As the rally continues, cracks are emerging. With a hotter-than-expected inflation print and overbought signals, it may be time for caution despite the upward trend. With that macro backdrop, Tony shares a potential hedge on the S&P 500 and a bullish trade in global ecommerce.

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It appears that Wall Street is now looking beyond tensions in the Middle East. Oil prices are cooling, market breadth is improving, and investors are rotating back into growth opportunities. Tony shares an opportunity in a beaten-down consumer name that could be poised for a turnaround, which could signal a potential rally.

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We’re watching two potential catalysts this week as the Fed comes together for what could be the last meeting of Powell’s term and earnings are announced from some of the biggest names in tech and AI. Tony shares a bearish trade in semiconductor equipment and a bullish trade in energy given the spiking cost of oil and no signs of the Hormuz opening.

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The market has bounced back toward all-time highs with cooler-than-expected inflation, collapsing oil prices, strong earnings, and optimism in resolution, rather than escalation, for the war in Iran. Tony doubles down on a large media company and shares a bullish trade in AI computing.

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With a two-week ceasefire announced, oil crashed, and equities rallied—but that renewed optimism only holds if the Strait of Hormuz opens. The market believes this is a real possibility, but it’s important to remain cautious. Tony shares a trade in a mega-cap tech name leading the AI infrastructure buildout and a bullish position in energy, which has shown structural support even if the ceasefire holds.

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The PPI came in higher than expected, raising concerns about a further acceleration of inflation given the data predates the conflict in the Middle East and the surge in oil prices. Amidst the volatility, Tony shares a bullish opportunity in media given its resilient business model and a bearish trade in airlines.

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Tony discusses the continued Iran conflict and impact of oil pricing on inflation, small caps, and more. He shares two trade ideas that could offer opportunity in times of sharp volatility. Then he looks back to a recent trade for an American multinational tech company.

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Tony discusses caution around rallies because of the fragile equity stabilization until conflict with the Middle East de-escalates. He shares two big tech trade ideas for investors seeking shelter in quality and growth. Then he looks back to a recent trade for an American multinational tech company.

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Tony discusses the FOMC meeting, rising geopolitical tensions, and tech starting to participate in the rally. He shares trade ideas for leading AI infrastructure companies. Then he looks back to a recent trade for an internet performance and security company.

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The S&P 500 is hovering near 7,000 as we watch the key levels of support and resistance to determine whether a breakout is in play or a potential sell-off. With rates back in focus, we’ll break down why CPI could be the next big catalyst—and highlight two cyclical names breaking out as leadership rotates under the surface.

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