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.

Episode metadata supplied by the publisher feed · Published Jan 18, 2026

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Inflation Showdown: Tech Earnings Under Pressure

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