Tikehau Market Insights: Juillet 2025 (Français)

Dans cet épisode, Thomas évoque notamment les facteurs expliquant la valorisation record du S&P 500 et l’écart par rapport aux marchés mondiaux, ainsi que la domination du secteur technologique américain dans la capitalisation boursière des États-Unis.Il fait également le point sur les 7 Magnifiques (Mag 7) et la guerre commerciale. Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

Dans cet épisode, Thomas évoque notamment les facteurs expliquant la valorisation record du S&P 500 et l’écart par rapport aux marchés mondiaux, ainsi que la domination du secteur technologique américain dans la capitalisation boursière des États-Unis.Il fait également le point sur les 7 Magnifiques (Mag 7) et la guerre commerciale. Hosted on Acast. See acast.com/privacy for more information.

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How long is this episode of Tikehau Market Insights?

This episode is 5 minutes long.

When was this Tikehau Market Insights episode published?

This episode was published on July 29, 2025.

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