$CSPX (+1,11 %)
$CSNDX (+1,66 %)
$IWDA (+0,99 %)
CPI 3% YoY, (Est. 3.1%)
CPI 03% MoM, (Est. 0.4%)
Core CPI 3% YoY, (Est. 3.1%)
Core CPI 0.2% MoM, (Est. 0.3%)

Puestos
137$CSPX (+1,11 %)
$CSNDX (+1,66 %)
$IWDA (+0,99 %)
CPI 3% YoY, (Est. 3.1%)
CPI 03% MoM, (Est. 0.4%)
Core CPI 3% YoY, (Est. 3.1%)
Core CPI 0.2% MoM, (Est. 0.3%)

🇺🇸 USA
$SPX500 — Futures indicate a decisive surge, with the market attempting to recover losses from last week's banking sell-off.
$DJ30 — Futures in a solid rise, showing generalized risk-on sentiment.
$NSDQ100 — Futures are strongly up, with tech leading the market rebound.
💻 Tech & Growth Snapshot
$NVDA (+2,2 %) — Up (0.55%), the stock is leading the semiconductor sector, confirming strong AI demand.
$GOOGL (+3,39 %) — Up (0.19%), the stock joins the positive Nasdaq trend.
$AVGO (+1,65 %) — Up (0.53%), the semiconductor sector benefits from renewed optimism.
$META (+1,37 %) — Up (0.48%), showing a strong recovery after recent weakness.
$MSFT (+1,3 %) — Up (0.36%), the stock regains momentum with positive sentiment.
$QBTS (+7,2 %) — Strongly up, quantum computing sentiment has turned positive amid the tech rebound.
$RGTI (+3,78 %) — Up sharply (3.08%), the quantum sector actively participates in the risk-on move.
$TSM (+0,2 %) — Up sharply (2.43%), boosted by optimism in the semiconductor sector.
🛍️ Retail & Commerce
$AMZN (+1,3 %) — Up (0.80%), strong pre-market recovery, led by tech.
$BABA (+0,4 %) — Down (-0.57%), counter-trending Western tech, affected by Asian uncertainties.
$CVNA (+0,51 %) — Up (0.57%), the stock gains ground following the broader market trend.
$SHOP (+0,94 %) — Solidly up, retail tech is driven by the general risk-on mood.
⚕️ Health & Pharmaceutical
$LLY (-0,28 %) — Up, tracking the general market rebound.
$HIMS (-1,35 %) — Stable (0.00%), the stock is steady after last week's volatility.
$INSM (+1,82 %) — Stable (0.00%), the biotech sector cautiously joins the rally.
🇪🇺 Europe
STOXX 600 — Opening solidly up, in line with global optimism.
GER40 — Decisively higher, the German market regains momentum.
$LDO (-0,26 %) — Stable (0.00%), the defense sector is neutral in this rebound phase.
$$IBE (+0,19 %) — Stable (0.00%), utilities are static in a risk-on environment.
$OKLO — Up sharply (1.73%), advanced nuclear technology continues its positive trend.
🏦 Banking & Finance
$$UCG (+2,12 %) — Stable (0.00%), Italian banks are trying to establish a base after heavy selling.
$$ISP (+2,17 %) — Stable (0.00%), awaiting clearer signals.
$$BAMI (+1,93 %) , $CE (+0,38 %) , $BPE (+2,96 %) — Stable (0.00%), the financial sector shows caution despite the risk-on trend.
$$BBVA (+1,3 %) — Stable (0.00%), the Spanish stock is leading the European banking recovery.
$AXP (+0,85 %) — Up (0.59%), the payments sector participates in the rebound.
$V (+0,29 %) — Up (0.07%), confirming its positive tone.
🌏 Asia
$JPN225 — Close in a solid rise, led by optimism in tech markets.
$KOSPI — Close up, Korean tech drives the index.
$HK50 — Up, tech stocks recover despite BABA's uncertainties.
$CHINA50 — Up, following positive global sentiment.
💱 Forex
$EURUSD — Up, the Dollar is losing momentum in a risk-on phase.
$GBPUSD — Up, the market positively assesses prospects for a stronger economy.
$USDJPY — Down, the Yen is gaining ground.
$DXY — The Dollar Index is showing clear weakness.
💎 Commodities & Precious Metals
$GLD (-3,72 %) — Down slightly (0.00%), gold consolidates as investors shift to riskier assets.
$CDE (-7,11 %) — Stable (0.00%), tracking the flat movement of gold.
$BRENT — Up, showing signs of demand recovery.
$WTI — Gaining ground, reflecting positive macroeconomic sentiment.
📈 Benchmark ETFs
$VOO (+0,92 %) — Tracking $SPX500$ futures higher.
$VGT (+1,67 %) — Up (0.00%), reflecting the strength of the technology sector.
$$CSNDX (+1,66 %) — Up (0.00%), tracking Nasdaq futures in positive territory.
$BND (-0,12 %) — Down (0.00%), reflecting rising yields.
💰 Crypto
$BTC (-0,51 %) — Strong recovery, the crypto sector bounces off the bottom and gains ground.
$ETH (-1,2 %) — Solidly up, following Bitcoin.
$TRX (-0,88 %) — Up (0.00%), the altcoin sector participates in the rally.
$CRO (+1 %) — Up, in line with overall positive sentiment.
🚀 Space & New Tech
$RKLB (+0,9 %) — Up, sentiment for growth stocks suggests a rebound.
🔎 Deep Dive: The Return of Risk-On
The week opens with a decisive "Risk-On" mood. Markets are clearly shrugging off (for now) last week's banking tensions, focusing instead on tech-led growth ($NVDA, $TSM$) and hopes for monetary easing. The strong rally in cryptocurrencies ($BTC, $ETH$) and the weakness of the Dollar ($DXY$) are clear indicators that liquidity is flowing back into riskier assets. European banks ($BBVA.MC$) and the semiconductor sector show unexpected strength, while gold ($GLD$) pauses, confirming the shift in focus from systemic risk to growth opportunities.
For daily real-time market insights, deep dives, and trading discussions, follow me on X: https://x.com/ThomasVioli
To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.etoro.com/people/farlys
⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.
🇺🇸 USA
$SPX500 — Futures are moving in a decisive drop, indicating a strong negative open due to renewed regional bank stress.
$DJ30 — Futures in a sharp decline, dragged down by financial and cyclical stocks.
$NSDQ100 — Futures are markedly lower, with weakness in tech stocks solidifying.
💻 Tech & Growth Snapshot
$NVDA (+2,2 %) — Up in pre-market, holding strong against the general weakness thanks to robust AI demand.
$GOOGL (+3,37 %) — Under strong pressure, aligned with the overall Nasdaq decline.
$AVGO (+1,65 %) — Aggressive profit-taking in the semiconductor sector.
$META (+1,37 %) — Stable in pre-market, showing relative strength against its peers.
$MSFT (+1,3 %) — Slight dip, following the market's bearish trend.
$QBTS (+7,2 %) — Down again, volatility remains extreme in this sector.
$RGTI (+3,78 %) — Down, the quantum computing sector is highly sensitive to the risk-off mood.
🛍️ Retail & Commerce
$AMZN (+1,3 %) — Down in pre-market, negative sentiment weighs on consumer confidence.
$BABA (+0,4 %) — Stable, counter-trending thanks to Asian positive sentiment.
$CVNA (+0,51 %) — Down, the stock struggles to find a stable support base.
$SHOP (+0,94 %) — Correcting some of its recent gains.
⚕️ Health & Pharmaceutical
$LLY (-0,28 %) — Stable/Up slightly, the defensive sector offers timid refuge.
$HIMS (-1,35 %) — Profit-taking in pre-market despite recent catalysts.
$INSM (+1,82 %) — Mixed, the biotech sector moves disconnectedly, but with caution.
🇪🇺 Europe
STOXX 600 — Opening solidly up, boosted by defensive sectors and positive earnings reports.
GER40 — Up slightly, showing resilience despite US banking worries.
$LDO.MI — Up, the defense sector continues to outperform.
$IBE.MC — Stable, utilities confirm their defensive asset status.
$OKLO — Stable, the nuclear tech stock awaits concrete catalysts.
🏦 Banking & Finance
$$UCG (+2,12 %) — Under strong pressure, the financial sector is generally affected by contagion fears.
$$ISP (+2,17 %) — Markedly lower, negative sentiment dominates.
$$BAMI (+1,93 %)
$CE (+0,38 %) , $BPE (+2,96 %) — Widespread selling on Italian banks.
$$BBVA (+1,3 %) — In strong increase, counter-trending the sector due to positive corporate news or insulation from US regional bank stress.
$AXP (+0,85 %) — Down in pre-market, facing consumer slowdown concerns.
$V (+0,29 %) — Essentially flat, confirms its more defensive status.
🌏 Asia
$JPN225 — Close down, weighed by Wall Street losses and trade uncertainty.
$KOSPI — Close flat/slightly down, the market remains in a holding pattern.
$HK50 — Sharp fall, due to regional bank pressures and China's plenum anticipation.
$CHINA50 — Weak, caution dominates.
💱 Forex
$EURUSD — Down, the Euro loses ground against the haven Dollar.
$GBPUSD — Down, the Pound is under pressure.
$USDJPY — Falling sharply, the Yen is rallying as the Dollar loses momentum on Fed rate-cut hopes.
$DXY — The Dollar Index is showing strength, acting as a safe haven.
💎 Commodities & Precious Metals
$GLD (-3,72 %) — Strong rally, gold hits new record highs on strong safe-haven demand.
$CDE (-7,11 %) — Up sharply, following the explosive trend of gold.
$BRENT — Down slightly, global demand fears persist.
$WTI — Losing ground, affected by negative macroeconomic sentiment.
📈 Benchmark ETFs
$VOO (+0,92 %) — Tracks the negative S&P 500 futures.
$VGT (+1,67 %) — Down, reflecting weakness in the technology sector.
$CSNDX (+1,66 %) — Tracks Nasdaq futures in negative territory.
$VWCE (+1,02 %) — Stable/Down, reflects the mixed global trend.
$BND (-0,12 %) — Up, as bond yields fall due to safe-haven demand.
💰 Crypto
$BTC (-0,51 %) — Down slightly, aligned with the general risk-off mood.
$ETH (-1,2 %) — Following Bitcoin, showing broad weakness.
$CRO (+1 %) — Flat/Down slightly, in line with the rest of the market.
$TRX (-6,25 %) — Down slightly, the sector struggles to find significant support.
🚀 Space & New Tech
$RKLB (+0,9 %) — Weak in pre-market, aligning with other growth stocks.
🔎 Deep Dive: Gold & Banking Stress
The day is polarized: the strong safe-haven demand for Gold ($GLD) is the dominant theme, hitting new all-time highs due to persistent US regional bank stress. While European markets, specifically $BBVA.MC, show resilience and an isolated uptrend, the US futures and Italian financial stocks are struggling. The overall takeaway is a heightened sense of systemic risk, forcing investors into traditional havens while penalizing US high-beta stocks. The strength of $NVDA remains a key structural theme resisting the general decline.
⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.
$EQQQ (+1,69 %)
$VUSA (+1,1 %)
$CSPX (+1,11 %)
$CSNDX (+1,66 %)
$BTC (-0,51 %)
$BTC (-0,51 %)
TRUMP vor kurzem in der Airforce One über China:
"I think we'll get along just fine. I have a great relationship with China. Xi had a bad moment. I'm not even saying he's wrong. But again, because of the tariffs, it's much tougher for them. 🤣


To be fair, for most people here, the return succession risk will not yet play a major role. I assume that 99% of all users here (including me) are still in the accumulation phase. But since we will all be moving towards the "unsaving phase" at some point, you should at least have heard about it once!
👉🏻 So what is this ominous risk of return succession?
Basically, it describes the risk that an unfavorable sequence of monthly or annual returns can lead to worse investment results than expected. Withdrawal plans (withdrawal phase) involve the risk that the capital is used up more quickly than planned, while savings plans (accumulation phase) involve the risk that the final capital is lower than expected.
In short, a stock market crash at the beginning of a savings phase sometimes has a more dramatic effect than towards the end of a savings phase, because in order to be able to pay out the planned fixed amount, more units have to be sold than planned... and these are missing during the recovery. Conversely, a stock market crash at the beginning of a savings phase naturally has a less dramatic effect on the final capital than at the end of a savings phase.
👉🏻 Is it possible to prevent the risk of a return succession?
A resounding no. To a certain extent, it is simply luck or bad luck. You can't predict when a crash will occur. But you can at least plan for different scenarios!
It is particularly important to think in scenarios for the withdrawal phase, because if the capital is used up before the planned end, that is a disaster. At the age of 70+, it will no longer be easy to find a new job to fill the gap.
So it only helps to calculate a withdrawal plan with a sufficient buffer and to reduce the absolute withdrawal amount in the event of a crash.
A crash at the end of a savings phase is unpleasant, but if in doubt (if you're in good health) you can add another year or two of work to sit out the crash...
Are you worried about that? I have to be honest and admit that I personally hadn't thought about it until recently... but I should probably do it sometime! 😅

💼 Equities & ETFs
🪙 Crypto & Metals
💼 Sale

Hello GetQuin Community,
since it has also become a bit quiet for me, there is a small update today.
My core still includes $IWDA (+0,99 %)
$CSNDX (+1,66 %) and $EIMI (+0,39 %)
Total: (approx. 46.4%)
across all assets: $WGLD (-4,04 %)
$BTC (-0,51 %) and $XEON (+0 %)
Total: (approx. 17.08%)
Here the $IWDA (+0,99 %) with 120€/month and $BTC (-0,51 %) with 70€/month
Individual purchases will of course be made on occasion.
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Two new shares were added over the course of the year. The following were added $ISRG (+0,6 %) and $RKLB (+0,9 %) these are still in the expansion phase ($ISRG (+0,6 %) = 100€/month and $RKLB (+0,9 %) with targeted individual purchases). Total, all shares: (approx. 36.52%)
There should also be a candidate from the cyber 'sector, which I have been watching for some time $ZS (+0,73 %) and $CRWD (+0,07 %) and from the network technology sector $ANET (+2,11 %)
This leaves a balanced mix of growth and quality stocks.
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In addition, the cash position is also being built up a little more each month (approx. €350/month), which currently stands at around €1,500
Nest egg also remains stable at around €10,000
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My goal was to bring the portfolio up to €30,000 by the end of the year. This was already achieved in September, at least in terms of "momentum". I have therefore revised my forecast upwards and now expect to reach around €34,000 by the end of the year (including the savings ratio).
That was my word for Sunday.
LG
Paul
At the age of 25, I'm asking myself whether it makes sense to add to my $VWCE (+1,02 %) the $CSNDX (+1,66 %) or the $QUS5 (+2,34 %) in order to emphasize the tech stocks a little more and achieve a slightly higher return. Does that make sense? If so, which of the two would you prefer?
Principales creadores de la semana