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.

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The market has bounced back from its April lows, but are investors getting complacent on the looming impacts of tariffs on supply chains and the economy? Tony discusses potential headwinds and a bearish trade idea in the leading American EV manufacturer. 

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Tony discusses easing trade tensions and rate-cut expectations. He then shares a trade idea for an undervalued tech stock and looks back to a recent trade for a leading social media company.  

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With a potential de-escalation in the trade war and signs of stability, Tony shares why this may be an opportunity to target high-value stocks beaten up by recent volatility—and talks through a trade idea with a major name in tech.

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Tony discusses tariff uncertainty and US Treasuries concerns. He then shares a bearish trade idea based on escalating risks.

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The current administration surprised many investors with a more aggressive than expected approach to tariffs. Tony shares why this new clarity on trade policy could trigger a rally in growth stocks and shares a trade to take advantage of that potential upside.

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Tony discusses the continued spending slowdown and risks of a further market pullback. He then shares a hedging strategy that looks back to a recent trade for an e-commerce company.

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The markets rallied after the Fed meeting closed yesterday with no rate hike and the potential for 50 bps in cuts this year. That being said, the Fed signaled the US economic outlook may be headed for a period of uncertainty due to a chaotic tariff policy and souring consumer sentiment. Tony highlights a bullish trade to take advantage of a squeeze on the global copper supply and shares an opportunity to roll a previous AI trade into a new one.

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Tony discusses the latest market developments. While falling oil prices and a strong start to earnings season are seen as positives, concern over inflation and the upcoming Fed meeting may be tempering market momentum. He then shares two trade ideas: a bullish move for a financial tech company and a bearish play for a consumer staples fund.

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