The Earnings/Fed TugofWar
Fresh news and strategies for traders. SPY Trader episode #1442. The market closed last week in cautious optimism, driven by strong corporate earnings, especially in Tech. However, this strength is co...
30 Marras 202530s
Risk On! Why Small Caps Just Crushed the Market
Fresh news and strategies for traders. SPY Trader episode #1441. The market experienced a stellar week, posting its best gains since midyear, driven by mounting expectations of an imminent Federal Res...
29 Marras 20253min
Fed Pivot Playbook: Growth, Rates, and Hedges
Fresh news and strategies for traders. SPY Trader episode #1440. We break down the market's strong close to November, driven by macro data confirming a soft labor market and pricing in an 87% chance o...
28 Marras 20253min
Risk On: How the Fed Pivot Changes Everything
Fresh news and strategies for traders. SPY Trader episode #1439. The S&P 500 and Nasdaq are surging toward alltime highs, fueled by spectacular tech earnings, particularly in AI (Nvidia, Alphabet/Gemi...
27 Marras 20254min
Defense and Dips: Positioning for the Fed Pivot
Fresh news and strategies for traders. SPY Trader episode #1438. The S&P 500 is walking a tightrope, caught between a shortterm correction and strong fundamentals driven by corporate earnings and expe...
26 Marras 20254min
AI Surges, Rates Drop: Tech Takes Flight
Fresh news and strategies for traders. SPY Trader episode #1437. The market rebounded sharply (Nasdaq up 2.7%, S&P up 1.6%) fueled by two major catalysts: soaring AI excitement (driven by Alphabet and...
25 Marras 20254min
The Rate Cut Pivot: Navigating Volatility and the Defensive Shift
Fresh news and strategies for traders. SPY Trader episode #1436. This episode covers the market's recent turbulent 5% pullback and the sudden shift in rate expectations, with odds of a December rate c...
24 Marras 20254min
The ThreeDay Market Squeeze
Fresh news and strategies for traders. SPY Trader episode #1435. This episode prepares traders for the highly condensed Thanksgiving trading week, where a full slate of economic data (PPI, Retail Sale...
23 Marras 20254min
