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Markets staged a surprising bounce—but is it built on solid ground or just more noise? In today’s episode, we break down what really drove this week’s rally and why investors might want to look past the green. From central bank moves to macroeconomic data, there’s a lot to unpack—especially as new tariff headlines enter the mix. We also touch on where the opportunities might be hiding beneath the surface. Whether you're leaning bullish or staying cautious, this episode gives you the context you need to navigate the noise.
In this episode, Chris and Brian discussed:
1. Key Takeaways From the FOMC and BOJ Decisions
2. Why Yields Are Still Driving Market Direction
3. The Return of Tariff Talk—And Its Potential Impact
4. What Earnings and Macro Data Are (And Aren’t) Telling Us
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