explicit
explicit
RUT
Oil
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8.0
Investment Bank $1686.00B
Willem Sels 9.0
Investment Bank $1686.00B
Willem Sels 9.0
12/22/2025 2:42:18 PM
ndx
AI-related investment growth to slow from 85% to 45%, but from a higher base, still substantial and driving economic growth.
Strong underlying AI capex cycle supports growth and equities, though concentration risk requires diversification.
| 12/6/2025 1:57:50 AM | medium term up | 21 days later | -0.40% | -0.40% |
| 12/1/2025 11:48:33 PM | short term up | 6 days later | +0.28% | +0.28% |
| 12/1/2025 6:33:31 PM | medium term cautious up | 20 days later | -0.37% | -0.18% |
| 11/14/2025 2:18:30 PM | short term up | 7 days later | +0.30% | +0.30% |
| 10/21/2025 2:06:48 AM | short term up | 5 days later | +3.79% | +3.79% |
| 10/20/2025 11:51:24 PM | short term up | 6 days later | +2.76% | +2.76% |
| 8/19/2025 9:14:27 PM | short term up | 5 days later | +0.76% | +0.76% |
yields
You just have a steepening of the curve. So the back end, as you're saying, is not going to rally.
Expects no further Fed cuts, back-end pressure from supply and eventual talk of rate hikes.
| 12/6/2025 1:57:50 AM | medium term up | 21 days later | -1.34% | -1.34% |
| 8/29/2025 2:18:19 PM | short term cautious down | 6 days later | -5.40% | +2.70% |
