China, War, Bond Auction, and your MONEY

Hello TheoTrade Live Friends,

Talk about an action packed Friday.

Remember this FREE Friday morning show is here for you to get prepped for the day, review the big moves of the week, and to give you a taste of what our Live Theo Trade Room is like we setup a $7 trial just for you. This is our 4th show and it’s time for you to see discounts you’ll ONLY SEE HERE. So you picked the right letter to read this morning.

On Tap for 8:45:

• Chinese inflation could impact their easing policy that has been benefiting Chinese stocks.

• FOMC last week put on a dovish posture which is leaning towards cutting rather than increasing rates. Markets have reacted positively, but is inflationary. This may lead gold and $ alternatives to outperform the S&P 500 and may cause tech to lag after the bounce this past week.

• Energy is in a position to outperform in this environment after lagging the past couple weeks, similar to the move in Feb-Mar. The backwardation in oil futures reflects an upside risk posture.

• The bond auction and what it means to you and our economy.

• Commodities & Currencies

  - Bullish: MARA, GLD, SLV, CCJ, XLE

  Interest Rate Sensitive Sectors

  - Bearish: IYR, KRE, HYG

• War spending and the flow to the markets.

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