The speaker examines the current situation in the VIX Volatility Index and volatility in global stock markets. It is evaluated that significant movement in the index is expected but may not occur in the short term.
* Does not constitute investment advice
The speaker evaluates the earnings of big tech companies like Meta, Microsoft, Apple, and their signals to lead growth in 2026. Risks that may arise if expectations are not met are analyzed.
* Does not constitute investment advice
The speaker evaluates ASML, Europe's largest chip manufacturing equipment producer, its size achieved through investments, and its earnings report to be announced this week. The company's sectoral impacts are examined.
* Does not constitute investment advice
The speaker evaluates the dynamism in Japan's bond market, the weak yen, and inflationary pressures. It analyzes the serious problems that Japan's potential sale of US Treasury bonds would create on US 10-year bonds and the global liquidity impacts.
* Does not constitute investment advice
The speaker evaluates that the Russell 2000 Index reflects US domestic growth and the true state of the economy. It is analyzed that this year the index is likely to show a more positive outlook compared to last year's risks.
* Does not constitute investment advice
The speaker evaluates copper as a leading barometer of economic growth and signals indicating no recession risk in the global economy. The significant increase in industrial demand for copper is examined.
* Does not constitute investment advice