Elaia Weekly View

🌿 Elaia Weekly View – Week 46 / 2025

After the AI boom, markets catch their breath.

After seven months of relentless rally driven by AI optimism and record tech valuations, global markets are finally showing signs of fatigue.
The Magnificent Seven have lost momentum, Meta’s heavy capex plans raised new concerns, and the ongoing U.S. government shutdown is adding pressure on growth and sentiment.

Our latest Elaia Weekly explains why this market pause could mark the start of a short-term correction rather than a trend reversal — and why patience, flexibility, and selectivity now matter more than ever.

Link to full PDF available here

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Elaia Weekly View