Buy first, think later!

Markets kicked off the week with a bang as dip buyers jumped in, brushing off last week’s correction. With retail traders driving the rally and institutional investors still holding short positions, the S&P500 just had its best day since May. So, what’s fueling this optimism? Strong tech earnings, rising expectations of Fed rate cuts, and a belief that bad news is good news. But not everyone’s convinced. Bears point to narrow profit growth outside of tech, sticky inflation, and uncertainty on every front—from geopolitics to tariffs.
In this episode, we break down the bullish and bearish arguments, dive into bond and FX moves, and look ahead to key catalysts like AMD earnings and central bank decisions. Will the rally stick, or is a correction around the corner?
Listen to find out more!