With Full Tariff Capitulation, Who Will Pay For The Tax Cuts? + CPI Preview

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Market Recap:

0:00 Intro

0:35 Commentary: China Trade "Deal"

19:15 Market Strategy: It Pays Off To Have It

29:10 CPI Preview: New Cars

34:40 Market Performance: All Bullish

35:40 Heat Map: NFLX & SPOT

38:20 Commodities: Metals Pullback

39:40 Options: $64m Against The QQQ

44:35 Charts: Yields Matter

49:49 Outlook

Outro Music: All Quiet - Hara Noda