Bitcoin 90,600 level is critical; although the Venezuela risk has been eliminated, risks from Cuba, Mexico, and Colombia have been added to the table. It wouldn't be surprising if it drops another round.
According to JPMorgan, the main story of the US stock market in 2026: AI super cycle + infrastructure investments. A target of 7,500 for the S&P 500, with a possibility of over 8,000 in a strong scenario. Focus: Quality Growth, strong balance sheets, FCF.
The common DNA of 2026 Top Picks: • AI & data center exposure • Strong free cash flow • Pricing power • Solid balance sheet Winners: Tech, Industrials, selective Financials. Losers: low-margin, regulation-sensitive sectors.