This Week in the Markets ๐๐
A volatile week for investors.
Markets reacted to a mix of higher oil prices, geopolitical tensions, inflation concerns and the Federal Reserveโs interest-rate decision. The Fed raised rates by 0.25%, while Treasury yields moved above 5% before easing as oil prices pulled back.
The major U.S. indexes were still showing weekly losses after Wednesdayโs sell-off, but Thursday brought a strong rebound as oil prices and bond yields cooled.
What Iโm watching in my portfolio:
๐ข NVDA โ AI demand and semiconductor momentum
๐ข META โ advertising strength and continued AI investment
๐ข MU โ memory demand linked to AI infrastructure
๐ข MRVL โ data-center networking and custom silicon- sold and get more of XEI
๐ข XEI โ Canadian dividend exposure ๐จ๐ฆ
This week reminded me that even strong companies can move sharply when macro conditions change.
Iโm learning to separate:
Market noise โ business fundamentals โ long-term conviction.
Not every red day is a problem, and not every green day is a signal to buy.
Still learning. Still building. ๐ฑ
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