Fake strength is everywhere right now.
TODAY at 2 PM ET, Brandon shows you how to tell the difference.
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Hey everyone,
Wild morning shaping up. Jobs numbers came in way hotter than anyone expected yesterday, and now all eyes shift to Friday's CPI, which just became the most important print of the week. We're going to talk about how to position ahead of it.
China quietly cut tariffs overnight as part of the Trump-Xi truce extension, and that's moving global markets this morning. Nikkei just hit a record. Meanwhile, Cisco got absolutely wrecked on guidance after the bell while McDonald's put up a solid beat… so we've got both sides of the earnings coin to work through.
Gold is sitting near $5,075.
Crypto is getting some cold water thrown on it.
And there's a massive asset management deal between Schroders and Nuveen that nobody's really talking about yet.
Lots to dig into. I'll walk through all of it, plus the full watchlist and calendar setup for the rest of the week.
Hope to see you there.
Stay positive,
Garrett Baldwin