Goldman Sachs derivatives traders report that the S&P 500 index has disconnected from traditional macroeconomic indicators such as interest rates, crude oil, and credit spreads, effectively no longer acting as the market's clearing price for broad macro risks. Instead, the index is operating as a standalone asset whose performance is heavily driven by a narrow group of AI-related stocks ("AI vs. non-AI"), while the broader market and sectors like staples, energy, and utilities unde
CryptoAlerta — análise de criptomoedas e mercado em tempo real