What's Your Number? Is Israel's 2026 Budget a Red Flag?
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đOur WYNDEX update for today:
The WYNDEX is back in the green for a second week in a row, up 3.29%, to be exact. That puts it ahead of both the S&P and NASDAQ (0.69 and 1.39%, respectively). Monday.com made a 9.09% jump back up after December 4th Guggenheim report with a Strong BUY ($250 target price). In the red is ZIM, which shed ~2% with a takeover bid by German Giant Hapag Lloyd competing with the Unger/management buyout offer which seems to lowball the market perception. Two cyber companies, Varonis and Sentinel One, were also down.
đŻOur Big Shorts for today:
- German Chancellor Friedrich Merz visited Israel this week. The European leader met with Prime Minister Netanyahu and other senior Israeli officials, and also spoke about that temporary & partial arms embargo on Israel, which Germany lifted last month once the ceasefire was in effect. We unpack the visit from this key partner.
- Eurovision decision: A decision has been made to allow Israel to stay in the 2026 competition. But several countries (including Spain, Ireland, the Netherlands) subsequently said they would boycott the competition as a result. What does this mean for Israeli isolation vs. integration as we move forward, and beyond the Eurovision itself?
đAnd our Long Play today is focused on Israelâs 2026 budget, which was passed by the cabinet just a few days ago. Weâll go over what you need to know - whatâs in, whatâs out, whatâs controversial, etc. And what the next steps are for the budget.
đ New episodes drop every Wednesday
Whatâs Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri â Israeli entrepreneur and former advisor to President Shimon Peres â and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israelâs economy and its future.
âïž LEGAL DISCLAIMER
This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security.
đ§ CREDITS:
Hosts - YONATAN ADIRI and MICHAL LEV-RAM
Executive Producer - ADAAM JAMES LEVIN-AREDDY
Sound and Video editing - MARTIN HUERGO
Music - MIDNIGHT GENERATION