בין פסיקת בית המשפט לדוח של אנבידיה: השבוע שמגדיר מחדש את...

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בפרק השבוע דיברנו על שלושה נושאים מרכזיים שמטלטלים אתהשווקים: 1. בית המשפט שביטל את המכסים של טראמפ – החלטה דרמטית שמערערת אתמדיניות הסחר שלו ומעלה מחדש את אי-הוודאות סביב מלחמת הסחר. ניתחנו מה המשמעותלשווקים, לדולר ולסנטימנט המשקיעים.2. נתוני הצמיחה והאינפלציה שפורסמו ביום שישי – צמיחה חלשה לצדאינפלציה עקשנית. השילוב הזה מעלה מחדש את החשש מסטגפלציה ומציב את הפד בדילמהמורכבת במיוחד.3. לקראת דוח אנבידיה בשבוע הבא – אחד הדוחות החשובים ביותר לשוק. האם סיפור ה-AI ממשיך להצדיק את התמחורים הגבוהים, או שאנחנו מתקרבים לנקודת מבחן

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How long is this episode of Market Intelligence שמוליק בן אריה – Pioneer?

This episode is 12 minutes long.

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This episode was published on February 22, 2026.

What is this episode about?

בפרק השבוע דיברנו על שלושה נושאים מרכזיים שמטלטלים אתהשווקים: 1. בית המשפט שביטל את המכסים של טראמפ – החלטה דרמטית שמערערת אתמדיניות הסחר שלו ומעלה מחדש את אי-הוודאות סביב מלחמת הסחר. ניתחנו מה המשמעותלשווקים, לדולר ולסנטימנט המשקיעים.2. נתוני...

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