Selim Boukezouh @Selim_: "📈 U.S. Annual Inflation at..."

France

📈 U.S. Annual Inflation at 2.3% in April According to the U.S. Department of Labor, annual inflation cooled to 2.3% in April, potentially paving the way for lower interest rates. This shift could drive investors away from bonds and into higher-risk assets like cryptocurrencies and equities. Crypto: Bitcoin Soars, Ethereum Lags Since mid-April, Bitcoin has been in a clear uptrend, hitting fresh highs on May 22. Ether has struggled to keep pace. Performance of our crypto positions: April: +5.17% May (to date): +13.96% Year-to-date: –12.67% Equities: S&P 500 Continues to Climb Despite geopolitical uncertainties (tariffs, conflicts), the S&P 500 remains on a bullish trajectory, recovering from its recent dip. Our equity strategy has proven resilient: Top 3 Winners : McKesson $MCK (McKesson Corp) +37% Cadence Design $CDNS (Cadence Design Systems Inc) +27% Esquire $ESQ (Esquire Financial Holdings Inc) +17% Top 3 Losers : Apple $AAPL (Apple) –17% Medpace $MEDP (Medpace Holdings Inc.) –12% Aflac $AFL (Aflac Inc) –5% Expectations of lower interest rates should continue to support risk-assets.