As investors navigate the divergence between a cooling economy and optimism over earnings, this week’s CPI and PCE data drop could give us an idea of what to expect in the near term. Tony discusses the potential for a market rally and a new trade idea in health care.
Markets are rallying, but headwinds remain, including souring consumer sentiment, a cooling labor market, and sticky inflation. Tony discusses the need to balance bearish...
Tony discusses the Fed’s 25bps rate cut, small caps, and more. He then shares a trade idea for an AI infrastructure company and looks...
Tony discusses fears spreading across risk markets, the chase for AI dominance, and potential rate cuts. He follows that up with trade ideas for...