馃幉 SP500: REVALUATION PROBABILITIES 馃幉
As of 1/09/23, 33% to go until the end of 2023.The current scenario is characterised by fears of a spike in inflation, a slowdown in China and Europe, geopolitical tension and the possibility of a further correction in the SP500. However, there are always opportunities because some sectors are overheated, and others are neglected. Nevertheless, perhaps of them may be unfounded because America (continent) and other are founded, but already discounted by the market.
In the 1-year interval, Utilities and Real Estate has more probabilities of appreciation with >50%. Staples and Financial could have a renaissance soon. Opportunities need to be monitored. In the 3-year interval, Communication is still strong. In 5 years, the Real Estate, Energy and Utilities sectors could show strength.
The worst sector are Technology and Semiconductors [ Semiconductores: Cadena de Suministro ]. By the moment, the rest have an indeterminate bias (neither positive nor negative). All Q2 2023 reports have been delivered and the next time of major movements could be next October, when the Q3 2023 reports will be published.
J. Joel Padilla
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