Inflation Showdown: Tech Earnings Under Pressure episode artwork

EPISODE · Jan 18, 2026 · 3 MIN

Inflation Showdown: Tech Earnings Under Pressure

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1491. A highstakes, condensed trading week driven by the Federal Reserve's preferred inflation measure (Core PCE) on Thursday and critical tech earnings (Netflix, Intel). The S&P 500 is expected to pause as the "rotation trade" from megacap tech into cyclical sectors (Basic Materials, Industrials) continues. Recommendations include overweighting cyclicals (XLI) and health care (XLV), maintaining core holdings (VOO), and using a tactical bond hedge (TLT) against potential inflation surprises.

Fresh news and strategies for traders. SPY Trader episode #1491. A highstakes, condensed trading week driven by the Federal Reserve's preferred inflation measure (Core PCE) on Thursday and critical tech earnings (Netflix, Intel). The S&P 500 is expected to pause as the "rotation trade" from megacap tech into cyclical sectors (Basic Materials, Industrials) continues. Recommendations include overweighting cyclicals (XLI) and health care (XLV), maintaining core holdings (VOO), and using a tactical bond hedge (TLT) against potential inflation surprises.

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Inflation Showdown: Tech Earnings Under Pressure

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This episode was published on January 18, 2026.

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Fresh news and strategies for traders. SPY Trader episode #1491. A highstakes, condensed trading week driven by the Federal Reserve's preferred inflation measure (Core PCE) on Thursday and critical tech earnings (Netflix, Intel). The S&P 500 is...

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