The speaker evaluates the closing performance of US markets yesterday and their general upward trend.

The speaker evaluates the policies of the new Fed Chair nominee Kevin Warsh and their potential impact on markets, emphasizing the importance of a 'Buy-Manage' strategy over 'Buy-Hold' for 2026.

The speaker examines global investment appetite for US markets and cross-border M&A trends despite geopolitical tensions. He reviews how supply chain shifts and tariffs are influencing the demand for US assets.

The speaker interprets the large-scale capital expenditures expected to enter the markets driven by trade negotiations and a deregulation environment.

The speaker evaluates the technical excesses and a potential major correction scenario following the prolonged strong performance of US markets.

The weekly opening outlook of US markets, which closed with a mixed course on Friday, and the directionless trend in futures markets are evaluated.

The positive outlook of the market is examined in light of better-than-expected corporate earnings and liquidity expectations for 2026.

The speaker reports on the closing performance of American stock exchanges and the positive trend in futures markets during the morning session.