US inflation came in hotter than expected, oil prices are back above $100 per barrel, global oil inventories are falling at record speed, and the Middle East war continues to threaten one of the world’s most critical oil routes: the Strait of Hormuz. Bond yields are rising again, rate cuts are fading further into the distance, and consumers are increasingly relying on debt to keep spending alive.
Yet despite all these warning signs, the S&P 500 and Nasdaq remain near record highs as dip buyers continue to rush into every pullback and AI optimism keeps fueling the rally.
But every new point added to this market now feels like another Jenga block balancing on borrowed stability.
Watch the full episode to find out more!
Intro1:17 Economic data is not ideal!
5:34 Bond markets reflect the inflation stress
7:01 Dipbuyers continue to buy every little dip
7:28 But the rally looks increasingly fragile




















