
Sign up to save your podcasts
Or


The "soft landing" illusion has shattered. Despite a fresh Federal Reserve rate cut, the Nasdaq and S&P 500 sold off as the market finally woke up to a "Recession Reality Check." In this episode, we dissect the violent capital rotation that sent crude oil plunging while gold surged, signaling a potential global slowdown. We also analyze the dangerous decoupling between U.S. volatility and the resilience seen in the Nikkei 225 and DAX. Is the "bad news is good news" era officially dead? Tune in to find out why next week's data avalanche could redefine the economic outlook for 2026.
By driskinvesting3.7
33 ratings
The "soft landing" illusion has shattered. Despite a fresh Federal Reserve rate cut, the Nasdaq and S&P 500 sold off as the market finally woke up to a "Recession Reality Check." In this episode, we dissect the violent capital rotation that sent crude oil plunging while gold surged, signaling a potential global slowdown. We also analyze the dangerous decoupling between U.S. volatility and the resilience seen in the Nikkei 225 and DAX. Is the "bad news is good news" era officially dead? Tune in to find out why next week's data avalanche could redefine the economic outlook for 2026.

3,234 Listeners

3,381 Listeners

3,151 Listeners

2,346 Listeners

2,029 Listeners

196 Listeners

2,171 Listeners

64 Listeners

73 Listeners

0 Listeners