Market Briefing
News
AI Market Briefing · All
Related markets
Reference news
Market Briefing
Related markets
Reference news
AI Summary
HSBC Private Bank CIO Willem Sels told Bloomberg TV on the 8th that US equities are not as expensive as they look, with the S&P 500 trading near 19x 12-month forward earnings versus about 15x for the Stoxx 600, because AI-driven productivity and profit growth are still under-reflected in current multiples. The transmission channel is the discount rate: as long as UST yields stay contained, the AI earnings narrative supports NASDAQ and S&P 500 multiple expansion and, by extension, risk-asset beta including BTC and ETH. Sels flagged the 5% level on the 10-year Treasury yield as the pressure point, so a move toward that threshold is the counter-signal that would force multiple compression in high-duration tech and crypto alike.
As a Research signal, watch whether it changes price action, volatility, or flows around GSPC, IXIC.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
Influencer Threads
The author notes that Bitcoin has fallen into the roughly $78,300 zone marked in blue and that a retest of that level is currently underway, with a comparison drawn to a similar instance earlier this year. This is the author's chart-based read on BTC price structure, and the remainder of the comparison is not fully available in the post.
Dalio argues that money has no intrinsic value and only matters when tied to a clear purpose, questioning whether it improves friendships, marriage, or relationships with children. In his view, real success is knowing your nature, finding the best path through it, and being able to look back and say that was the life you wanted.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain even though struggle builds both body and mind. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain whether they are building the body through weight lifting or the mind through frustration, struggle, embarrassment and shame. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
More in Research
Fed Staff Weigh Adding Stablecoins to M1/M2, Flag Double-Counting Risk
Crypto hacks total $3.63B, and 60% of victim platforms had passed security audits
BOK: Opening the Stablecoin Market Tightens the USD/KRW Link, Passing Demand Shocks Into the Won
BOK: Direct Fiat-Stablecoin Pairs Cut Local Premium by 0.38pp, Tighten FX Linkage
BOK: Rising Dollar Stablecoin Demand Adds Depreciation Pressure on KRW and Other Local Currencies