Fernando Slebe

Socio y Gerente de Planificación e Inversiones en Patrimore

[FinGenAi @ackmeni]

Only Oil price can arrest bear flattening yield curve shift from boom to stagflation | Flow Show, BofA

_/ Spread between 2- and 10-year yields has narrowed from 75 to 25 bps. The underlying fear: "inflation = rising rates."

👇The BofA Investment Clock

[Puru Saxena @saxena_puru]

Semiconductors - record weekly inflow! $SOX

Everyone is in the pool, this frenzy is seen near major tops.

[Neil Sethi NEW account, please refollow @neilsethinew]

ZeroHedge: Semiconductors have become increasingly dominant in global equity indices.

According to JPM, the gap between their market cap share and revenue share has now surpassed 6x, more than double the equivalent ratio for the Magnificent 7. Pricing perfection is increasingly becoming the base case.

[zerohedge @zerohedge]

The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit https://t.co/6Qe41D87jk

[Topdown Charts @topdowncharts]

Weekly S&P500 #ChartStorm by Head of Research @Callum_Thomas ---> https://t.co/G590OFpAIw

This week: MAG7 vs the S&P 493, equal vs cap weight rotation, valuations and profitability, cash allocations, margin debt, seasonality, industrials, and why treasuries...

$SPY $VOO $IVV

[Edu Estallo - Asesor Financiero @ASESOREFA]

🚨 Las expectativas de inflación en EE.UU. caen a mínimos del año en todos los plazos.

📊 Los breakevens hoy (18 junio 2026):

🔴 Breakeven 2 años: 2,18%
🔴 Breakeven 5 años: 2,26%
🔴 Breakeven 10 años: 2,31%
🔴 Breakeven 30 años: 2,18%

[First Squawk @FirstSquawk]

JENSEN HUANG: ‘NOBODY WRITES PROMPTS ANYMORE’ AS AI SHIFTS FROM QUESTIONS TO AUTONOMOUS LOOPS

Jensen Huang says the next phase of AI is moving beyond simple prompting toward managing autonomous “loops”—systems that repeatedly plan, execute, evaluate, and refine tasks with minimal human intervention.

[Edu Estallo - Asesor Financiero @ASESOREFA]

🚨 El mercado da un 38% de probabilidad a una subida de tipos en julio. Hace tres meses nadie lo contemplaba.

📊 Probabilidades FedWatch para el 29 julio 2026:

🔴 Subida a 375-400 bps: 38,5%
🟢 Sin cambios en 350-375 bps: 61,5%
🔴 Bajada de tipos: 0%

Tipo actual: 350-375 bps.

[Charlie Bilello @charliebilello]

Capital is voting with its feet.

South Korea stocks are up 126% in 2026.
Taiwan stocks are up 73%.
China stocks are down 12%.

One of the widest performance gaps we've ever seen.

[zerohedge @zerohedge]

Morgan Stanley: The "Mystery" In The Fed Dots, And Why The Fed Will Be "Very Different" One Year From Now https://t.co/M9lJfHCbJQ

[Gustavo Neffa @gneffa]

Bienvenida $NVDA al Club de las grandes deudoras para construir infraestructura de IA.

[zerohedge @zerohedge]

For much of the past decade, the Fed was the driver of the US credit impulse (and trailed CHina's debt machine). However, for the past year US credit has exploded, driven by unprecedented demand for AI exposure (hyperscaler leverage doubled in 2 qtrs from 0.9x to 1.8x).

[zerohedge @zerohedge]

Chinese model efficiency snapshot: inference and training

[Héctor Chamizo @hectorchamizo]

Estro de Goldman Sachs anticipa lo que viene: ç

"Se espera que los hiperescaladores de la IA asignen el 100% de los flujos de caja de las operaciones a capex".

Gasto, gasto, gasto... ¿Retorno?

[zerohedge @zerohedge]

"120 Quadrillion Tokens Monthly By 2030": Goldman's Deep Dive Into The Coming Agentic Economy

https://t.co/1IOVcZduDC

[The Signal @thesignalAI_]

Humanoid robot market map as of June 2026.

[zerohedge @zerohedge]

*SPACEX BANKERS PREPARING FOR BOND SALE OF AT LEAST $20 BILLION

[MarketWatch @MarketWatch]

The Fed may make a mistake if it listens to the market, says Morgan Stanley https://t.co/djuEk9LITB

[Héctor Chamizo @hectorchamizo]

Está entrando un dineral BRUTAL en sectores como materiales, industrial, energía o utilities. (Vía JPM)

Por algo será.

[Peter Berezin @PeterBerezinBCA]

Hyperscaler free cash flow is expected to fall to nearly zero in 2026 but then surge to $700 billion in 2030 despite $1 trillion in ongoing capital spending. Sure!