
This is the great crisis that threatens the investor. Dan IVES tells you how to prepare
Dan Iives, Managing Director, Wedbush Securities, states that the market is going through a key moment, driven by the recent tariff off between the United States and China. It considers that this reduction, together with the growing interest of the Middle East in artificial intelligence, represents a “dream scenario” for investors and projects new historical maximums for the technological sector in 2025.
IVES points out that the TECH sector is very sensitive to interest rates. Although current data suggests a break in inflation, anticipates that May and June could reflect new rebounds, which would maintain the profitability of the 10 -year bonus around 4.5%. Despite this context, he argues that it is a transitory period and that the scrolls planned for the end of the year would offer a bullish scenario for technological ones.