Description: A lot happened in the markets this month, but most investors are reading the signals wrong. This episode breaks down the real forces driving volatility and why the next macro shifts may surprise you.

We’ll talk about:

• Why the pullback looked normal on the surface but hid deep structural weakness
• How a potential Zweig Breadth Thrust could flip the entire market overview
• The Fed’s “running it hot” playbook and what it means for rate-cut expectations
• A forward-looking strategy on commodities, liquidity, and early-cycle signals

Keywords: macro environment, market overview, Zweig Breadth Thrust, Federal Reserve, DXY, global liquidity, Bitcoin, Ethereum, crude oil, copper, commodity ETFs