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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