Tony discusses how tariff developments have affected inflation and rate cuts. He shares a trade idea for an overlooked supplier to chipmakers. Then he looks back to a recent trade for an automotive and clean energy company.
Tony discusses the current trade peace and the rise in US and Japanese bond yields. He then shares a trade idea for an AI-powered...
It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping....
As markets recover all YTD losses and eye potential new all-time highs, we discuss the many factors in play and the possible downside risks...