the Bank ETF 18:44 – Hidden Gems Under the Microscope: Signals on OVHcloud, Infotel, and Besi 21:23 – Utilities ETF: Chart Hazard and "Top in" Alert "tour" 22:43 – Defense ETF: The sector restart signal (Amundi DEFS) 25:15 – Thematic ETFs: Focus on Quantum, AI (GOAI), and Chinese Tech (ASI) 27:23 – Conclusion: Diversification strategy for July 🎁 GIFT: Refer a friend and save on your investments → https://www.boursedirect.fr/fr/offres... 🚀 TO GO FURTHER: Get FREE Stock Market Training: http://bit.ly/4jUlX1c Open an account (free brokerage fees): https://bit.ly/4jRbbZl All our Offers (free ETFs, reduced brokerage fees…): https://www.boursedirect.fr/fr/bourse... Expert Insights (Making the right choices with expert advice) (Professionals): https://bit.ly/4pOoYkP 📱 FOLLOW US ON SOCIAL MEDIA: Instagram:   / boursedirect.fr   YouTube: https://www.youtube.com/@boursedirect... X (Twitter): https://x.com/boursedirect TikTok:   / boursedirect.fr   LinkedIn:   / bourse-direct   ⚠️ WARNING: Investing involves the risk of capital loss. This video is presented for informational and educational purposes only and does not constitute investment advice or an inducement to buy or sell financial instruments.