סיכום שבוע המסחר בארה״ב 18.01.2026 – שוק ההון, מאקרו ותחזית לשבוע הקרוב

from Market Intelligence שמוליק בן אריה – Pioneer · host Sbenarie

בפרק השבועי ניתחנו את מוקדי הלחץ וההזדמנות בשווקים האמריקאיים. פתחנו בסיפור המאקרו-כלכלי שמניע את השווקים: הדרמה סביב הפד, חוסר הוודאות לגבי מינויים עתידיים והזינוק בתשואות האג״ח – ומה זה אומר בפועל על מניות, על מכפילים ועל תמחור סיכון.משם עברנו לעונת הדוחות, עם הבנקים כברומטר לכלכלה: ניתוח עומק של הדוחות של JPMorgan, Bank of America ו-Wells Fargo, והמסר שהם שולחים לגבי מצב הצרכן, האשראי והצמיחה קדימה.בחלק הטכנולוגי עסקנו בסקטור השבבים: כיצד הדוח של TSMC החזיר חיים לסקטור, ומה המשמעות עבור מניות כמו אינטל ו-AMD בהמשך השנה.נסיים במבט קדימה לשבוע הקרוב – עם דוחות מפתח ובראשם נטפליקס, והציפיות של השוק לקראת המשך עונת הדוחות.האמור אינו מהווה תחליף לשיווק ו/או ניהול השקעות אישי המתחשב בנתונים ובצרכים המיוחדים של כל אדם.לחברת פיוניר תכנון פיננסי (92) בע״מ ולדובר, שמואל בן אריה, סמנכ"ל השקעות – שוק מקומי, אין עניין אישי ביחס לאמור בפודקאסט.

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