The SPY Trader

Q1 Finale: Navigating Inflation Data and AI Exhaustion


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Fresh news and strategies for traders. SPY Trader episode #1554.
In this episode, host Barnaby Bull previews the final full trading week of the first quarter of 2026. He analyzes the potential market impact of the upcoming Core PCE price index report, discusses signs of AI exhaustion in the tech sector, and recommends a barbell strategy using defensive healthcare and gold positions to balance growth exposure.
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The SPY TraderBy Manoj Sharma